Shane Berliner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the company's tools and resources. Shane aims to assist clients in building financial plans tailored to their goals and aspirations. Shane has been with Fidelity Investments since 2021, progressing through positions including Customer Service Representative Intern, Customer Service Representative, Investment Solutions Representative, and Investment Solutions Representative II before assuming his current role in 2025. This experience has provided him with a comprehensive understanding of investment solutions and client service. Outside of his professional responsibilities, Shane has interests in art, comedy, fitness, social events with friends, and music.

Gerald Graham Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and affiliated firms since 2013 and is also involved with Timberline Wealth Management and The Timberline Group. Outside of advising, he serves as vice president on the board of Athletic Ones, a nonprofit supporting student athletes with type 1 diabetes, and volunteers with the SIFMA Foundation’s Invest It Forward program as a teacher and judge for a national essay competition. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supporting both discretionary and non-discretionary services.

David Hopwood is a financial advisor with Wells Fargo Advisors based in Denver, CO. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2014 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Matthew Fumuso is a financial advisor at UBS Financial Services in Denver, Colorado, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as President of Net Impact Denver Professionals, organizing events focused on using business to benefit the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

David Westol is a financial advisor with Fidelity in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with various divisions of Fidelity since 2014, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory role, he is involved in managing residential rental real estate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Heidi Waldmann is a Series 66-credentialed financial advisor with three years of industry experience, currently with UBS Financial Services in Denver, CO. Her prior roles include positions at LPL Financial and RTI Employee Benefits. Outside of her advisory work, she is involved in teaching and coaching swimming at Dolphinz Swim School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Hewitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2015. 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 and 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.

Collin Holt is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he worked at Weisser Distributing and Augustana University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dolores Estela Santos is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2010 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly to individuals and through corporate financial planning agreements.

Craig Myers is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James Financial Services and its affiliates since 2003 and owns Oxford Wealth Management LLC, a support company. Myers also operates Myers Financial Services LLC, where he works as a life and health insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with capabilities that include municipal and public finance advisory services.

Anna Sernka is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2020. Prior to this, she held positions in both corporate and research settings, including at the University of Colorado and Leeds Business Research Division. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathan Sumner is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2021. His background includes roles with Waddell & Reed, various insurance carriers, and entrepreneurial involvement with Sumner Enterprises LLC. Outside of financial advising, he serves as an instructor at Whiskey University and volunteers with the Foundation for Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management approaches.

Thomas Worth is a financial advisor with LPL Financial in Brighton, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton, CO. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Keven Courson is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Advocare International LP and Confluence Energy, LLC. Outside of his advisory role, he has been involved as an independent distributor in the health and wellness sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Marc Morrone is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including management of registered investment companies and use of AI in research.

Erica Fulton is a financial advisor with LPL Financial in Arvada, CO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, with additional roles at Wells Fargo Bank. Outside of her advisory work, she is a notary and serves as a Senior Premier Relationship Manager for BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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.

David Campano is a financial advisor with Fidelity Investments based in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

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.