Jacob Rueter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Carvana, and Cooper & Rueter LLP. 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, pension plans, corporations, and charitable organizations.

Brendan Hamill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior employment includes roles at Raymond James & Associates, Robert W. Baird, and Carter Mackenzie International. He also served with AmeriCorps from 2019 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and extensive research resources.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Tyler Faulkner is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he assists clients in understanding and utilizing the benefits provided by their employers. Tyler collaborates with clients to develop financial plans that align with their retirement and other personal goals, leveraging Fidelity's tools and resources for ongoing tracking and maintenance. Tyler has been serving as a Benefits and Planning Consultant at Fidelity Investments since 2022. Outside of his professional work, he enjoys biking, playing board games, attending concerts, kayaking, engaging in outdoor adventures, and snowboarding.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

David Choury is a financial advisor with Primerica Advisors in Westminster, CO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory work, he is an officer of Choury Financial Group Inc., a legal entity formed for Primerica business purposes, and participates in sales of loan products and home-related services through affiliated companies. 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 to individual and high-net-worth clients. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a percentage-based tiered wrap fee structure.

Christina Jordan is a financial advisor at Edward Jones in Denver, CO, holding a Series 66 designation. She joined Edward Jones in 2025 after working at Paychex Inc, Pie Insurance, and 24 Hour Fitness USA, LLC. Christina has one year of experience in the financial advisory industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Clark Saenz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been involved in tax preparation and accounting through his role as CEO of Saenz Financial Services LLC since 2013 and also prepares tax returns as a contractor with Gosset and Associates. Saenz serves as a trustee of the Margaret Ellen Waldon Children's Trust, managing and distributing trust funds. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with a variety of program structures and investment options, managing over $256 billion in assets through more than 10,000 advisors.

Matthew Williams is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, where he has worked since 2009. He has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Jacob Blackburn is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Blackburn held positions at Charles Schwab Bank SSB and worked in various capacities at the University of Colorado – Boulder and other organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated wealth management platform.

Jeffrey Gore is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 66 designations and nearly 29 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years at LPL Financial, LLC. Outside of his advisory role, he is involved in tax preparation and consulting through his ownership of Optima Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and also has notable municipal advisory capabilities and specialized employer advisory programs.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Vickie Adams is a CFP® and Series 63 licensed financial advisor with 33 years of industry experience. She has worked at Cetera since 2025 and previously spent over three decades with Avantax Advisory Services and its affiliates. In addition to her advisory work, Adams owns a business consulting practice as a Certified Divorce Financial Analyst and provides tax preparation services. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management and a comprehensive suite of affiliated partners.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. 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, using multi-asset model portfolios and centralized custody and operational infrastructure.

Alex Osmond is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors, Axa Advisors, and All Season Financial Advisors. Osmond also operates under the trade name Axiom Wealth Alliance as a financial planner. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers various investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored to client objectives.

Aubrey Jones is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. Before joining Edward Jones, Jones worked as a volleyball coach at Rise Volleyball Club and held various roles including positions with the Colorado State Public Defender and Colorado Mesa University. Jones’s outside activities include coaching volleyball in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has experience at several firms including Bank of America, Wells Fargo, and Northwestern Mutual. Prior to entering the financial industry, he worked in various roles including at Hastings College and Best Buy. 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 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.