Kelli Olsheski is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER® professional associated with Merrill. She specializes in helping executives, business owners, engineers, women, and their families navigate the complexities of their financial lives through clear, personalized strategies aligned with their goals and priorities. With extensive experience in college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment strategy, Kelli addresses the intricate financial needs of her clients. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CHARTERED FINANCIAL CONSULTANT (ChFC), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes tailored financial solutions to secure a comprehensive and fulfilling future for her clients. Kelli earned her Bachelor's degree from Virginia Polytechnic Institute & State University. She is fluent in both French and English. Outside of her professional work, she enjoys adventure sports including biking, hiking, ice hockey, running, skiing, yoga, and spending time with her family.

James Kanai is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services, Inc., Merrill, Bank of America, Charles Schwab, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Matthew Ruplinger is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at the Milwaukee County Medical Examiner and Marquette University. Robert W. Baird & Co.’s Private Wealth Management department, including The DDK Group team, serves individuals, corporate clients, pension plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and technology, including artificial intelligence, in its advisory process.

Daniel Valenzuela is a CFP®-credentialed financial advisor with 42 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 24 years with Waddell & Reed, Inc. He is also the principal of Valenzuela Consulting, Inc. and has experience with various insurance carriers through W&R Insurance Agencies, Inc. He is based in Boulder, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its large network of advisors with research tools, third-party asset management access, and institutional platforms.

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.