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.

Kyle Schubert is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation. He has one year of industry experience, including prior roles at BMO, American Financing, and Pulte Mortgage. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christina Johnson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matteo Baker is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at Charles Schwab and JPMorgan Chase Bank. Prior to his financial services career, he worked at the Mondavi Center Ticket Office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maziar Shams is a Managing Director and Wealth Management Advisor based in Merrill Lynch Wealth Management's Denver office. He joined Merrill Lynch in 1991 and holds several professional designations, including Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA). He focuses on custom wealth planning and allocation strategies for ultra-high net worth individuals, generational wealth, family offices, as well as serving Endowments, Foundations, and Nonprofits as a Merrill Institutional Consultant. He has extensive experience using derivatives to achieve liquidity and diversification for holders of low-cost basis, concentrated, and restricted stock. Maziar and his team provide access to services for drafting, executing, and reviewing investment policy statements, and implementing customized wealth management plans. His client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive Compensation, Equity Compensation Services, Legacy Planning, Liquidity Management, Philanthropic Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Tax Minimization. Maziar earned his Bachelor of Arts degree in Economics and International Affairs from the University of Colorado at Boulder and completed graduate work 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.

Roy Persky is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes five years at RBC Capital Markets followed by 22 years at Linsco Private Ledger. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with investment management supported by proprietary research and third-party subadvisors.

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.

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 with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously held positions at Truist Investment Services and Wells Fargo Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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 analytics.

Edmond Johnson IV is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pretty Vacant Woodshop LLC and the Hough Johnson Advisor Group. Outside of finance, he has experience working in small business and retail environments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning methods to deliver tailored investment recommendations.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2019 and has prior experience in retail and tutoring roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Kristofer Copeland is a financial advisor at Mass Mutual Investors Services with the ChFC® designation and Series 66 license. He has five years of industry experience, including roles at Brown Brothers Harriman and Co and Learfield-IMG College. In addition to his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative, annual planning engagements.

Timothy Hall is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Northwestern Mutual Wealth Management Company for 12 years. In addition to his advisory work, he owns Banana Stand Enterprises, which operates Garrison Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs in municipal finance and employer retirement plans.

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.

Gina Duryea is a financial advisor at Osaic with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Cetera Wealth Services, and Pension Planners Securities. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys and holds an insurance sales license for fixed annuity, life, and long-term care products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios that include a variety of securities and alternative investments.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jessica Beck is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Bank of the West. Beck is involved with the Women's Estate Planning Council in Denver, serving as a Programs Co-Chair and member. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management solutions and utilizing both proprietary and third-party investment strategies.

Zachary Runberg is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Black Creek Capital Markets, Foreside Funds Distributors LLC, and Versus Capital Advisors LLC. He has also worked with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and delivers services through Financial Advisors and specialized groups such as the Estate Planning Strategies Group.