Marc Morrone is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Fidelity brokerage Services LLC since 2012 and has worked within Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in investment research.

Erica Fulton is a financial advisor with LPL Financial in Arvada, CO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, with additional roles at Wells Fargo Bank. Outside of her advisory work, she is a notary and serves as a Senior Premier Relationship Manager for BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has held roles at firms including I.M. Financial, Merit Financial Group, and his own Novak CPA & Financial Services, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.

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.

Adam Cerny is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held roles at Raymond James - The LAT Group and engaged in entrepreneurial activities with Menutrinfo and YumYum Social Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and acts as an advisor to multiple registered investment companies and fund-of-funds.

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.

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 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 11 years of experience in the industry and holds a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory work, she owns a photography business where she takes and edits photos, occasionally selling her landscaping photography at art shows. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

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, Colorado. He holds the Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining LPL Financial, he worked at Linsco Private Ledger from 2004 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Cheryl Myler is a financial advisor with Raymond James & Associates in Aurora, CO, holding Series 63 and Series 66 designations and 25 years of industry experience. She has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, as well as institutional consulting and municipal finance capabilities.

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 11 years of industry experience. She previously worked at Merrill from 2014 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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.

Andrea Gittleson is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Edward Jones and Sheraton, where she currently provides guest activities at a resort. She is also a co-owner of Sunset Valley Meats LLC, where she raises cattle and sells beef. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversified investment strategies across brokerage and advisory platforms.