Charles Curtis is a Series 66–licensed financial advisor at Wells Fargo Advisors with 16 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, he is the owner of Fulfillment Wealth Management Corporation and manages two commercial rental properties in McAllen, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored investment recommendations using proprietary research and planning tools.

Aaron Gerdes is a financial advisor at Edward Jones in Littleton, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Illumina, Roche Diagnostics, and Accelerate Diagnostics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Wanda Archer is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she operates Wanda Archer, LLC, which focuses on investment-related activities connected to Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts 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.

Colin Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and two years of industry experience. His work history includes roles at LPL Financial, OSAIC, Woodbury Financial Services, and Alpine Planning Group. He is also involved with LifeWealth Planning Group, which he has been associated with since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and technology-driven investment solutions.

Gregory Dellinger is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts with custody and trade execution services from major providers like BNY Mellon Advisors and Pershing.

Cody Foster is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at Investment Centers of America and Ameriprise prior to that. Outside of his advisory role, Foster is involved with managing LLCs focused on residential and commercial real estate rental properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Claudia Rivers is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2008. She is based in Littleton, CO, and owns Rivers Wealth Partners LLC, as well as founding Rivers Wealth Management. Rivers also volunteers as a coach for Wings for Widows, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary as well as third-party strategies tailored to client objectives.

Marguerite Maxwell is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Melissa Dyer is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she engages in jewelry making as a hobby and occasionally sells pieces at craft shows. 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 tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Jason Bely is a Certified Financial Planner (CFP®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of Tobi Holdings LLC, a real estate entity focused on managing rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Paul Goudy is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. Outside of his advisory role, he is associated with PLG Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.