Matthew Parkin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, First Trust, Personal Capital Advisors, and Wells Fargo Investments. Outside of his advisory work, he owns and manages a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. 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, supported by a nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

Andrew Duffy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Aspen Grove Capital LLC, and Long Arc Capital. Outside of finance, he has experience working at The Pitcher Inn and operated a window washing business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jamie Moulton is a financial advisor with Raymond James & Associates in Boulder, CO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Additionally, he serves as Treasurer for Indian Peaks Alers, a nonprofit organization, where he manages bookkeeping and budget monitoring. 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 and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Alan Scharff is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. In his role, he provides comprehensive wealth management and investment advisory services to individuals and multi-generational families. Alan offers a disciplined, planning-driven approach that integrates portfolio management, tax-aware investing, and long-term risk management. As a Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA), Alan has the flexibility to design and manage customized investment strategies aligned with each client's goals, time horizon, and tax considerations. His solutions may incorporate individual securities, firm and third-party strategies, and discretionary portfolio management through Merrill's Investment Advisory Program. His advisory philosophy emphasizes thoughtful portfolio construction, diversification, and adaptability in response to evolving markets, tax laws, and client circumstances. Alan holds a High School Diploma/GED from Summit County High School. Outside of his professional commitments, he enjoys biking, cooking, fishing, hiking, scuba diving, skiing, spending time with his family, and traveling.

Marc Cimmino is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and totaling 14 years of industry experience. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2011 to 2018. Outside of advising, he owns a sole proprietorship involved in real estate rental. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Matthew Winter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Amy Norder is a CFP® professional with 12 years of experience in the financial services industry, all with Edward Jones since 2014. She holds the Series 66 credential and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. 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 clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Arist Sher-Jan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several positions including Investment Consultant, Workplace Planning Consultant I, II, and III, and Workplace Planning Associate. This experience has provided him with a comprehensive understanding of financial planning and investment consulting. Arist's professional purpose is to assist clients in navigating the complexities of finance to develop strong financial plans. He aims to empower clients to make confident financial decisions and to serve as a resource and coach for those seeking financial guidance. Outside of his professional work, Arist has interests in cars, comedy, fitness, social events with friends, pets, and skiing.

Michael Mulreaney is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Wells Fargo Advisors and Wachovia Bank, N.A., and has been involved with Electec, Inc. outside the financial sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Eric Butler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial, he worked at Eastsound Capital Advisors, Tactive Advisors, and several other firms. He is also an independent insurance agent for multiple agencies, transacting in insurance products including annuities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Melissa Ardourel is a financial advisor with Wells Fargo Clearing in Louisville, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Fishel is a financial advisor with Raymond James Financial in Denver, CO, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is president and owner of The Fishel Group, Inc., a financial services and portfolio management company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Nicholas Slavik is a CFP®-credentialed financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Merrill and Bank of America and attended the University of Delaware. Nicholas is based in Denver, CO. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities.

Mary Wright is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a mentor in the Professional Mentorship Program at the Leeds School of Business. Morgan Stanley Wealth Management provides advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment programs and strategies in its offerings.

Tyler Mac Bride is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022 and previously gained experience at a registered investment adviser and Bank of America from 2018 to 2022. Prior to his financial services career, he was employed at Gold’s Gym and the University of North Carolina Charlotte. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Allison is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley, H&R Block, and the University of Colorado. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Wendy Martinez is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term orientation.