Billy Stone is a financial advisor at Edward Jones in Longmont, CO, holding CFP® and ChFC® designations with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as vice president and board member of the Coloradans Car Club, is involved with the Skyline Kiwanis Club and its foundation, and owns a small real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of more than 23,000 financial advisors.

Mary Wright is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a mentor in the Professional Mentorship Program at the Leeds School of Business. Morgan Stanley Wealth Management provides advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment programs and strategies in its offerings.

Tyler Mac Bride is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022 and previously gained experience at a registered investment adviser and Bank of America from 2018 to 2022. Prior to his financial services career, he was employed at Gold’s Gym and the University of North Carolina Charlotte. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Allison is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley, H&R Block, and the University of Colorado. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Larry Koenigsberg is a financial advisor at Raymond James & Associates with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2012. The firm 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Hill is a CFP®-certified financial advisor with LPL Financial in Boulder, CO, possessing eight years of industry experience. He has been with LPL Financial since 2016 and previously was involved with the First Presbyterian Church of Boulder for six years. Hill is also associated with the nonprofit organization Young Life Saint Vrain Valley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies across discretionary and non-discretionary accounts.

Adam O'hair is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he is associated with several real estate ventures as an owner or partner. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Serban Maracine is a CFP®-designated financial advisor with Edward Jones in Erie, Colorado, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, Maracine serves as a non-compensatory board member for Artbeat Media, providing advisory input on business strategy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Adam Ingram is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2007, progressing through various positions including Vice President and Branch Leader, Regional Planning Consultant, and Financial Consultant. His career at Fidelity reflects extensive experience in financial consulting and client relationship management. Adam specializes in guiding clients through Fidelity's planning process to assist with complex financial decisions. He focuses on building and maintaining long-term relationships with clients and team members. Outside of his professional role, Adam enjoys fitness, golf, parenthood, reading, running, and writing. He lives in Colorado with his wife and three children.

Gregory Fesperman is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, including Charles Schwab Bank SSB since 2019. Prior to that, he worked at Braunfels Labs from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

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.

Michael Gray is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, providing clients with a range of multi-asset model portfolios and an integrated platform for advisory, brokerage, custody, and cash-sweep services.

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 at firms including Ameriprise Financial Services, Inc., Merrill, Bank of America, and Charles Schwab. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting with a focus on quantitative modeling and ESG considerations.

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 financial advisor with LPL Financial in Boulder, CO, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. He previously worked for Waddell & Reed, Inc. for 24 years and operates Valenzuela Consulting, Inc. alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a wide network of advisors.

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.