Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with eight years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Elliott is also the owner of ZMT, Inc., a distribution sales business for pumps, where he serves as an occasional consultant without compensation. Aspen Gold Financial serves individual and high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm offers portfolio management, financial and estate planning, and pension consulting, employing a mix of fundamental, technical, charting, and cyclical analysis with an emphasis on strategic asset allocation and risk control.

Kirk Hemingway is a financial advisor at Scarecrow Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Ice O Matic and Hunter Douglas. Outside of advising, he serves as Director of Operations for Scarecrow Trading, a role involving operational duties for a signal-providing entity. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, offering portfolio management and investment supervisory services. The firm employs fundamental, technical, and cyclical analysis along with proprietary models, incorporating both long-term strategic allocations and tactical shifts that may include advanced instruments such as inverse and leveraged funds.

Patricia Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Waddell & Reed Inc, and various insurance agencies. Dimmer is based in Brighton, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach emphasizes asset allocation and retirement guidance using proprietary tools developed with Morningstar Investment Management.

Michael Faulhaber is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Command Advisory Services and has previously worked at firms including National Life Group, Mutual of Omaha, and Northwestern Mutual. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm offers a structured Tailored Professional Services engagement and manages discretionary Asset Management Solutions portfolios using fundamental manager analysis and modern portfolio principles.

Kristine Haley is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Voya Financial Partners, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Ameriprise Financial Services, Inc. Outside of her advisory work, she is an independent consultant for a single-level marketing program focused on product sales. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs alongside an active broker-dealer distribution model.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Joshua Hayes is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2019. His prior experience includes roles with Waddell & Reed Inc., various insurance carriers, and several investment service firms. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and portfolio management.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Jackson Mccausland is a financial advisor at Osaic with Series 63 and Series 65 credentials and over four years of industry experience. His prior roles include positions at Pacer Financial, Perella Weinberg Partners, The Vanguard Group, and McCausland Inc. He has also worked at the University of Colorado, Boulder. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a range of investment programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

Marcus Stookey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Guided Wealth Insurance, and Transamerica Financial Advisors. Outside of his advisory work, he is involved with Stookey Holdings, LLC and has employment with the City of Denver-Denver International Airport. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and accommodates various investment strategies and delivery models through a large network of investment adviser representatives.

Sue Bowman is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2000 and 2003, respectively, as well as positions in healthcare organizations such as the Vascular Institute of the Rockies, Wind Crest Medical Center, and Highline Arthritis. In addition to advisory services, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Gary Dissette is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at SagePoint Financial, Inc. since 2009. Outside of his advisory role, he serves on the Investment Advisory Committee for the Oregon California Trails Association, a nonprofit focused on preserving historic trails. 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 offers a range of advisory and brokerage services supported by advanced investment tools and access to multiple custodial platforms.

Lesley Cortez is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has been with Primerica Advisors since 2004 and previously worked with the Adams County Sheriff’s office from 2016 to 2017. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Forrest Hough is a financial advisor at Edward Jones in Brighton, CO, with seven years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. 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 is known for its extensive network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Thomas Worth is a financial advisor with LPL Financial in Brighton, Colorado, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with LPL Financial since 2009. Worth serves as a board member for a nonprofit organization in the City of Brighton, Colorado. 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 wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through a large network of investment adviser representatives.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes nearly a decade at Janus Management Holdings Corp and Janus Distributors LLC before joining Merrill and Bank of America in 2021. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm’s investment approach involves multiple program strategies and manager-constructed portfolios, supported by oversight from its CIO and integrated with Bank of America’s broader banking and capital-markets platform.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Michael D'epagnier is a financial advisor with Osaic Wealth, Inc. based in Brighton, Colorado. He holds Series 63 and Series 65 licenses and has 35 years of industry experience, including 14 years with Sagepoint Financial, Inc. Outside of his advisory role, he is involved as an insurance agent selling term life insurance and fixed annuities, and he is a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a broad client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers, utilizing a comprehensive investment process with tools such as asset-allocation planning software and portfolio optimization.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Nashion Harper is a financial advisor with Charles Schwab in Brighton, CO, holding a Series 66 designation and nine years of industry experience. Prior to joining Charles Schwab in 2019, Harper worked at Edward Jones, Oppenheimerfunds Distributor, Inc., and Intellisource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, custody, and financial planning services. The firm is notable for its large scale, integrated service model, and multi-asset investment approach supported by centralized operations and alternative investment due diligence.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at ATLAS CPAs & Advisors PLLC and Wegner CPA's. She is also the owner of Redding Tax Strategies, LLC, a tax services business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients via a wrap-fee structure.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.