Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Nicholas Oxaal is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role since 2026, he focuses on assisting executives with holistic wealth planning and benefits integration. His professional experience at Fidelity includes progressive roles starting from Workplace Planning and Advice Associate in 2023 to Workplace Planning Consultant I and II before his current position. Prior to joining Fidelity Investments, Nicholas worked as an Associate Financial Advisor at Northwestern Mutual from 2020 to 2023. This background contributes to his expertise in benefits and workplace planning. Outside of his professional life, Nicholas has interests in camping, football, hiking, playing musical instruments, skiing, and traveling.

Tierney Ziebelman is a CFP® with 11 years of experience in financial advisory. She is currently with Ameriprise in Denver, CO, where she has worked since 2016, including a prior role at MetLife Securities. Ziebelman owns and manages an advisory business under LbyD, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides customized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Jacob Duckett is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Kevin Zalanskas II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. 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 primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and a proprietary money market fund.

Lorilee Colgrove is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Curtis Financial, and she has experience with entrepreneurial ventures and nonprofit work, including with the American Refugee Committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Terri Riedel Manary is a Series 66 licensed financial advisor with 17 years of industry experience, currently with UBS Financial Services in Denver, Colorado since 2013. She is involved in an investment-related partnership, TNT Escapes LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Gordon Weightman is a financial advisor at Morgan Stanley in Denver, CO, holding the CFA® designation and Series 66 license with one year of industry experience. Prior to his current role, he worked for Callan LLC for 18 years. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Anthony Ferrara is a CFP® certificant with four years of industry experience, currently advising at Edelman Financial Engines in Boulder, CO. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, Wood Mackenzie, and LogicManager. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term focus and managing approximately $326 billion for around 477,000 clients.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tressler II is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at Robinhood Markets, J.P. Morgan Securities, and Merrill Edge. Outside of his advisory work, he owns two YouTube channels where he creates content reviewing non-alcoholic products and conducts research and development related to property management and banking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Terri Williams is a financial advisor at Morgan Stanley in Denver, CO, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its predecessor firms since 2009, following earlier experience with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning facilitated by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on modeling potential outcomes without individual security recommendations in standalone plans.

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Kimberley Rains is a financial advisor at RBC Capital Markets in Denver, CO, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that tailor portfolio strategies to client risk profiles using a mix of in‑house and third‑party investment managers.

Sage Polio is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Prior to joining Schwab, Polio held positions at Mindlance Inc, Lululemon, and Original Chop Shop. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 supported by multi-asset model portfolios and centralized operational infrastructure.