Michael Tyler is a CFP® with 20 years of industry experience. He is the sole advisor at Family Financial Solutions Group, LLC, where he has worked since 2014. He is also the owner of McCannon Tyler & Associates, LLC, a tax and accounting firm. Family Financial Solutions Group, LLC provides fee-based investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, employing a tactical allocation strategy with non-discretionary portfolio management.

David Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2010. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, utilizing asset-allocation models, third-party manager selection, and a mix of mutual funds, ETFs, equities, fixed income, and options.

Jamie Thomas is a financial advisor at Dynamic in Durango, CO, holding a Series 65 designation and beginning their advisory career in 2025. Prior to this role, Jamie owned and operated Bella Vie Hair Studio for 13 years and serves as an HR director at the Sky Ute casino. Dynamic serves a wide range of clients, including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and support services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and sub-advisory services.

Rachel Kuss is a financial advisor with Western Wealth Management LLC in Durango, CO, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial since 2015. Outside of her advisory work, she has performed data entry for a CPA firm and serves as a notary. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutions. The firm operates as a decentralized network of investment adviser representatives offering comprehensive portfolio management, financial planning, and institutional investment management, utilizing a combination of firm-designed and third-party models across a broad set of strategies.

Jeffrey Speicher is a financial advisor with Prospera Financial Services, Inc. in Durango, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. He serves as a board member of Durango BMX. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Stephen Weatherby is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Parallel Advisors, LLC since 2023. His prior roles include positions at Autus Asset Management, LLC and Integrated Financial Planning. Parallel Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and offers technology-enabled solutions for tax-efficient rebalancing and held-away account management.

Kenneth Duncan is a CFP® professional with 17 years of industry experience. He has been with Western Wealth Management LLC since 2016 and also has a tenure at LPL Financial dating back to 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, combining firm-designed models with access to multiple third-party programs and a broad range of strategies.

William Douglas is a financial advisor with Western Wealth Management LLC in Durango, CO, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2014 and is involved in bookkeeping for his spouse’s graphic design business. Outside of finance, he performs professionally as a musician at local events and festivals. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors. The firm employs a range of investment strategies and provides access to multiple advisory programs and third-party managers.

Stephen Pease is a CFP® professional with 22 years of industry experience. He is affiliated with Dynamic and has previously worked at Oxford Asset Management and Mountain Capital. Outside of finance, he serves on the board of directors for the La Plata Open Space Conservancy and works as a kids ski instructor at Mountain Capital Ski Resort. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific investment approach and provides a range of portfolio management, financial planning, and advisory support services, including an integrated technology platform for other advisers.

Levi Johnson is a financial advisor at LifeMark Securities Corp. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management for 19 years. Johnson also serves as a board member for Embark Ministries, a nonprofit organization. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach with customizable account management options.

David Dillman is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Before joining Empower, he worked in education and managed athletic e-statistics for high school basketball teams, providing in-game analytics to coaches. Dillman also volunteers as a local representative for the Colorado School and Public Employees Retirement Association, assisting members with information related to Colorado PERA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, operating within an affiliated platform that supports recordkeeping and investment execution.

Justin Fierstein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrea Crossland is a financial advisor with Primerica Advisors in Durango, CO, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Primerica Advisors since 2022 and has prior experience with Primerica Financial Services beginning in 2000, as well as operating the Crossland Insurance Agency LLC since 2018. Outside of advising, she is involved with Primerica Mortgage and Primerica Client Services, referring home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

David Tranum is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes a brief tenure at Wells Fargo Advisors, LLC. Outside of financial advising, he works as a flight instructor with Colorado Highland Helicopters and Red Dawn Aviation, both based in Durango, CO. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages extensive assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Schofield is a financial advisor at Edward Jones in Durango, CO, holding Series 63 and Series 66 licenses with 11 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 14 years before joining Edward Jones in 2025. Outside of his advisory role, he is the owner and operator of Bullpen Ranch LLC, where he develops and raises cattle and swine. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Payden is a financial advisor with Thrivent Investment Management in Durango, Colorado. He holds a Series 66 designation and has 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs through its WealthPlan option while maintaining planning and investment services separately.

Scott Shadid is a financial advisor at Robert Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. before joining Baird in 2022. Scott is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, utilizing manager-traded and model-traded strategies as well as internal research and tools to support client advice.

Martin Mclaughlin is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2010 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Ellen Kolks is a Series 66-licensed financial advisor with Cetera, based in Durango, CO, and has two years of industry experience. Prior to joining Cetera, she has been involved in various roles including ownership of Elk Wealth Builders LLC and operating Elle Resells, a business focused on selling used and vintage clothing to reduce clothing waste. She also serves as a board member for the City of Durango. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Przechera is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory role, he has a business entity held for tax and accounting purposes under the name Cambridge Partners Inc. 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 portfolios, third-party asset management, and institutional platforms.