Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including prior roles at Adasina Social Capital, Better World Investments, and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, combining ESG analysis with traditional asset allocation and offers a range of portfolio management and consulting services.

Jason Bleimeyer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves as Treasurer for Blue Spruce Glen and is an instructor at the Global Wealth Management Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Andrew Cuckie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Cortez, CO, where he has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Julia Buff is a financial advisor at Cetera with six years of industry experience. She has worked at Cetera since 2021 and previously was with Voya Financial Advisors from 2019 to 2021. Outside of her advisory role, she has been involved in teaching dance and supporting social-emotional development as a substitute teacher at Battle Rock Charter School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its platform.

Audra Fahrion is a financial advisor with Edward Jones in Cortez, Colorado, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Pepper Noyes is a Series 66 licensed financial advisor with Edward Jones, based in Cortez, CO. He has a total of two years of industry experience, all with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property in Cortez. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers various advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Zachary Fahrion is a Series 66-licensed financial advisor with Edward Jones in Cortez, Colorado, bringing 14 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns ZF Productions, a craft business that creates and sells handcrafted gifts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Elizabeth Weber is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones and Kinder Morgan. Outside of her advisory role, she is involved in managing rental real estate properties with her husband. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.