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.

Tobias King is a CFP®-credentialed financial advisor with Raymond James Financial, based in Delta, Colorado, and has 17 years of industry experience. He has been with Raymond James since 2008 and is also active as a freelance musician, performing with several musical groups in Western Colorado and serving as a music director and conductor. 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 focuses on tailored financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and a broad range of implementation options supported by firm research and an extensive affiliate network.

Toni Hanna is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 25 years of industry experience. She has been with Raymond James since 2009 and previously worked at King Financial Services LLC. Outside of her advisory role, she volunteers in finance and parish council activities at Sacred Heart Church in Paonia, Colorado. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Mitchell Bramlage is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 12 years at Walgreens. Outside of his advisory role, he has been involved in an oil residue operating activity based in Houston, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Beth French is a financial advisor with OSAIC in Austin, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, inc. She is president of French Insurance & Financial Services, Inc., and provides notary services to clients and immediate family members. Additionally, she plays piano for worship services at the Presbyterian Church of Delta. OSAIC is an 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 offers a range of advisory and brokerage services, utilizing a technology-driven investment process and access to multiple custodial platforms.

Travis Roth is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of Colorado and Harvest Capital Company before joining Cambridge. Outside of his advisory role, Roth serves as a deacon and trustee at Victory Baptist Church in Montrose, Colorado. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a variety of account platforms and investment strategies.

Callene Norell is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Outside of advising, she is a co-owner of H Bar X Trucking, a transportation business in Delta, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management.

Jennifer Cross is a financial advisor with Edward Jones, holding a Series 66 credential and bringing seven years of industry experience. She has worked with Edward Jones since 2018 and owns a marketing and consulting business, Centaur Business Solutions, which she has operated since 2013. Prior to her current role, she has experience in real estate and the hospitality industry. Edward Jones is a full-service wealth management firm serving more than 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 managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Amethyst Roth is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, Roth worked at Capital Financial Services, Inc. and spent a year at Lyft. Outside of her advisory role, she is the owner of Roth Family Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Renae Coffman is a financial advisor at Cetera with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 12 years. Outside of financial services, Coffman is involved in training and selling performance horses. Cetera Investment Advisers serves a diverse client base that includes individual, high-net-worth, institutional, and retirement-plan clients through a large 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, along with retirement and fiduciary capabilities uncommon among firms of its size.

Dylan Bramlage is a financial advisor at Edward Jones in Delta, Colorado, holding a Series 66 license with one year of industry experience. His prior roles include positions at Vectra Bank Colorado and High Noon Solar, along with experience in education at Colorado Mesa University and Fruita Monument High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.

Kimberly Fox is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch since 1997 and has also worked at Bank of America since 2021. Outside of her advisory role, she is a co-owner of a family rental property in Colorado. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America and its capital markets platform.

Laurie Montagne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2019. Outside of her advisory role, she is involved with Custom Homes and More and Glass Doctor, and has a background with W Church Financial and the Colorado Weed Management Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.