Paul Murray is a financial advisor with Merrill in Denver, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA before joining Merrill and Bank of America in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office expertise with third-party managers to implement diversified portfolio solutions.

Hannah Matheson is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, she worked in real estate services and held positions in the U.S. Department of Defense and the hospitality industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

Saleem Aldawoodi is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including trucking and commodity risk before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Devin Barton is a financial advisor at Edward Jones with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory role, he owns Barton Enterprises LLC, a business engaged in owning and leasing commercial real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ransom Flint is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at James Peak Pizza, PFS Investments Inc., Idlewild Spirits Distillery, and Winter Park Resort. Outside of finance, he has experience in the food and beverage sector as well as home solutions. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program relying largely on model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

My Co Dinneen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Based in Denver, CO, he has spent his career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Katherine Healey is a financial advisor with Edward Jones in Lakewood, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Northwestern Mutual, Synergy One Lending, and Guaranteed Rate Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Samantha Squires is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation. She has one year of industry experience and previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Her work history also includes roles in insurance services and vacation management. Wells Fargo Advisors is a large 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 both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Kristen Hahn is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Simmons is a financial advisor at Edward Jones in Westminster, CO, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory work, Simmons is an ordained minister performing weddings and funerals, and he pursues activities in fire eating, storytelling, and modeling. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Brian Bush is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 23 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is currently a part owner and financial professional at FS Advisors Wealth Management. Bush Wealth LLC is an entity he owns for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Jorin Bale is a CFP® and ChFC® credentialed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Elevations Credit Union, Cuso Financial Services, Lp, and Bancwest Investment Services, Inc. He serves on the board of the "I Have A Dream" Foundation of Boulder County. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Alan Webster is a financial advisor with UBS Financial Services in Boulder, Colorado, holding a Series 63 designation and 48 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, Webster is a musician who performs with the River Rock Band. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, Colorado, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services with a diverse platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Dix is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Capitala Advisors Corp., Dix Barrett & Stiltner, and Steele Street Bank and Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Sterling Crowe is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Denver, CO since 2013. He serves as a member of the board of directors for the Denver Health Medical Plan, which provides healthcare coverage for employees of the Denver Health Authority and the Career Service Authority. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services across multiple financial products and platforms.

Kenric Vezina is a financial advisor with Edelman Financial Engines in Westminster, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of finance, he provides freelance voice over services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a proprietary modeling process with planner delivery and online tools. The firm manages a wide range of portfolios with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Jesse Weiner is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both 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 planning process that includes scenario modeling and advisory services without providing individual security recommendations in standalone plans.