Ellen Bruno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Techstars and West Battle LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

James Vander Laan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Janus Capital Group before joining J.P. Morgan Securities in 2017. Outside of his advisory role, he is an owner and partner of T-Bar Trilogy LLC, a residential real estate entity held jointly with family members. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Frederick Fischer is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, enabling access to a wide set of products and services.

Jodi Fleisher is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 uses structured discovery and firm-approved tools to model financial outcomes.

Jack Tater is a financial advisor at Merrill with a Series 66 designation and six years of experience. Prior to joining Merrill, he worked in various roles including at Colorado Mesa University, FC Boulder, 12Degree Brewing, Monarch High School, and Heritage High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of financial products and services.

Jack Seaton is a financial advisor with Charles Schwab based in Denver, CO, holding a Series 66 license and six years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TD Ameritrade, and Segall Hamill & Bryant. Seaton previously worked at Eldora Ski Resort and has affiliations with the University of Colorado Boulder during his early career. 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 both non-discretionary and discretionary investment options, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative investment program.

David Livran is a Wealth Management Advisor leading the financial advisory practice known as The LDS Group within Merrill Lynch Wealth Management. He has been involved in various roles within wealth management since 1998 and became a financial advisor in 2007. His team focuses on delivering customized financial strategies and investment plans that consider cash flow, retirement and education goals, insurance, and legacy planning needs. David holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Colorado System. He resides in Parker, Colorado with his wife, Rachelle, and their Pug, Murphy. David has two sons; one recently graduated from San Diego State University and the other is a junior at Gonzaga University. His personal interests include spending time with his family, traveling, attending sporting events, and playing golf.

Mary Medicus is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience, including 19 years with LPL Financial and its predecessor firm, LINSCO/Private Ledger Corp. Outside of her advisory role, she is involved with Summit Broadcasting, a business entity unrelated to investment activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services supported by a network of investment adviser representatives and extensive research resources.

James Howe is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and nine years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, GWFS Equities, Fidelity, and KC Resources. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jonathan Warkentin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in Mount NOLA LLC, an entity formed to manage a short-term rental property with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Albert Fiorello is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. Outside of advisory work, he is involved in real estate services and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and a variety of investment options.

Jill Trupp is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Dylan Erhart is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, Dylan co-owns MTNSTYL, LLC, assisting with financial activities and operational tasks for his spouse’s interior design and real estate business. He also serves as treasurer for the Steamboat Springs Youth Baseball Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a discretionary 3(38) option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sela Dombrower is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation and with one year of industry experience. Her previous roles include positions at Metron and involvement with Boulder JCC Cheryvale Day Camp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Melissa Lester is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments during two periods totaling 25 years, with additional experience at Robinhood and Empower. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered funds.

Denise Roberts is a financial advisor at Morgan Stanley in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals 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 employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Cheyenne Renteria is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and seven years of industry experience. Her prior work includes roles at Charles Schwab Bank, SSB, Colorado Retina Associates, and Innovative Prosthetics Solutions, Inc. She is based in Denver, CO. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with institutional research and alternative investment options.

Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

Jesse Ellison is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC since 2018, following prior roles at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.