Gary M Schwartz

Adam Camacho is a financial advisor at Arax Advisory Partners with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Avera Capital Wealth Management, Cedrus LLC, and SRS Capital Advisors. Outside of his advisory work, he volunteers with the Fellowship of Christian Athletes and serves as treasurer for a local community organization in Hotchkiss, Colorado. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation, with a range of compensation structures including performance-based fees and carried interest.

Samantha Seeley is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has been associated with Cetera and related entities since 2020. Outside of her advisory role, she is also a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment programs and portfolio management services through a large network of independent advisors.

Joel Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has previously worked at Securities America Advisors and Securities America Inc. for 14 years. Nelson owns South Platte Agency, Inc., a property and casualty insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Isaiah St Peter is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he pursues oil painting as a hobby and sells originals and prints. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

David Salcedo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Valor Tactical Innovation, Sunbelt Solomon, and Capco Inc. Outside of advising, Salcedo holds a Certified Welding Inspector certificate and plans to maintain this credential as a potential income source in retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Ty Withee is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Shaw Construction, LLC for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.