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 at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stadion Money Management and Fiduciary Investment Trusts. In addition to his advisory role, Mr. Butler is an independent insurance agent, transacting in insurance products including annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from internal and third-party sources.

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.

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.

Rachel Fitzpatrick is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at First Citizens Investor Services, SVB Wealth, Morgan Stanley Smith Barney, and Merrill. She serves as a board member for Cap For Kids, a nonprofit supporting children and families facing childhood illness. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through tailored investment strategies and offers a range of advisory programs with discretionary and non-discretionary portfolio management.

Cody Adams is a financial advisor with Edward Jones in Broomfield, CO, holding the CFA® designation and Series 66 license. He has five years of industry experience, including prior roles at Ameriprise, Duff and Phelps LLC, and PwC. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Russell Kyncl is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Cambridge since 2008. In addition to his advisory role, he is involved in life coaching and business exit planning, and he is an author, educator, and speaker. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platform arrangements and maintains proprietary model strategies alongside access to unaffiliated strategists.

Albert Lucas is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked for Dampier Consulting Group for ten years. Outside of his advisory role, he serves as Chair of the Senior Club Council for the USA Club Rugby Association, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing portfolios with mutual funds, ETFs, and ETPs, and it serves a diverse client base including charitable funds and registered investment companies.

Joel Cabrera is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2016. Outside of his advisory role, he serves as an assistant coach for the varsity football team at Thornton High School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

Zack Matush is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. In this capacity, he works with clients and families to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Prior to joining Fidelity, Zack served as Regional Vice President at Prudential from 2014 to 2021. He holds a California Insurance License.

Christopher Hill is a CFP® with 7 years of industry experience, currently serving as a financial advisor at LPL Financial in Boulder, CO. He has been with LPL Financial since 2016 and was previously involved with First Presbyterian Church of Boulder. Hill is also connected to the non-profit organization Young Life Saint Vrain Valley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Ray Langel is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing a rental property as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Adam O'hair is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he is associated with several real estate ventures as an owner or partner. Edward Jones is a full-service wealth management firm that serves over 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 strategies, separately managed accounts, and affiliated mutual funds.

Jerry Mathew is a CFA® charterholder and holds Series 63 and 65 licenses with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2020. He is based in Denver, CO. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

Serban Maracine is a CFP®-designated financial advisor with Edward Jones in Erie, Colorado, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, Maracine serves as a non-compensatory board member for Artbeat Media, providing advisory input on business strategy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.