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.

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.

Jacob Verdoorn is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. He serves as a board member of the Jeff and Julie Verdoorn Foundation, a family nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

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.

Patricia Kaplan is a financial advisor at Raymond James Financial with 35 years of industry experience. She has held positions at JPMorgan Chase Bank, JP Morgan Securities, and Merrill prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

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.