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 with Wells Fargo Clearing since 2019. His prior roles include positions at Mercer Global Advisors Inc., Cambridge Investment Research Advisors, Wealth Advocates, and Yellowstone Partners, LLC. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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.

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, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Confluence Inc and Waddell & Reed, Inc, along with involvement in various insurance agencies. He also operates a business entity for tax and investment purposes under Confluence Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

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.

Eric Imker is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports delivered through a centralized consulting team in partnership with advisors like Imker.

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.