Elizabeth Bleidt is a CFP® professional with 15 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Charles Schwab and Charles Schwab Bank from 2011 to 2017. Elizabeth is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Faurote is a CFP®-certified financial advisor with Edward Jones, based in Thornton, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. 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 under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kelley Dillmann is a financial advisor at Edward Jones in Westminster, CO, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Cory Huff is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 designation and 20 years of industry experience. He previously worked for Unified Wealth Management, LLC from 2009 to 2019. Outside of his advisory role, he is involved with Noble Birch Tax Preparation, LLC, which provides individual income tax preparation services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Sean Mitchell is a financial advisor at Edward Jones in Arvada, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Bruce Troutman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Avantax and MMI Financial Services, where he is the owner and sole proprietor of an independent public accounting firm providing tax preparation, accounting, and payroll services. He also serves on the Board of Directors and Finance Subcommittee of a local nonprofit, Love INC, which coordinates resources from faith organizations to support underserved communities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with diverse program options.

Jeffrey Swingle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. Swingle has been with Edward Jones since 2005. 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 and investment solutions, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.

Khrista Mc Whorter is a financial advisor with LPL Financial in Erie, Colorado, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at SCF Securities, Northwestern Mutual Investment Services, Ameriprise Financial, and service in the Armed Forces. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Erik Hernandez Ramos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo firms since 2007. Outside of his advisory role, he manages a rental property in Avon, Colorado. 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 combines research from its investment institute and third-party sources to support its investment approach, offering both brokerage and advisory solutions.

Zachary Davis is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior firms include Bank of America, Charles Schwab & Co., Inc., and E*Trade. He has also worked in non-financial roles at King Soopers and the YMCA. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Stephen Babin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He specializes in developing personalized financial strategies aimed at helping individuals and families achieve their financial goals. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Throughout his career at Fidelity Investments, Stephen has focused on simplifying complex financial decisions and making financial guidance accessible to a wide range of clients. His approach centers on empowering clients to take control of their financial wellbeing, regardless of their starting point. Outside of his professional responsibilities, Stephen enjoys comedy, family activities, fitness, football, gardening, and spending time with pets.

Blaize Kreuger is an Investment Consultant at Fidelity Investments, a role held since 2026. Blaize focuses on collaborating with clients to develop financial plans tailored to their specific needs and goals. Blake's work emphasizes enabling clients to take control of their financial futures through personalized strategies. Blaize has been with Fidelity Investments since 2022, progressing through roles including Financial Representative from 2022 to 2024, Workplace Planning Consultant from 2024 to 2025, and Planning Consultant from 2025 to 2026. This experience has provided Blaize with a broad understanding of financial planning and investment consulting. Outside of their professional responsibilities, Blaize engages in activities such as fitness, social events, golf, reading, traveling, and volunteering.

Donna Hurst is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Watson is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Salesforce, Mobile Epiphany, and Keyence Corporation of America. Outside of his advisory work, he has no active business responsibilities related to a rental property owned by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Gordon is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Swati Mahapatra is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2018, having also worked with Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several hospitality and hotel investment companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Laura Chester is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes positions with the Archdiocese of Denver and Jeffco Public Schools. Outside of advising, she works as a math tutor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and custody, operating on a tiered wrap-fee structure.