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.

Robert Lynch is a financial advisor with Raymond James Financial in Boulder, Colorado, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and Key Investment Services LLC. Lynch is also involved as a financial advisor at First Investments & Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

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.

Melissa Martin is a financial advisor at LPL Financial with 10 years of industry experience. She has worked with Elevations Credit Union since 2016 and was previously affiliated with CUSO Financial Services, LP. Outside of her advisory role, she is a business owner of Clawzania in Loveland, CO. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 the Denver office of Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1991 and holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA) designations, as well as the Retirement Accredited Financial Advisor (RAFA) credential. He is also recognized as a Merrill Institutional Consultant serving endowments, foundations, and nonprofit clients. Maziar focuses on customized wealth planning and allocation strategies for ultra-high net worth individuals, generational wealth, and family offices. He has substantial experience in using derivatives to assist clients in achieving liquidity and diversification, particularly for holders of low-cost basis, concentrated, and restricted stock. His work includes providing services to institutional clients for drafting, executing, and reviewing investment policy statements. He holds 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. Maziar is proficient in English, Persian, and French. Outside of work, he engages in activities such as 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.

Jacob Royer is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at The Guardian Life Insurance Company of America, Wealth Strategies, and Globe Life Family Heritage Division. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a dual-registered broker-dealer and investment adviser model, offering both non-discretionary advisory recommendations and access to discretionary separately managed accounts.

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 Series 63 and Series 65 designations and has worked at UBS since 2021. Her prior experience includes over 20 years at Wells Fargo in various advisory roles. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

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.