Daysi Galo Mc Innis is a financial advisor at RBC Capital Markets with 3 years of industry experience. She holds a Series 66 designation and has previously worked at Gulftech International and Zoma Holdings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs, combining in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Scott Herrmann is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He has held positions at Elevations Credit Union since 2013 and previously at Cuso Financial Services, LP. Herrmann serves as a notary for Elevations Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management approaches.

Anthony Satriano is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Jonathan Fairbrother is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, he served ten years in the U.S. Army. Outside of advisory services, he holds a minority stake in a family-owned snack business, Managawan LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Justin Silberman is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fidelity Investments for three years. His background also includes roles unrelated to finance, such as positions at Susan Lawrence Gourmet Foods and Great Stuff Fashion Boutique. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions, including security-based swap and futures commission merchant services.

Grant Campbell is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at AT&T for five years. He has been with Charles Schwab and Charles Schwab Bank SSB since 2019 and 2021, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Wendy Kocher is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, including time at City National Bank since 2022. Outside of her advisory role, she serves as secretary and committee member of the Tarryall Fishing Club in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Haylie Patrick is a financial advisor with Charles Schwab, holding a Series 66 designation and over one year of industry experience. Her prior work includes roles at Charles Schwab Bank, International Development Enterprises, and the World Trade Center Denver. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive investment research.

De Anna Price is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has eight years of industry experience and previously spent time at New York Pizza Department and Arizona State University. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

Margaret Boyle is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Boyle is based in Denver, CO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and a range of investment strategies tailored to client needs.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Klein is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2019 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

William Cohen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017. Prior to that, he was affiliated with Mamma Chia LLC for three years. Outside of his advisory role, Cohen owns a sneaker resale business operating on eBay. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Chadwick is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with two years of industry experience. She previously worked at Fidelity Investments and has experience in various roles outside finance, including positions at Fetch! Pet Care and Mercantile Dining & Provision. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Wells Fargo. Outside of her advisory role, she is involved in rental real estate. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and investment recommendations delivered through a variety of implementation options, maintaining a significant portion of assets under non-discretionary advisory arrangements.

Rachelle Beer is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. She has been with UBS since 2012 in Denver, CO. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Cochran Pasko Group in Boulder, Colorado. Her team focuses on providing personalized financial advice to corporate executives, multi-generational families, small business owners, and women facing life changes. They develop tailored plans leveraging Merrill's resources to help clients achieve their financial goals. Kelly's expertise encompasses wealth transfer and legacy planning, philanthropy, business succession, trust and estate strategies, as well as retirement income planning, navigating social security and Medicare, and managing stock options and concentrated positions for corporate executives. She and her team prioritize understanding the unique circumstances of each client and adapt their strategies as life or market conditions change. A long-time Boulder resident, Kelly holds a bachelor's degree from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She is involved in several community organizations including the Chi Omega Fraternity, Fairview High School Girls Golf Team, Junior Achievement, the Museum of Boulder, WILD Council through Glider, and serves on an advisory board at the Leeds School of Business at CU Boulder. Her personal interests include golf, cooking, yoga, hiking, travel, and spending time with family and friends.

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.