Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.

Bethany Essendrop is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at multiple firms including Purpose Planning and Spencer Financial. In addition to her advisory roles, she serves as a marketing coordinator at Purpose Planning, where she coordinates events and communications. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Michelle Makynen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, she worked in home health care and physical therapy, including a role as a Physical Therapy Assistant at Advanced Home Health Care. Outside of finance, she continues to work in physical therapy providing care to home health patients. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Kurt White is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Merrill and Pacer Financial. He also serves as an independent contractor financial advisor at Security Service Investment Group within Security Service Federal Credit Union. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.