Marilyn Weaver is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked with firms including Crux Wealth Advisors and Presidential Brokerage, Inc./Forta Financial Group. Outside of her advisory role, she is involved in two wealth management support companies where she serves as producing advisor and president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through its advisory programs or other providers.

Gregory Thomas is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2005. Outside of his advisory role, he is the CEO of GT Financial Group, Inc., where he occasionally engages in sales of life insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Jaray Smith is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, his work history includes roles outside the financial industry and community involvement with the Boys & Girls Club of Weld County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified investable universe.

Rachael Roth is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Prudential Insurance Company of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved software tools and offers specialized planning programs such as divorce and estate-settlement planning.

Alexander Goldstein is a financial advisor with OSAIC, holding a Series 66 credential and having 10 years of industry experience. He previously worked at LPL Financial for nine years and has been associated with GPS Wealth Strategies Group since 2017. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms.

Mark Halfhill is a financial advisor at Fidelity with 10 years of industry experience. He has been with Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios built through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its formal advisory roles to multiple registered investment companies.

Eric Scheimer is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he is involved in agricultural businesses, including Schaefer Farms, Inc. and Serendipity Enterprises LLC, located in Colorado. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management alongside model portfolios and third-party research.

Ariel Lyddane is a Planning Consultant at Fidelity Investments, LLC, a role held since 2023. Prior to this, Ariel gained extensive experience within Fidelity Investments, serving as a Relationship Manager in 2022-2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Ariel also worked as a Registered Representative at Gabelli Funds, LLC from 2012 to 2021. With over 13 years in the financial industry, Ariel focuses on developing personalized financial plans that consider clients' overall financial well-being, including their Fidelity accounts. Ariel holds insurance licenses in Arkansas and California. Outside of work, Ariel's interests include attending concerts, engaging in family activities, outdoor adventures, caring for pets, reading, and traveling.

William Edelmann is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 credential and has worked at Bank of America and Merrill since 2024. Prior to his current roles, he has experience in various fields including technology and food service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Stremick is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at UBS from 2016 to 2017. Outside of her advisory role, she is the sole proprietor of Cha Cha LLC, a wholesale and manufacturing business based in Centennial, Colorado. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analysis methods.

Justin Hussion is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to help strengthen their financial well-being. Justin has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions Representative I to his current position. His experience at Fidelity spans several years, during which he has developed expertise in investment solutions and client partnership. Outside of his professional responsibilities, Justin's personal interests include baseball, beach activities, football, golf, and surfing.

Leopoldo Nava is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he was involved with The Reloading Zone and served the City and County of Denver. Outside of financial advising, Nava owns a business that buys and resells items from reloading estate sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and consulting services.

William Tryon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he owns and operates two wealth management-related businesses based in Denver, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Shane Cohen is a financial advisor with Fidelity Investments in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Cohen performs magic, including at children’s birthday parties and on stage. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary mandates.

Michael Hill is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work history includes roles at WoodForest National Bank and various positions within Fidelity Investments. He is part of 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 employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver advisory solutions.

Christopher Bryant is a financial advisor at Raymond James & Associates based in Denver, CO, holding a Series 66 designation with 17 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining Raymond James in 2023. Outside of his advisory role, Bryant serves as an assistant coach and treasurer for Colorado Crush Fastpitch Inc., a nonprofit softball organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kean Boucher is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has been with LPL Financial and its predecessor since 2006. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Dustin Voag is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory work, he is involved in insurance sales. MassMutual Investors Services 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 offers tools such as Monte Carlo simulations and automated asset allocation to inform collaborative, annual financial planning relationships.

James Lunney is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 1995. Lunney also writes and sells a compliance-approved monthly update letter. 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 brokerage services, utilizing model portfolios and research from multiple sources.

Cameron Eades is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., The Walt Disney Company, and Lululemon. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.