Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has held roles at firms including I.M. Financial, Merit Financial Group, and his own Novak CPA & Financial Services, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.

Ryan Schlagel is a Planning Consultant currently working at Fidelity Investments. In his role, he focuses on assisting clients in developing personalized financial strategies aimed at fostering confidence in their future. Since 2022, Ryan has served as a Workplace Planning Consultant III at Fidelity Investments. His work involves creating tailored plans to meet individual client needs. Outside of his professional responsibilities, Ryan's interests include fitness, football, golf, pets, and snowboarding.

Monica Marquez is a Series 66 licensed financial advisor with Edward Jones, where she has worked for nine years. She is based in Northglenn, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Lynch is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boulder, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2015 and also has experience with First National Bank dating back to 2012. Lynch is involved with First Investments & Planning as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

TJ Vondra is currently a Market Leader at Fidelity Investments, where he focuses on creating an environment that supports both employees and clients in achieving success. He emphasizes a client-first approach in his work and dedicates his efforts to fostering connections, providing feedback, and supplying necessary resources. TJ has a broad range of experience in the financial services industry. Prior to his current role, he served as Vice President and Branch Office Manager at Fidelity Investments from 2016 to 2025, and briefly as Assistant Branch Manager in 2016. Before joining Fidelity, he held several positions at Ameriprise Financial, including Director of Sales from 2014 to 2016, Sales Manager from 2009 to 2014, and Financial Advisor from 2008 to 2009.

Melissa Martin is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked with Elevations Credit Union and CUSO Financial Services, LP. Outside of her advisory role, she owns a business called Clawzania in Loveland, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

Samantha Ediger is a CFP® professional with 32 years of experience in the financial services industry. She is currently with Morgan Stanley, where she has worked since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she is involved in several real estate ventures through ownership and partnership in related entities. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional investment solutions.

Matteo Baker is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having two years of industry experience. He previously worked at Charles Schwab in 2022 and was employed at the Mondavi Center Ticket Office from 2021 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of product types through its unique registrations and affiliations.

Sally Fischer is a financial advisor with Edward Jones in Boulder, CO, holding the ChFC®, Series 63, and Series 66 designations. She has 33 years of industry experience, all with Edward D. Jones & Co., L.P., where she has worked since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Maziar Shams is a Managing Director and Wealth Management Advisor based in the Denver office of Merrill Lynch Wealth Management. He joined Merrill Lynch in 1991 and holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA) designations. Shams serves as a Merrill Institutional Consultant, focusing on endowments, foundations, and nonprofit clients. He specializes in custom wealth planning and allocation strategies tailored for ultra-high net worth individuals, generational wealth, and family offices. Shams has substantial experience in using derivatives to achieve liquidity and diversification for holders of low-cost basis, concentrated, and restricted stock. Additionally, he and his team provide services to draft, execute, and review investment policy statements, implementing customized wealth management plans. Shams earned a Bachelor's Degree in Economics and International Affairs from the University of Colorado at Boulder and completed his graduate studies in Finance at the American Graduate School of International Management (Thunderbird) in Phoenix, Arizona. He speaks English, Persian, and French. His personal interests include biking, fishing, golfing, skiing, swimming, tennis, and traveling.

Sebastian Colsman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously held roles at JPMorganChase, Frankfurt School of Finance & Management, and Johnson & Johnson. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Connor McKee is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to understand their financial goals and needs, developing and adjusting plans to provide confidence and reduce uncertainty in their financial lives. Connor has been with Fidelity Investments since 2019, gaining experience in various roles including Planning Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. This progression has provided him with a broad understanding of financial services and client support. No information about education, credentials, personal interests, or community involvement has been provided.

Katie Hallen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. She is also an investor and partial owner of Hallen Ventures LLC, a family LLC for tax and estate planning purposes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Andrea Gittleson is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Edward Jones and Sheraton, where she currently provides guest activities at a resort. She is also a co-owner of Sunset Valley Meats LLC, where she raises cattle and sells beef. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversified investment strategies across brokerage and advisory platforms.

Kelsey Spalding is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at The Retro Room from 2016 to 2020. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kathleen Strother is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathaniel Gann is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions in catering and automotive sales. He serves on the Board of Directors for The Family Learning Center in Boulder, Colorado. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Michael Crotty is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley since 2009. Based in Lafayette, CO, he has worked in private banking and wealth management roles during his career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Sutton is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Ball Aerospace, Delivered Services LLC, and Bell Helicopter. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Horsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with customized strategies for wealth accumulation, distribution, and preservation. His expertise spans family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategies. A native of Denver, Sean holds a Bachelor's Degree from the University of Colorado System. He is a Personal Investment Advisor (PIA) by designation. Outside of his professional role, Sean enjoys outdoor and recreational activities such as camping, skiing, golfing, tennis, and woodworking, and values spending time with his wife and two children.