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.

Michael Brofman is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he collaborates with clients to enhance their long-term financial futures by maximizing executive benefits and integrating these into comprehensive financial plans. He emphasizes building lasting relationships with clients to support their unique goals and aspirations. Michael began his career at Fidelity Investments in 2022 as a Workplace Planning Associate. He progressed through roles including Workplace Planning Consultant I and II before assuming his current position in 2024. His professional experience centers on benefits planning and workplace financial consulting. Outside of his professional work, Michael has interests in comedy, cooking and baking, football, and gardening.

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.

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.

Melyssa Slusarz is a financial advisor at Merrill with 10 years of industry experience and a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she operates Melyssa Slusarz Photography, a part-time photography business based in Boulder, Colorado. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Cheryl Myler is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

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.

Lauren Wollenhaupt is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining UBS in 2025. Outside of her advisory role, she serves as a power of attorney for an individual IRA account. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering access to proprietary research, capital markets services, and diversified investment products.

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.

Kimberly Byrne is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at UBS since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2011 to 2021. 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 integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

Peter Masouras Masouras is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Osler Therapeutics, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.

Matthew Trontel is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he is a co-manager of an LLC that holds mining rights. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

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.

John Bickel is a financial advisor at Robert W. Baird & Co. in Denver, CO, with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Robert W. Baird since 2010. Outside of his advisory role, he is the owner of Prewitt Waterfowlers, a hunting and fishing club. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory roles, strategic partnerships, and advanced investment management tools.

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.

Hal Anderson is a financial advisor with Raymond James & Associates in Aurora, CO, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at TIAA, Robinhood Financial, and part-time employment with the City and County of Denver and Stadium Management Company, LLC. Outside of finance, he is involved in community sports as a certified official referee and coach. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies, including municipal advisory and market-making roles in government bonds.

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.