Daniel Valenzuela is a CFP® with 41 years of experience in the financial industry. He has been with LPL Financial since 2021 and has operated Valenzuela Consulting, Inc. since 2007. He also has extensive experience with various insurance carriers and Waddell & Reed, Inc., where he has worked since 1997. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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.