James Lauer is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brenda Dixon is a financial advisor at RBC Capital Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of her advisory role, she serves on the Northwoods Club Investment Committee and participates on a homeowner's association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Cheri Maasen is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and supervisory operations.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Michael Corbett is a financial advisor at Robert Baird & Co. in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Baird, he worked for the University of Oklahoma Athletics Department from 2016 to 2018. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology.

Tara Mohr is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Her practice is based in Boulder, Colorado. Outside of advisory work, she is involved in entrepreneurial ventures related to real estate, including managing investment properties and fixing and flipping houses through a personal LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a comprehensive suite of financial planning and advisory programs, utilizing a variety of model portfolios and third-party research to support diversified and tactical investment strategies.

Damon Bonelli is a financial advisor at Ameriprise with one year of industry experience. He previously worked at U.S. Bank for eight years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Douglas Jones is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has held previous roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., Elevations Credit Union, and CUSO Financial Services, Lp. Jones also operated a landscaping business for a short period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Vernon Trexler is a CFP® with 49 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved in selling fixed insurance through his own business, Colorado Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party resources.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Laura Cusenbary is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and provides marketing consulting through Outside Edge Marketing Group. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Mascarenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, with earlier experience at Cellular Plus and as owner of Twenty Brew Taphouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Gary Edgar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Korth is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Boulder, CO. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Moneta Group Investment Advisors. 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 to guide its recommendations.

Lucas Dorrough is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for eight years before joining Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and risk tolerances, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Tanya Mathews is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been associated with LPL Financial since 2005 and also operates Meridian Wealth Management, which she has led since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Zachary Blakemore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience at JPMorgan Chase Bank, Alcom Business Solutions, and Simpson University. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Craig Zeller is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.