Nathan Crotser is a CFP® with 26 years of industry experience, currently serving at Raymond James Financial for 17 years. His background includes roles at Long Term Care Insurance and Veravest Investment Advisors, Inc. He is also involved in non-variable long-term care insurance sales on a part-time basis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and a broad advisor network.

Thomas Worth is a financial advisor with LPL Financial in Brighton, Colorado. He holds Series 63 and Series 65 credentials and has 21 years of industry experience, including prior roles at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its network of over 22,800 advisors with model portfolios, third-party asset management, participant-level advice, and institutional platforms.

Kenneth Boyer is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services since 2013, as well as a brief tenure at Merrill. Outside of his advisory role, he owns B. Prepared Financial Inc., a DBA providing financial planning and investment advice, and is involved in tax preparation and accounting services through Aspen Tax Pro. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides advisors with access to multiple program platforms and third-party money managers.

John Mc Lean is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 18 years of industry experience. Outside of his financial advising role, Mc Lean teaches state insurance pre-licensing courses and FINRA Series initial registration courses, and he is also a PADI Open Water Scuba Instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Ruebesam is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Michael Crotty is a financial advisor with UBS Financial Services in Lafayette, Colorado, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Citigroup Global Markets, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Daniel Hawk is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matt Frederick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Amin Dabit is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2023. His prior roles include positions at AD Capital, Alto Solutions, and Personal Capital Advisors. Outside of his advisory work, he is the owner of AD Capital, a holding company for industrial real estate. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Daniel Rothery is a Series 65-licensed financial advisor with Edelman Financial Engines, bringing experience from several prior roles including positions at Deutsche Bank Trust Company and Pathstone. He joined Edelman Financial Engines in 2026 and is based in Erie, Colorado. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Kevin Rodriguez is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Doerner is a financial advisor at Edward Jones in Brighton, CO, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Owen Tveten is a financial advisor with Thrivent Investment Management in Longmont, CO, holding a Series 66 credential and 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a trustee involved in ranch management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Anthony Urrutia is a financial advisor at LPL Financial with eight years of industry experience and a Series 66 designation. He has worked at LPL Financial since 2021, and prior to that held roles at Waddell & Reed, Edward Jones, and Farmers Financial Solutions. Outside of finance, he is involved in basketball player development and training, a business he has operated since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform of investment strategies and advisor tools.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

Billy Funderburk is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America, Inc. and Edward Jones. Funderburk operates a business under the DBA Funderburk Financial related to his advisory activities. 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 broad range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies.