Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

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.

Zachary O'hayre is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Fidelity since 2025 and previously held roles at TIAA, Scottrade, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios managed through systematic methodologies.

Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jason Price is a financial advisor with Wells Fargo Clearing in Arvada, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2006. Outside of his advisory role, he is involved with the Rocky Mountain Angling Club, where he serves as a member services representative and organizes fishing trips. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Schuchard is a financial advisor at Thrivent Investment Management with 36 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation and is based in Northglenn, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Magali Lutz is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she is involved with Northfield Commons, a real-estate development investment in Boulder, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Laws is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, and prior to that spent seven years with VOYA Financial Advisors. Outside of advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services across various program structures.

Matthew Dolan is a financial advisor at Raymond James Financial with 20 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2021 and previously spent 15 years at Edward Jones. Outside of his advisory role, Dolan is the owner and president of MJD Financial Services, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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.

Danielle Patnode is a financial advisor at Edward Jones in Lafayette, Colorado, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. 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 and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.