Steven Cooper is an Investment Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop thoughtful and strategic financial plans that align with their financial objectives. He brings nearly a decade of experience in financial consulting to his position. Prior to his current role, Steven served as an Advisory & Planning Consultant at Empower from 2022 to 2023 and as a Senior Financial Consultant at T. Rowe Price from 2017 to 2022. His professional background includes providing dependable guidance and insight to help clients approach their financial futures with confidence. Outside of his professional work, Steven has personal interests in comedy, social events, movies, music, parenthood, and traveling.

Paul Musilli is a financial advisor at Raymond James Financial with 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James Financial Services Advisors, Inc. in 2026. He holds a Series 66 designation and is based in Colorado Springs, CO. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining a unique affiliation with a municipal advisor and specialized advisory programs.

Emanuel Perez is a financial advisor with LPL Financial in Monument, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as experience in the automotive retail sector. Outside of financial services, he operates a vehicle rental business through Turo and works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from internal and third-party sources.

Ryan Holzwarth is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Stifel Nicolaus & Co Inc, Thrivent Financial, Wells Fargo, Vectra Bank, and JP Morgan. He serves on the board of Face it Together, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.