Eric Gill is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brandon Lee is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He partners with clients to clarify their financial priorities and develop strategies for retirement preparation and confident investing. Prior to this, he held several positions at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2023-2025), and Financial Representative (2022-2023). Before joining Fidelity, Brandon worked at TTCU Federal Credit Union where he served as a Mortgage Loan Originator from 2020 to 2022 and as a Branch Manager from 2018 to 2020. His experience spans investment consulting, financial planning, relationship management, mortgage lending, and branch operations. Outside of his professional career, Brandon has personal interests in comedy, family activities, museums, music, and parenthood.

Kelly Stewart is a financial advisor with Raymond James & Associates in Boulder, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Raymond James in 2020, Stewart worked at J.P. Morgan Securities for eight years and Bank One for eighteen years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutional clients, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Robyn Carlson is a Financial Consultant currently working with Fidelity Investments since 2024. She collaborates with individuals and families to co-create and implement comprehensive financial plans tailored to different life stages. Robyn's professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024, and as a Financial Advisor Associate at Bankoh Advisors from 2019 to 2022. Her expertise encompasses guiding clients through financial planning to work towards financial freedom. Outside of her professional role, Robyn engages in interests such as art, cooking and baking, fitness, hiking, painting, and volunteering.

James Kanai is a financial advisor with J.P. Morgan Securities in Louisville, Colorado. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matthew Ruplinger is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has worked at Baird since 2021. Prior to his advisory role, he worked at the Milwaukee County Medical Examiner and held various positions including at Marquette University and the Naval Reserve Officer Training Corps. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and custody services, combining internal research, manager selection, and innovative strategies such as tax-management and direct indexing.

Daniel Valenzuela is a CFP® credentialed financial advisor with 41 years of industry experience. He is currently with LPL Financial and has been with the firm since 2021. His prior experience includes operating Valenzuela Consulting, Inc. since 2007 and working with various insurance carriers and Waddell & Reed, Inc. since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jason Varasteh is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2025 and has prior work experience in the healthcare and technology sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and offers discretionary and non-discretionary advisory services.

Dalton Waldrop is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2008 and joined Merrill in 2019 after over a decade of experience with JP Morgan Chase and AXA Advisors. Dalton serves clients by developing comprehensive wealth management strategies tailored to individual needs, emphasizing strong relationships and straightforward communication to navigate the complexities of growing affluence. His expertise includes corporate benefits, executive and equity compensation services, family wealth management, legacy planning, retirement income strategies, philanthropic planning, portfolio management, and tax minimization. Dalton is a Certified Private Wealth Advisor® (CPWA®), a Certified Exit Planning Advisor (CEPA®), a Certified Plan Fiduciary Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's degree in finance from the University of Northern Colorado. Outside of his professional work, Dalton enjoys biking, swimming, and spending time with his family. He lives in Erie with his wife and two daughters, where they engage in outdoor activities such as camping, hiking, snowmobiling, and mountain biking. Dalton has also participated in coaching youth sports and supports his daughters' involvement in softball, track, and theatre.

Maithreyi Gopalakrishnan is a financial advisor at Liquidifi with a Series 65 designation and three years of industry experience. She is the founder and CEO of PrecisionTerra, a company commercializing novel GPS technology developed at the University of Colorado-Boulder, and also serves as an AI Expert Contributor for Snorkel AI. Liquidifi provides investment management and advisory services exclusively to individual clients, specializing in fixed-income instruments as well as equities, mutual funds, and ETFs. The firm offers both model-portfolio and customized service tiers, emphasizing diversification and macroeconomic risk factors, and provides ongoing educational workshops in the community.

David Brown is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds a Series 65 designation and previously worked at Gold Medal Water, Inc. for 10 years. Outside of advising, he is co-owner of DH Blue Sky Realty. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports affiliated advisors through a centralized RIA structure.