Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Amy Norder is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2014. She holds a Series 66 license and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Serban Maracine is a CFP®-designated financial advisor with Edward Jones in Erie, Colorado, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, Maracine serves as a non-compensatory board member for Artbeat Media, providing advisory input on business strategy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michael Gray is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, providing clients with a range of multi-asset model portfolios and an integrated platform for advisory, brokerage, custody, and cash-sweep services.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Laila Rusta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Bank since 2014 and has been affiliated with Front Range Community College since 2011. Outside of finance, she has partial ownership in a Denver-based event decorating business and works as a caregiver attendant through a separate company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages a large asset base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience. He has worked at GenEra Wealth, LLC and Leontine Holdings, Inc. since 2026, and prior to that held roles at The Millstone Evans Group, LLC and The Millstone Evans Group of RAYMOND JAMES. GenEra Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, businesses, and qualified retirement plans. The firm utilizes a mix of fundamental and technical analysis with long- and short-term strategies and offers specialized pension consulting and education-planning services.