Rolfe Spiegel is a financial advisor at Three Waters Financial in Ignacio, CO, holding a Series 65 designation with four years of industry experience. His prior work includes nearly two decades with the Southern Ute Indian Tribe and ongoing roles at H&R Block and Three Waters Financial since 2021. Three Waters Financial provides tailored financial planning and wealth management services to individuals, small businesses, trusts, and estates. The firm focuses on fundamental security analysis, diversified portfolios, and tax-efficient strategies, managing both discretionary and non-discretionary accounts with a small, personalized client roster.

Derek Levee is a financial advisor with RIA Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at firms such as DFPG Investments LLC, Integrated Advisors Network, and RIA Advisors. He operates other business activities under Advanced Wealth Strategies, a DBA for Levee Unlimited, Inc. and STA Capital Management LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a core focus on passive index and ETF funds, supplemented by selective active management and global diversification.

Cara Flynt is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Red Mountain Financial Partners since 2019 and previously worked at Linsco/Private Ledger from 2007 to 2019. Outside of her advisory role, she is involved with Houndstooth LLC and Cara Flynt LLC for business and tax purposes. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

Michael Warren is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Red Mountain Financial Partners since 2015 and has also worked with LPL Financial since 2001. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

David Rick is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2003 and has been with Red Mountain Financial Partners since 2021. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-based investment approach supplemented by fundamental, cyclical, and charting methods.

Stephen Weatherby is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2023. His prior roles include positions at Autus Asset Management, Integrated Financial Planning, and Sharkey, Howes, and Javer. Parallel Advisors serves individuals, including high-net-worth clients, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis and manages portfolios using mutual funds, ETFs, fixed income, and option strategies with ongoing discretionary rebalancing and monitoring.

Andrea Crossland is a financial advisor with Primerica Advisors in Durango, CO, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Primerica Advisors since 2022 and has prior experience with Primerica Financial Services beginning in 2000, as well as operating the Crossland Insurance Agency LLC since 2018. Outside of advising, she is involved with Primerica Mortgage and Primerica Client Services, referring home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Stephen Schofield is a financial advisor at Edward Jones in Durango, CO, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2025. Outside of his advisory role, he is the owner and operator of Bullpen Ranch LLC, where he develops and raises cattle and swine. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellen Kolks is a financial advisor with Cetera, holding a Series 66 designation and having one year of industry experience. She is the owner of Elle Resells, a business focused on selling used and vintage clothing to reduce clothing waste. Ellen also serves as a board member for the City of Durango. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Anthony Przechera is a financial advisor with LPL Financial in Durango, Colorado, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is associated with Cambridge Partners Inc., a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kevin Krystofiak is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 23 years. Outside of his advisory role, he volunteers on the fundraising committee at his children's school through Kentfield Invests in Kids. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage capabilities with insurance products.

John Dugas is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and at Pruco Securities, LLC from 2002 to 2024 before joining LPL Enterprise. His activities include operating a financial planning and insurance services business under Dugas & Associates Insurance and Financial Services. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach centers on model portfolios developed by its Research Department and third-party strategists, with discretionary management through wrap programs and third-party asset managers.

Jason Silva is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. In addition to his advisory role, Silva serves as an agent for Oak Crest Insurance and is the CEO of Silva Wealth Management LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes tailored strategies based on detailed client risk profiles.

William Deichmann is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages WJLKD LLC, a personal LLC for marketable securities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Eddie Bailey Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA over a combined 17 years. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage capabilities.

Samuel Duncan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He joined Wells Fargo Clearing in 2025 and has prior experience at Wells Fargo Bank, Walgreens, and various educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes insurance-related vehicles and bank deposit sweep options, broadening the range of financial products available to clients.