Kimberly Fox

Samantha Seeley is a financial professional with Cetera, holding a Series 66 designation and one year of industry experience. She has worked with Cetera and its affiliated entities since 2020 and is also involved with Renae Coffman Wealth Management Group as an administrative assistant. Additionally, she provides notary services outside of her advisory role. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by both advisor-managed and firm-sponsored model portfolios.

Joel Nelson is a CFP® professional with over 26 years of experience in the financial industry. He is currently affiliated with OSAIC and has previously worked at Securities America Advisors and South Platte Agency, Inc., where he is also the owner of a property and casualty insurance business. Nelson is involved in insurance sales through Nelson Financial, LLC. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by advanced portfolio management tools and offers access to multiple custodial platforms and third-party managers.

Daniel Burris is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in various roles including as a contract musician and consultant. Outside of finance, Burris serves as president of the Grow Community Center, a nonprofit focused on community outreach and assistance in Montrose, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

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 Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he spent 14 years working at Shaw Construction, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.