Amy Diehl is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, she spent 11 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. She also has experience with Vlm Properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Maddie Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Wells Fargo Bank. Roberts is based in Boulder, CO. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Dallas Grabow is a CFP® with 29 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked at the Credit Union of Colorado since 2009. His career includes involvement with an insurance agency and multiple investment centers under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Cox is a Financial Consultant currently working at Fidelity Investments since 2025. He has a background in financial advising and investment consulting within the financial services industry. Prior to his current role, Robert served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Senior Financial Advisor at Vanguard from 2021 to 2024. He also worked as an Investment Operations Specialist at Ronald Blue Trust between 2018 and 2021. Robert employs a collaborative and educational approach to partner with individuals and families in defining and constructing financial plans tailored to important life moments. His experience spans various roles that contribute to his expertise in financial planning and investment management. Outside of his professional career, Robert has personal interests that include baseball, comedy, golf, movies, pets, and reading.

Turner Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hantz Group and has diverse experience including roles at Stonewater Country Club and Fifth Wheel Freight. 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 team of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Heather Baker is a Series 66-registered financial advisor with Merrill in Denver, Colorado, with 27 years of industry experience. She has worked at Merrill since 1994. 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, and institutional investors.

Jena Schwener is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2019 before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Richard Hendry is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory services and employer-sponsored retirement plans.

Tyler Freeman is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has held multiple business roles, including ownership of Tyler Freeman LLC. Freeman is involved in community organizations such as Golden Orator Toastmasters and the Golden Rotary-Satellite club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Johnny Fenley is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, following roles at Blue Room Investment Advisors and Segall Bryant & Hamill. 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. The firm combines large institutional advisory operations with multiple market-facing registrations and operates on a non-discretionary basis.

Gary Segiet is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2005 and previously at Amy Noel, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Sayre is a financial advisor with Wells Fargo Clearing in Boulder, CO. He holds a Series 63 designation and has 44 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Kelley Carey is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at Allegiant Travel Company for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at several financial institutions, including US Bank, State Farm, JPMorgan Chase Bank NA, and First Republic Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Sabo is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he operates a DBA under the name Sabo Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Nate Gelbach is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals, needs, and life events. In his role, he utilizes Fidelity's tools and resources to address clients' evolving financial requirements, emphasizing trust, communication, and education to help clients make informed financial decisions. Nate has been with Fidelity Investments since 2020, advancing through several roles including Procurement Intern, Portfolio Accounting Analyst Intern, Financial Representative, and currently Planning Consultant. This progression reflects his growing expertise in financial planning and client service within the firm. Outside of his professional responsibilities, Nate enjoys attending concerts and participating in outdoor activities such as golf, snowboarding, surfing, and swimming.

Joshua Overton is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Don Davis Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and analytics, managing approximately $2.74 trillion in client assets.

Brendan Payne is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Delaware Life Insurance Company and Jackson National Life Distributors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.