Carroll Dannettell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Cetera Wealth Services, HD Vest Investment Services, and B & Y CPAs, as well as operating his own firm, Well Balanced Financial Services Inc. outside of his advisory duties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform supported by over 10,000 advisors and more than $256 billion in assets under management.

Thaddeus Beller is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TCW Group LLC and Victory Capital Advisers, Inc. in roles spanning seven and two years, respectively. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and nonprofits. The firm offers various advisory programs with tailored investment strategies implemented through a combination of internal and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.

Daniel Valenzuela is a financial advisor with LPL Financial in Boulder, CO, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. He previously worked for Waddell & Reed, Inc. for 24 years and operates Valenzuela Consulting, Inc. alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a wide network of advisors.

John Nimock III is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at UBS Financial Services since 2013. Outside of advisory work, he serves on the finance committee of Warren Village, a nonprofit organization supporting single parents and their children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management, using proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides access to a broad set of capital markets and research resources.

Jason Varasteh is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2025 and has prior work experience in the healthcare and technology sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and offers discretionary and non-discretionary advisory services.

Dalton Waldrop is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2008 and joined Merrill in 2019 after over a decade of experience with JP Morgan Chase and AXA Advisors. Dalton serves clients by developing comprehensive wealth management strategies tailored to individual needs, emphasizing strong relationships and straightforward communication to navigate the complexities of growing affluence. His expertise includes corporate benefits, executive and equity compensation services, family wealth management, legacy planning, retirement income strategies, philanthropic planning, portfolio management, and tax minimization. Dalton is a Certified Private Wealth Advisor® (CPWA®), a Certified Exit Planning Advisor (CEPA®), a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's degree in finance from the University of Northern Colorado. Outside of his professional work, Dalton enjoys biking, swimming, and spending time with his family. He lives in Erie with his wife and two daughters, where they engage in outdoor activities such as camping, hiking, snowmobiling, and mountain biking. Dalton has also participated in coaching youth sports and supports his daughters' involvement in softball, track, and theatre.

Andrew Forzley is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Transamerica Capital Inc., OppenheimerFunds, and RBC Wealth Management. 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Laila Rusta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Bank since 2014 and has been affiliated with Front Range Community College since 2011. Outside of finance, she has partial ownership in a Denver-based event decorating business and works as a caregiver attendant through a separate company. 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 a large asset base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julia Smith is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with LPL Financial since 2012, with prior experience at Osaic FA, Inc. and an earlier tenure at LPL Financial. In addition to her advisory role, she is involved with Financial Balance Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolios, and institutional platforms, utilizing both proprietary research and third-party investment strategies.

Maithreyi Gopalakrishnan is a financial advisor at Liquidifi with a Series 65 designation and three years of industry experience. She is the founder and CEO of PrecisionTerra, a company commercializing novel GPS technology developed at the University of Colorado-Boulder, and also serves as an AI Expert Contributor for Snorkel AI. Liquidifi provides investment management and advisory services exclusively to individual clients, specializing in fixed-income instruments as well as equities, mutual funds, and ETFs. The firm offers both model-portfolio and customized service tiers, emphasizing diversification and macroeconomic risk factors, and provides ongoing educational workshops in the community.

David Brown is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds a Series 65 designation and previously worked at Gold Medal Water, Inc. for 10 years. Outside of advising, he is co-owner of DH Blue Sky Realty. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports affiliated advisors through a centralized RIA structure.