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 with Raymond James Financial, holding a Series 63 designation and 30 years of industry experience. She has been with Raymond James Financial Services since 2005 and is also involved with Bruner Sound, Inc. outside of her advisory role. In her personal time, she engages in jewelry making as a hobby and occasionally sells her work at craft shows. 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 focuses on non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to develop tailored recommendations, often maintaining an advisory and implementation-support role rather than discretionary management.

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.