Nicholas Jordan Clossman

Nicole Bailey is a CFP® designated financial advisor with RBC Capital Markets, where she has worked since 2018. She has seven years of industry experience, including prior roles at Associa and Hammersmith Management, LLC. Bailey serves as a committee member for the Community Associations Institute Colorado Legislative Action Committee and is a director and treasurer on the board of the Lower Downtown Neighborhood Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides financial planning and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Kevin Peck is a financial advisor with Edward Jones in Craig, Colorado, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. He is also a shareholder in Yampa Valley Bank. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by extensive affiliated capabilities beyond traditional advisory services.

Justin Kawcak is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at FBL Marketing Services and Mountain West Farm Bureau. Kawcak is also a public notary for the state of Colorado. 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 programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Bryan Ludgate is a financial advisor at Edward Jones with 22 years of industry experience. He has maintained his role at Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.