Sunil Parekh is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. 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.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Keith Heintz is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Margaret Strenk is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She worked at William Blair & Company from 2011 to 2017 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Mahyn Mata is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Mahyn worked in travel and spent several years with the Early Learning Center of Aspen and Aspen Skiing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shelly Stryker is a Series 66-credentialed financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Denver, Colorado since 2021. Prior to joining Edward Jones, Shelly worked at Farmers Insurance from 2018 to 2021 and was involved with the Highlands Ranch Community Association from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Burris is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, she worked with several family offices, including Bojonowski, Nelson, and Sonnett families. She has also received residual payments from her previous role as a Beachbody coach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

David Burchfield is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2019, following a 20-year tenure at Charles Schwab & Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he serves as a consultant for Jihi Technologies Inc. David is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers and a variety of investment strategies tailored to client goals and risk tolerances.

Zachary O'hayre is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Fidelity since 2025 and previously held roles at TIAA, Scottrade, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios managed through systematic methodologies.

Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Rishab Pokale is a financial advisor with Charles Schwab in Denver, CO, holding Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Autozone, AutoMart USA, Home Depot, Arby's, and Culver's, as well as twelve years in full-time education. Charles Schwab 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Jason Price is a financial advisor with Wells Fargo Clearing in Arvada, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2006. Outside of his advisory role, he is involved with the Rocky Mountain Angling Club, where he serves as a member services representative and organizes fishing trips. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Edward Dippold III is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has served on the boards of the Peddie School and the Trenton Community Music School, where he participates in investment committees and strategic planning. He is also a member of the Mercer County and Philadelphia Estate Planning Councils. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions across a range of portfolio management styles.

Jeffrey Schuchard is a financial advisor at Thrivent Investment Management with 36 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation and is based in Northglenn, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

James Zonino is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity, including Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Byron Rayburn is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory work, he owns Rayburn & Associates, Inc., providing pension services, tax preparation, and consulting, and he has an interest in importing a tequila brand through Baja Billy Importers, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative engagements using analytical tools to guide investment category recommendations.

Shanya Yallaly is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Merrill Lynch, GWFS Equities, and Fidelity Investments. Outside of finance, she coaches volleyball at both the high school level and a youth volleyball club in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a range of capital markets and wealth management services.

Mitchell Markley is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and bringing 22 years of industry experience. He worked at Morgan Stanley Smith Barney for 11 years before joining UBS in 2020. Outside of his advisory role, he serves on the board of directors for the South Jeffco Sports Association, where he assists with financial matters related to youth sports activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets, custody, and lending solutions.

Samantha Qualteri is a financial advisor with LPL Financial, holding a Series 66 designation and based in Lakewood, Colorado. She has worked in the financial industry since 2014, previously holding positions at Bank of the West and BMO Bank N.A. before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.