Jacob Rueter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Carvana, and Cooper & Rueter LLP. 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.

Luke Fox is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with business owners, executives, and families to design customized strategies that address the complexities of growing and preserving wealth. His approach incorporates insights from Merrill and banking solutions from Bank of America to help clients pursue their financial goals. Luke's expertise includes executive compensation, legacy planning, personal retirement planning, tax minimization, and retirement income. He and his team focus on connecting all aspects of clients' financial lives, providing guidance on topics such as managing concentrated stock positions, balancing growth and liquidity, and preparing for major transitions like business sales or retirement. He holds a Bachelor's Degree from the University of Oklahoma and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Luke spends time fishing, golfing, hunting, skiing, and with his family. He also engages in volunteer activities within his community as part of Merrill's tradition of community participation.

Brendan Hamill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior employment includes roles at Raymond James & Associates, Robert W. Baird, and Carter Mackenzie International. He also served with AmeriCorps from 2019 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and extensive research resources.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. 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 with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

David Choury is a financial advisor with Primerica Advisors in Westminster, CO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory work, he is an officer of Choury Financial Group Inc., a legal entity formed for Primerica business purposes, and participates in sales of loan products and home-related services through affiliated companies. 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 to individual and high-net-worth clients. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a percentage-based tiered wrap fee structure.

Christina Jordan is a financial advisor at Edward Jones in Denver, CO, with one year of industry experience. She holds the Series 66 designation and previously worked at Paychex Inc, Pie Insurance, and 24 Hour Fitness USA, LLC. 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 advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clark Saenz is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own tax preparation and accounting business, Saenz Financial Services LLC, since 2013. Saenz also serves as a trustee for the Margaret Ellen Waldon Children's Trust, managing and distributing trust funds. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Williams is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, where he has worked since 2009. He has 22 years of industry experience. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Autumn Davidson is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors, LLC. Outside of finance, she has experience working in the food service industry, including positions at Nick-n-Willy's Pizza and Southern Sun Pub and Brewery. 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 a range of services through independent Financial Professionals, including financial planning, investment management, and retirement plan advisory, with access to both proprietary and third-party strategies tailored to client objectives.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Jacob Blackburn is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Blackburn held positions at Charles Schwab Bank SSB and worked in various capacities at the University of Colorado – Boulder and other organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated wealth management platform.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Karen Nystrom is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2004 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Vickie Adams is a CFP® and Series 63 licensed financial advisor with 33 years of industry experience. She has worked at Cetera since 2025 and previously spent over three decades with Avantax Advisory Services and its affiliates. In addition to her advisory work, Adams owns a business consulting practice as a Certified Divorce Financial Analyst and provides tax preparation services. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management and a comprehensive suite of affiliated partners.

Rebecca Batizy is a Series 66-credentialed advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley since 2009, including ten years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she coaches the Boulder High Mountain Bike Team. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and research.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and operational infrastructure.

Alex Osmond is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors, Axa Advisors, and All Season Financial Advisors. Osmond also operates under the trade name Axiom Wealth Alliance as a financial planner. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers various investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored to client objectives.

Aubrey Jones is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. Before joining Edward Jones, Jones worked as a volleyball coach at Rise Volleyball Club and held various roles including positions with the Colorado State Public Defender and Colorado Mesa University. Jones’s outside activities include coaching volleyball in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of approximately 23,701 financial advisors.