Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

Andrew Duffy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Aspen Grove Capital LLC, and Long Arc Capital. Outside of finance, he has experience working at The Pitcher Inn and operated a window washing business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amy Norder is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2014. She holds a Series 66 license and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Arist Sher-Jan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several positions including Investment Consultant, Workplace Planning Consultant I, II, and III, and Workplace Planning Associate. This experience has provided him with a comprehensive understanding of financial planning and investment consulting. Arist's professional purpose is to assist clients in navigating the complexities of finance to develop strong financial plans. He aims to empower clients to make confident financial decisions and to serve as a resource and coach for those seeking financial guidance. Outside of his professional work, Arist has interests in cars, comedy, fitness, social events with friends, pets, and skiing.

Eric Butler is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stadion Money Management and Fiduciary Investment Trusts. In addition to his advisory role, Mr. Butler is an independent insurance agent, transacting in insurance products including annuities. 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 advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from internal and third-party sources.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Melissa Ardourel is a financial advisor with Wells Fargo Clearing in Louisville, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Fishel is a financial advisor with Raymond James Financial in Denver, CO, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is president and owner of The Fishel Group, Inc., a financial services and portfolio management company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

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.

Wendy Martinez is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term orientation.

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.

Joel Cabrera is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2016. Outside of his advisory role, he serves as an assistant coach for the varsity football team at Thornton High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

Zack Matush is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. In this capacity, he works with clients and families to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Prior to joining Fidelity, Zack served as Regional Vice President at Prudential from 2014 to 2021. He holds a California Insurance License.

Ray Langel is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing a rental property as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Jerry Mathew is a CFA® charterholder and holds Series 63 and 65 licenses with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2020. He is based in Denver, CO. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

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.

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.