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.

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.

Emily Gabriel is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to her current role, she worked for Northwestern Mutual and its affiliated entities for eight years. Outside of her advisory work, she is involved as a committee member for This is Women’s Work Podcast, contributing to promotion and content development. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Charles Eakin is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America and Ent Credit Union. Outside of finance, he has experience with Ag-Grow Drones. J.P. Morgan Securities LLC 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 advisory services alongside affiliated brokerage and investment management capabilities.

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.

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.

Gregory Hoover is a financial professional with 17 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several related firms including Cetera Advisors LLC and Bank of the West. He is also involved with the Prosperity Network of Advisors as a financial professional. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

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.

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.

David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. 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 offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

Ashley Lane is a Financial Consultant at Fidelity Investments, where she has been assisting clients with their financial planning needs since 2019. She utilizes Fidelity's investment platform and technology to support her clients effectively. Prior to joining Fidelity, Ashley worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2018. Her professional experience spans over a decade in financial advisory roles. Outside of her professional responsibilities, Ashley enjoys cooking and baking. She also values family activities and parenthood, which are important aspects of her personal life.

Erica Fulton is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has a career background that includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of her advisory work, she serves as a notary and works as a Senior Premier Relationship Manager at BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

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 66 and Series 63 licenses and has worked at JPMorgan Securities, JPMorgan Chase Bank, NA, and Charles Schwab. Prior to his financial services career, he was employed 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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.