Moses Yoder is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Zayo Group, StrataCore, and CenturyLink/LUMEN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Samantha Harvey is a financial advisor at Morgan Stanley in Denver, CO, holding Series 65 and Series 63 licenses with 11 years of industry experience, all spent at Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analytic models.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.

Jessica Urbanski is a CFP® with 17 years of industry experience, currently with Wells Fargo Advisors in Denver, CO. Her prior roles include positions at Morgan Stanley and AMG National Trust Bank. Outside of financial advising, she is a silent partner in a warehousing, transportation, and logistics business based in Colorado. Wells Fargo Advisors is an institutional firm serving a broad client base with diversified investment strategies.

Vincent Kalbach is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and owns Kalbach Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using multiple portfolio and platform strategies.

Don Stewart is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for 10 years and operates his own CPA and business services practices. Stewart is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and portfolio management services supported by proprietary and third-party research.

Hanna Khoronov is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Transamerica Financial Advisors, and Impact Wealth among other firms. Hanna is based in Boulder, Colorado. 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 retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research.

Nicholas Bosso is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has held roles at several firms, including Cetera Wealth Services, Lighthouse Advisors, and Collabera. Outside of his advisory work, he creates gaming and music content as a Twitch streamer. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment program structures and strategies.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Ann Post is a financial advisor at Morgan Stanley in Denver, CO, with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors, Lyft, and Uber. He serves on the board of the Community Reach Center Foundation in Thornton, CO. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates both as an SEC-registered investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Erika Briggs is a financial advisor at Merrill with 21 years of industry experience. She has held positions at Merrill since 2009 and Bank of America, N.A. since 2004. Outside of her advisory role, she participates in fundraising efforts for the San Francisco AIDS Foundation and is involved as a model in an art project by June Hankins. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm utilizes model-based and discretionary investment strategies integrated within Bank of America’s broader financial platform.

Carlos Ponce is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on a committee at Ponce LLC, a family partnership involved in managing real estate expenses and property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory work, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management serving clients from the Front Range, including Fort Collins and Boulder. She helps individuals and families pursue their financial goals with greater clarity and confidence, focusing on areas such as personal retirement planning, philanthropic planning, and women and wealth. Prior to her advisory role, Rachael spent nearly a decade in municipal government, where she developed strategic solutions for complex problems. Rachael holds a Bachelor of Science degree in Business Management from Duquesne University and a Master of Business Administration from Colorado State University, where she earned a certificate in applied finance. She carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She guides clients through retirement, charitable giving, legacy planning, and major life transitions. Outside of her professional career, Rachael is engaged with the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. She and her husband, Trace, reside in Fort Collins and enjoy year-round outdoor activities such as ice climbing, cycling, paddleboarding, and hiking.