John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Randolph Dorcey is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Retirement Income Source SW Florida and Dorcey and Associates. Outside of his advisory role, he owns Dorcey Financial LLC, a dormant entity. Sound Income Strategies is an enterprise investment adviser managing approximately $4 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, and emphasizes fixed-income analysis combined with equity fundamental and technical review to construct customized managed portfolios.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Inland Securities Corporation for 15 years. He is also a co-founder and director of Sequent Real Estate + Wealth Management, a firm specializing in securitized real estate transactions and wealth management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Portfolios Financial Services, Nuveen Asset Management, and The Vanguard Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Rooyakkers is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at American Portfolios and Wealth Management Services. He is also owner of a wealth management and investment-related business serving clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Erin Larney Themig is a CFP® professional with 22 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has worked at Commonwealth and Azimuth Wealth Management since 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Ryan Weier is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in wealth management since 2008. Outside of finance, he serves as a board member for the Winter Park Ranch Water Department and has held various roles in the hospitality industry, including positions at Winter Park Resort and Moffat Restaurant. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of investment and consulting services through a representative-driven advisory model.

Joseph Smith is a financial advisor with TIAA-CREF in Nederland, Colorado, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining TIAA-CREF in 2022, he worked at Citizens Securities, Inc. and Citizens Bank from 2018 to 2022, and has additional experience with McAdam LLC, Purshe Kaplan Sterling Investments, and Live Nation. Outside of his advisory role, he volunteers as a team leader for Head Count, a nonpartisan organization that promotes voter registration at music events. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services to individuals and institutional clients, often those connected with TIAA-administered retirement plans. The firm offers model and customized portfolios under a fiduciary standard and serves as adviser to a donor-advised fund.

Jeffrey Mizner is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Winter Park, CO. Outside of his advisory work, he is president of Serenity @ ELW, a limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services that include model portfolio delivery and oversight of multiple sub-advisers.

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisor role, he owns Crystal Creek Wealth Management LLC and serves as trustee for a 401(k) plan through that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu focused on a range of client needs and integrates advisory services with various financial product and referral channels.

Martin Nee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Matola is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds the Series 66 credential. His prior experience includes roles at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is a partial owner of Brand Results LLC, a car cleaning products marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using in-house research and planning tools.

Tod Potter is a financial advisor with Wells Fargo Clearing in Winter Park, CO, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Hannah Raynes is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including prior roles at Trilogy Capital, Inc., National Planning Corporation, and Trilogy Financial Services. Outside of her advisory work, she directs the school play for Gilpin County Schools. 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 supports its advisors with in-house research and offers a wide range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.