Bradley Hensley is a financial advisor with Ameriprise in Pueblo, CO, holding a Series 66 credential and 20 years of industry experience. He has worked with Ameriprise and its affiliate since 2013. Outside of his advisory role, he has involvement in real estate ownership unrelated to investments. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Carol Passig is a Series 66-licensed financial advisor with Thrivent Investment Management in Pueblo, Colorado. She has 19 years of industry experience and has been with Thrivent and its affiliated firm since 2006. Outside of her advisory role, she holds a presidential position at Trasta Data Systems, a family-run S-corp unrelated to investment activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without implementing them directly. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Arron Varn Jr. is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2002 and was previously with UBS Financial Services from 2000 to 2002. He also operates a wealth management planning group under a DBA in Centennial, CO. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Maria Hughes is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 20 years of experience in the industry. Maria has worked at Raymond James since 2015 and is also associated with Security Service Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a fact-finding and risk-profiling approach to provide tailored, non-discretionary planning and supports its advisory services with technology and analytical tools.

Corinne Koehler is a financial advisor with LPL Financial in Pueblo, Colorado, holding the CFP® designation and Series 63 and 65 licenses. She has 44 years of industry experience, having previously worked at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Koehler serves as a board member of the Pueblo Conservancy District and is involved with the Dennis P & Corinne A Koehler Foundation. 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, third-party asset management, and institutional platforms.

Joshua Croy is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves on the CSU-Pueblo Foundation committee and the Next Gen Council board, both organizations that provide financial and social support to Colorado State University-Pueblo. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through various advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Derrick Sartor is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation. Prior to joining RBC, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Derrick’s background also includes six years at Wagner Equipment Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management.

Jennelle Chorak is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2015. Outside of her advisory role, she is associated with Security Service Investment Group, where she assists clients and members in managing and selecting investments. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports advisory programs with specialized services such as municipal and public-finance work.

Ryan Kennedy is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association for six years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and other services intended to support client decision-making, with clients generally retaining discretion over implementation.

Matthew Harris is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ent Credit Union, CUSO Financial Services, and USAA Financial Planning Services. 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 portfolio programs, third-party asset management, and institutional platforms.

Stefan Titeica is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2022, he worked in various roles including at Verizon Wireless and ADT Securities. Outside of finance, he operates a collectibles business called Collect-A-Billion, dealing in items such as Lego sets, trading cards, and comic books through online platforms. Charles Schwab & Co., Inc. serves a large client base with a focus on high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary portfolios and alternative investments through an integrated wealth management platform.

Donald Storm is a CFP® professional with 17 years of experience in the financial industry. He is currently with Edward Jones, where he has worked since 2017, and previously held positions at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and U.S. Bancorp Investments, Inc. He has also worked at Edward Jones earlier in his career from 2008 to 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 and operates through a nationwide network of thousands of financial advisors and branch offices.

Franklin Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with various insurance carriers and Waddell & Reed, Inc. since 1996 and has been with LPL Financial since 2021. Payne is also involved as an insurance agent for non-variable insurance products in Pueblo, Colorado. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services implemented through a wide range of strategies and supported by advanced operational tools.

Desiree Avina is a financial advisor with RBC Capital Markets in Pueblo, CO, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory role, she works as a paper carrier for the local newspaper, the Pueblo Chieftain, dedicating several hours weekly during non-trading hours. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs, combining in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Le Roy Sandoval Jr. is a Series 66-registered financial advisor at Stifel with one year of industry experience. His prior roles include positions at Colorado State University Pueblo, the Housing Authority of the City of Pueblo, Valic Financial Advisors, and Pueblo Community College. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jerilee Larrinaga is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at City National Bank and RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers with options for tax management and responsible investing.

Chrystina Smith is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Gump & McHugh Asset Management and Colorado State University Pueblo STEM programs. Equitable Advisors serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm employs a model-based approach that includes third-party asset managers and provides ERISA fiduciary services to qualified plans.

Damien Ruybal is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Outside of his advisory role, he works as a basketball referee. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools across a range of account types and investment strategies.

Janet Fieldman is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. She is involved in her local community through the Greater Pueblo Chamber of Commerce and the Pueblo Downtown Association. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has had a long tenure at Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and modeling techniques, while offering both direct and employer-based financial planning services.