Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has prior experience at Bank of America, Wells Fargo, and Northwestern Mutual, and has held roles outside the financial industry including positions at Hastings College and Best Buy. Merrill provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Logan Pesses is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Carnegie Companies, LLC. He serves as a trustee of an irrevocable life insurance trust established for his father. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a diverse platform that includes financial planning, portfolio management, and capital markets activities.

Susan Williams is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lester Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages a farming business and serves as a board member for the City of Sterling Parks, Library and Recreation Board. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Daniel Carroll is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Bank, NA since 2016 and Wells Fargo Clearing since 2021. Outside of his advisory role, he owns a business focused on developing a product to sanitize cans. Wells Fargo Advisors is a 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.

Shawn Harshman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience in the financial advisory field. Throughout his career, he has specialized in direct asset management, succession planning, and comprehensive wealth management. Shawn emphasizes the importance of financial confidence, which he believes is closely linked to clients' understanding of their financial wealth and life cycles. He guides clients through complex financial decisions to help them achieve their long-term goals. Shawn founded and led a successful wealth management firm for fifteen years, where he managed the strategic direction and overall financial well-being of his clients. He carries this dedication into his current role, striving to build lasting relationships centered on client success. His focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. He holds a Bachelor's Degree from the University of Wyoming and is a Personal Investment Advisor (PIA). A Wyoming native residing in Boulder, Shawn enjoys fly fishing, road and mountain biking, skiing, and spending time with his family.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.

Alexander Kaiser is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he offers access to specialists at Bank of America for services such as banking, credit, home financing, and small business solutions. Alexander's expertise includes managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. He works one-on-one with clients to define their goals and tailor portfolio strategies designed to reach them, offering ongoing advice as clients' situations evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Colorado System. A Colorado native, Alexander enjoys skiing and golfing and spends his personal time engaged in outdoor activities such as hiking, hunting, scuba diving, and skiing, as well as spending time with his family.

Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Frederick Heath is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging Merrill's investment insights alongside the banking and lending resources of Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Delaware. Frederick is also a member of the Phi Delta Theta professional organization. Committed to community involvement, he volunteers with organizations such as Trout Unlimited and Western Resource Advocates.

Thomas Mury Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Robert Burch is a CFP® and Series 66-registered advisor with Charles Schwab in Denver, CO, and has 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016. Outside of his financial advising career, he owns and operates Lance Burch Photography. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing both non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Paul Atkinson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Merrill from 2005 to 2015 and Morgan Stanley from 2002 to 2005. He holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client strategies.

Ethan Callaway is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Abiye Okuchaba is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Edward Jones from 2007 to 2009. With over 17 years of experience in the financial services industry, Abiye focuses on creating and maintaining personalized financial plans to support clients and their families. He emphasizes building long-term relationships and managing life changes alongside clients. Abiye holds insurance licenses in Arkansas and California. Outside of his professional work, Abiye is interested in family activities and running.

Mackenzie Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Roberts worked at Swiftly, Salsify, Foundry Brands, Amazon, and Fred Meyer Jewelers. Edward Jones is a full-service wealth management firm serving more than 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, supported by a nationwide network of over 23,000 financial advisors.

Susan Mohacey is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Newbridge Securities and was self-employed for ten years. Outside of finance, she works as a medical transcriptionist for Stone Network Inc. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fred Williams is a financial advisor with Raymond James & Associates in Boulder, Colorado, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he owns and manages rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a non-discretionary approach, utilizing various portfolio management styles and affiliated research.

Deborah Mccann is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including 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 incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Cathy Anderson Hyams is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of her advisory work, she is an active owner of a family farm. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies based on each client’s Advisory Risk Profile.