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. Outside of his advisory role, he is involved in managing residential and commercial real estate investments as a co-owner and managing director of related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced research tools.

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 at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with LPL Financial since 2002. Outside of her advisory role, she is involved with Paix d'Esprit, Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with LPL Financial in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. He is also involved with PLG Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.