Jacob Day is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has previously held positions with Northwestern Mutual in various wealth management and investment roles. Outside of finance, he worked at NRG Motorsports from 2019 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Erik Sorenson is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 16 years with LPL Financial, LLC. Sorenson is a partner and passive owner of a barbershop business in Centennial, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports clients through various advisory programs and institutional consulting.

Linda Beardsley is a financial advisor with Raymond James Financial in Centennial, CO, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and spent five years with MYR Group Inc. She also serves as an independent contractor financial advisor with Aspen Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients, utilizing tailored, non-discretionary planning and analytical tools to support client goals.