Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Scott Tater is a Private Wealth Advisor at Merrill Private Wealth Management, where he has been with the firm since 1992. Over the years, he has held multiple roles including Director of the Greater Colorado Wealth Management Market. Scott leads a Private Wealth Team that takes a family office approach, working with clients to address complex financial needs while delivering tailored strategies and services. Scott’s expertise includes advising on concentrated and restricted stock positions, option analysis, pre- and post-liquidity event planning, tax mitigation, and customized investment management. His client focus encompasses corporate executive services, divorce transition planning, executive and equity compensation, liquidity management, new wealth management, and portfolio management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both a Bachelor of Science in Business and a Master’s in Finance from Walsh College. Originally from Michigan, Scott developed a passion for skiing, which enhanced his move to Colorado. Outside of work, he and his family enjoy traveling, mountain biking, and skiing.

James Jacobson is a financial advisor at Edward Jones in Westminster, CO, holding CFP® and Series 66 designations with five years of industry experience. His prior roles include positions at Fannie Mae and SunTrust Bank. Outside of his advisory work, he serves on the Building Fund Board and chairs the Capital Campaign Committee for the Bal Swan Children's Center, a private school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Nicholas Hughes is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Hilltop Securities, TIAA, and Amazon, as well as academic roles at Butler University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Haley Neely is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, she held various roles outside the financial sector, including positions in the restaurant industry. 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 through a select group of Wealth Advisors.

Jeffrey Hood is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at IMST Distributors, 361 Capital LLC, Janus Capital Management, and Wells Fargo Clearing. He is slated to join the board of Stanley British Primary School in August 2025, where he will also serve on the finance committee. 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.

Brenda Archer is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has worked with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds the Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Drew Wotton is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Boulder, CO, with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Edward Jones from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a combination of quantitative asset-allocation modeling and centralized due diligence.

William Bowman Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through both direct relationships and corporate financial planning agreements.

Zachary Yarnell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career background includes roles at U.S. Bank, Deloitte, and the University of Denver prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.

Lucas Giokas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at Real Capital Solutions from 2014 to 2021. His credentials include the Series 63 and Series 66 licenses. 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 applying an ESG eligibility framework in its recommendations.

James Bass is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining J.P. Morgan in 2021, he spent 14 years at Credit Suisse Securities (USA) LLC. Outside of his advisory role, Bass is involved as a member in investment ventures including a sports analysis company and a digital asset lending marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Pamela Miller is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and having seven years of industry experience. She has worked within various Wells Fargo entities since 2001. Outside of her advisory role, she serves as vice-president of the West Skylake Ranch Homeowners Association, where she participates in meetings concerning subdivision upkeep and neighbor disputes. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Katherine Robbie is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining RBC in 2017, she worked at UBS Financial Services from 2002 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Elias Dolson is a Financial Advisor specializing in personalized wealth management strategies. He works within Merrill Lynch Wealth Management, combining investment insights from Merrill with the banking and lending solutions of Bank of America to assist clients in pursuing their financial goals. With expertise in areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income, Elias collaborates closely with clients to develop customized strategies tailored to their specific circumstances. Elias holds a Bachelor's Degree from the University of Nebraska System and a Master of Business Administration (MBA) from the University of Colorado System. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Elias enjoys activities such as biking, golfing, hiking, music, pickleball, running, skiing, traveling, and watching movies.

Daniel Grote is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Securities America Advisors and Hornor, Townsend & Kent, LLC. Outside of advising, he is engaged in non-variable insurance sales and has worked as a rideshare driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of investment strategies and utilizes technology tools for operational support while maintaining oversight of over $819 billion in discretionary assets and more than 22,800 advisors.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Daniel King is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2007, including JPMORGAN Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.