Cody Adams is a financial advisor with Edward Jones in Broomfield, CO, holding the CFA® designation and Series 66 license. He has five years of industry experience, including prior roles at Ameriprise, Duff and Phelps LLC, and PwC. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Russell Kyncl is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Cambridge since 2008. In addition to his advisory role, he is involved in life coaching and business exit planning, and he is an author, educator, and speaker. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platform arrangements and maintains proprietary model strategies alongside access to unaffiliated strategists.

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® with 7 years of industry experience, currently serving as a financial advisor at LPL Financial in Boulder, CO. He has been with LPL Financial since 2016 and was previously involved with First Presbyterian Church of Boulder. Hill is also connected to the non-profit organization Young Life Saint Vrain Valley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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.

Gustin Fox Smith is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He founded Fox-Smith Wealth Management, LLC, which provides financial services and advisor transition consulting, and is also an author of an estate planning workbook. Smith has been affiliated with Cetera since 2013 in various capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

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.

Robert Malone is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated firms since 2015. Outside of his advisory role, he is an independent associate for a natural food supplements company, UnivEra. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various retirement services, supported by a large network of advisors and multiple program structures.

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.

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 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 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.