Mary Alpers is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. She joined Robertson Stephens in 2024 after previously leading Alpers Financial Planning and Three Points Financial. Mary is based in Colorado Springs, CO. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Joel Helzer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He previously spent 13 years at T. Rowe Price. Outside of advising, he is involved with Meghan Helzer Photography LLC and is a plasma donor at BioLife. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and utilizes a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.