Aron Castrejon is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and the University of Colorado, Denver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data.

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.

Elizabeth Gardinier is a Series 66-licensed financial advisor with UBS Financial Services in Boulder, Colorado, where she has worked for 12 years. She has 11 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Mahyn Mata is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Mahyn worked in travel and spent several years with the Early Learning Center of Aspen and Aspen Skiing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Strynar is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. Throughout his career, Mark has worked with firms such as Morgan Stanley and UBS before joining Merrill Lynch in 2014. He specializes in delivering disciplined, goals-based financial planning and outcome-oriented strategies tailored for high-net-worth individuals and families. His areas of focus include education planning, family wealth management, legacy and estate planning, tax minimization, retirement income planning, and socially responsible investing. Mark is part of a comprehensive advisory team that provides services including trust and estate planning, liquidity and cash management, asset and liability management, and wealth advisory to a diverse clientele that includes business owners, executives, entrepreneurs, attorneys, and artists. He holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations and earned a Bachelor’s degree in Art History from Rutgers University. Beyond his professional responsibilities, Mark serves on the board of the Boulder Jewish Community Center. He and his family reside in Boulder, Colorado, where they engage in outdoor activities such as skiing, hiking, biking, and trail running with their dogs. He also values community involvement, volunteering in local organizations and promoting a balanced lifestyle that reflects his personal interests in fitness and nutrition.

Adam Fullmer is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2019. His previous roles include positions at Mercer Global Advisors Inc., Cambridge Investment Research Advisors, Wealth Advocates, and Yellowstone Partners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alissa Smidt is a Series 66 licensed financial advisor with Merrill, based in Boulder, CO, where she has worked since 1999, totaling 27 years of industry experience. She holds a power of attorney role in an entity named A B S in San Marcos, California. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Jonathan Massey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Equitable Advisors since 2005 and previously with AXA Advisors, LLC for 15 years. Outside of financial advisory, he owns Jonny Massey Music, a music publishing and licensing startup, where he is the songwriter. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

To Pak is a financial advisor at Morgan Stanley in Boulder, CO, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Neil Lubar is a financial advisor with Morgan Stanley in Boulder, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages several investment-related limited liability companies focused on commercial real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support its financial planning process.

Matthew Mattice is a CFP® and ChFC® with 16 years of industry experience. He is currently with Raymond James & Associates and previously worked at firms including TIAA-CREF, Armadaglobal, MML Investors Services, Lenox Advisors, and Mass Mutual Life. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.

James Butler is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2018 and has held roles at Confluence Inc, Flatirons Bni, Waddell & Reed, Inc, and various insurance carriers over his career. Butler also operates a business entity for tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

James Scatena III is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Pamela Stoner is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 30 years of industry experience. She previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. The firm, Raymond James & Associates, is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Lissette Barrios is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has built her career since 1993. As senior partner of the GR Wealth Management Group, she leads a team that takes a comprehensive, client-focused approach to wealth management. The group emphasizes understanding clients and their families deeply—considering financial situations, priorities, risk tolerance, liquidity needs, and investment goals—to develop tailored strategies. Their client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette also serves as a Senior Portfolio Advisor within Merrill’s Investment Advisory Program, managing discretionary, customized investment strategies that draw on a broad range of Merrill and third-party solutions. Lissette holds multiple professional credentials, including the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a bachelor's degree in Economics from Barat College of Lake Forest, which was subsequently acquired by DePaul University. Fluent in English and Spanish, Lissette focuses on client areas such as family wealth management, legacy and philanthropic planning, retirement income, portfolio management, and education planning. Outside of her professional work, Lissette resides with her husband and two sons in the Northern Suburbs. The family supports several humanitarian and research organizations, including the American Cancer Society, United Way, and Special Olympics. In their free time, they enjoy outdoor activities, attending their sons’ soccer games, hiking, interior decorating, and traveling.

Blair Lanigan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. His work focuses on corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Colorado. Blair emphasizes building strategic, tax-efficient, and cost-effective financial plans through close collaboration with clients and coordination with outside professionals such as attorneys and accountants. Outside of his professional role, Blair is involved in community initiatives including BBSC Triathlon, Goodwill, Junior Achievement, and Reading Partners. He is fluent in English and Spanish.

Matthew Toelke is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial advice and services tailored to their needs. In his role, he focuses on managing clients' financial portfolios and assisting with wealth management strategies. Specific areas of expertise, educational background, credentials, and personal interests are not provided.

Lynne Grimson is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering customized investment strategies through multiple advisory programs and a combination of in-house and third-party managers.

Howard Blitz is a financial advisor with Morgan Stanley in Boulder, CO, holding a Series 63 designation and 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages the Blitz Family LLC, a family estate entity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Stewart Stothoff is a financial advisor with Ameriprise in Westminster, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns Montage Band, providing music entertainment for events such as weddings and private parties. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers personalized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a large institutional platform with a broad range of advisory, brokerage, and insurance solutions.