David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catherine Coleman is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning utilizing structured processes and firm-approved tools, serving clients directly and through corporate financial planning agreements.

Peter Dolan Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Smith is a Series 66-licensed financial advisor with Ameriprise in Arvada, Colorado, and has 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Ryan Bonnett is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked with CUNA Brokerage Services, CUNA Mutual Group, Canvas Credit Union, and Credit Union of the Rockies. 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, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Wade Balliet is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with over 20 years of industry experience, including 24 years at BMO/Bank of the West. He has been with Cambridge Investment Research Advisors and its affiliates since 2025. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Austin Shinn is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., New York Life, and several other organizations. 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 and discretionary investment solutions, using multi-asset model portfolios, formal alternative investment processes, and centralized custody and order-routing infrastructure.

Christine Armstrong is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at First Citizens Bank, Silicon Valley Bank, and several other financial firms since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Amelia Reback is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Global Equity. Outside of her advisory role, she serves on the board of the Global Equity Organization, a nonprofit focused on education in the employee stock plan industry, and is involved in buying and selling antiques and retail items through personal ventures. 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.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. 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.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Michael Hirschfeld is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. Based in Denver, CO, he operates within a large institutional firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

William Marcoux is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he is an investor and LLC member of MARG Partners LLC, which operates Morrison Inn, a retail restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Darryl Traweek is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cure Duchenne, First Tee of Greater Austin, Colorado Uplift, and A Precious Child. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile using both in-house and third-party investment managers.

Eric Jasper is a financial advisor with Edward Jones in Denver, CO, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He has been with Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Weintraub is a financial advisor with LPL Financial based in Boulder, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2009 and operates under the Meridian Wealth Management name since 2012. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Michael Strong is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Wealth Watch Advisors, Gradient Advisors LLC, Alpha Solutions Management, and Jackson National Life Distributors LLC. Outside of advisory work, he owns and conducts seminars for Personal Benefit Services Fed Training LLC, providing financial education for federal employees. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Bryce Blackwell is a financial advisor with UBS Financial Services in Westminster, CO, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Miranda Ross is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Bank of America. Outside of finance, she has worked as a cashier providing customer service. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad range of services and proprietary research to tailor investment strategies.