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.

Kim Winn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015, working out of Westminster, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.

Pietro Mariani is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Workplace Planning Consultant at the same company from 2021 to 2023. In his current position, Pietro focuses on understanding clients' unique financial situations and supporting them in meeting their financial goals through personalized planning and strategies. Throughout his tenure at Fidelity Investments, Pietro has developed expertise in investment consulting and workplace financial planning. He emphasizes a client-centered approach, aiming to create easy-to-understand plans tailored to individual needs. Pietro is committed to helping clients feel confident and satisfied with their financial decisions.

Jill Bischoff is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014 across multiple periods. Outside of her advisory role, she owns a jewelry-making business in Broomfield, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

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.

Jeremiah White is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Jeremiah utilizes a needs-based planning approach combined with his diverse career experience and CFP credential to address the unique needs of individuals and families. He focuses on creating customized client experiences by developing personalized financial roadmaps. His professional background centers on financial consulting and investment guidance within Fidelity Investments.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliate from 2010 to 2025 and currently operates Tenacity Investment Group alongside his role at LPL. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

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.

Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, 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.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory work, she serves on multiple governance boards for community health organizations in Thornton and the Mountainland pediatric practice. 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 asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Maxwell Paul is a Series 66-credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Beth Stenz is a financial advisor with Edward Jones in Erie, Colorado, holding CFP® and ChFC® designations with 18 years of industry experience. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns Heels on the Gridiron LLC, a lifestyle blog covering travel, fashion, beauty, and sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including trust services and securities-based lending.