Thomas Worth is a financial advisor with LPL Financial in Brighton, Colorado. He holds Series 63 and Series 65 credentials and has 21 years of industry experience, including prior roles at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its network of over 22,800 advisors with model portfolios, third-party asset management, participant-level advice, and institutional platforms.

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 at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2012, including prior roles at Traphagen Financial Group and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Erica Fulton is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she serves as a notary and holds a position as 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad suite of non-advisory financial products.

Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at I.M. Financial, Merit Financial Group, and multiple entities under the 1st Global name. Novak also operates Novak CPA and Financial Services, offering tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

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.

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.

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 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.

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.