Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Nuveen Asset Management, The Vanguard Group, and American Portfolios Financial Services. Outside of finance, he has worked with TaskRabbit. Osaic Advisory Services, LLC serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Rooyakkers is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at American Portfolios for 17 years and has been involved in wealth management services since 2006. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Erin Larney Themig is a CFP® professional with 22 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has worked at Commonwealth and Azimuth Wealth Management since 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Osaic Advisory Services and its affiliated firms since 2024 and has prior experience with Wealth Management Services dating back to 2008. Outside the financial industry, Weier is involved in the hospitality sector and serves on the board of the Winter Park Ranch Water Department. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models with custody primarily through Schwab and Fidelity.

Jeffrey Mizner is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Serenity @ ELW, a limited liability company in Tampa, FL. 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 offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisor role, he owns Crystal Creek Wealth Management LLC and serves as trustee for a 401(k) plan through that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu focused on a range of client needs and integrates advisory services with various financial product and referral channels.

Martin Nee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Matola is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds the Series 66 credential. His prior experience includes roles at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is a partial owner of Brand Results LLC, a car cleaning products marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using in-house research and planning tools.

Emily Trainor is a Series 66 licensed financial advisor with Edward Jones, based in Granby, CO, and has two years of industry experience. Prior to joining Edward Jones, she worked at Swift Communications, Grand County Government, Sky-Hi News, and Summit Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Ea Moulton is a Series 66 licensed financial advisor at Edward Jones in Granby, Colorado, with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a part-owner of Sabina Jewelry, a business she co-founded with her sister, and owns an online retail LLC selling products on Amazon and Walmart. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, and operates under a fiduciary standard.

Rebecca Glover is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tod Potter is a financial advisor with Wells Fargo Clearing in Winter Park, CO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.