Susan Spangler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Raymond James & Associates, Ameriprise Advisor Services, and A.G. Edwards & Sons. Outside of her advisory work, she volunteers at Woodrow Wilson Academy providing library assistance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create bespoke strategies under discretionary and non-discretionary authorities.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Martin is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses and is based in Erie, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Lance Styer is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in several business ventures including manufacturing, ranching, and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked with various divisions of Fidelity since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

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, Wegner CPA's, and Accuray Inc. She is also the owner of Redding Tax Strategies, LLC, a tax-related business unrelated to investment advisory. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering strategies primarily through model-based portfolio recommendations supported by third-party managers and custodians.

David Choury is a financial advisor with Primerica Advisors in Westminster, CO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory work, he is an officer of Choury Financial Group Inc., a legal entity formed for Primerica business purposes, and participates in sales of loan products and home-related services through affiliated companies. 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. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a percentage-based tiered wrap fee structure.

Jesse Climer is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in the restaurant industry at Brinker International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

James Jacobson is a financial advisor at Edward Jones in Westminster, CO, holding CFP® and Series 66 designations with five years of industry experience. His prior roles include positions at Fannie Mae and SunTrust Bank. Outside of his advisory work, he serves on the Building Fund Board and chairs the Capital Campaign Committee for the Bal Swan Children's Center, a private school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

Amy Norder is a CFP® professional with 12 years of experience in the financial services industry, all with Edward Jones since 2014. She holds the Series 66 credential and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Butler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial, he worked at Eastsound Capital Advisors, Tactive Advisors, and several other firms. He is also an independent insurance agent for multiple agencies, transacting in insurance products including annuities. LPL Financial is a national broker-dealer and 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 institutional platforms, supported by a large network of advisors and advanced operational tools.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Wendy Martinez is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term orientation.

Cody Adams is a financial advisor with Edward Jones in Broomfield, CO, holding the CFA® designation and Series 66 license. He has five years of industry experience, including prior roles at Ameriprise, Duff and Phelps LLC, and PwC. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Russell Kyncl is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Cambridge since 2008. In addition to his advisory role, he is involved in life coaching and business exit planning, and he is an author, educator, and speaker. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platform arrangements and maintains proprietary model strategies alongside access to unaffiliated strategists.