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, where she has worked since 2006. She has 20 years of industry experience and is based in Pueblo, Colorado. Passig is also listed as president of Trasta Data Systems, an S-corp that is not investment related and operated by her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics, offering these services either as one-time or ongoing engagements without discretionary portfolio management.

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 credentials and four years of industry experience. Prior to joining Schwab in 2022, he held roles at Verizon Wireless, ADT Securities, and several other companies. Outside of his advisory role, he owns Collect-A-Billion, a business focused on buying and selling collectibles such as Lego sets, trading cards, and comic books through platforms like WhatNot, eBay, and Bricklink. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

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 worked at Waddell & Reed, Inc. for 25 years before joining LPL Financial in 2021. In addition to his advisory role, Payne has longstanding experience as an insurance agent. 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 institutional platforms, supported by a large network of investment adviser representatives.

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.

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 with Equitable Advisors in Pueblo, CO, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include three years at Gump & McHugh Asset Management and positions at Colorado State University Pueblo within the STEM department. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a mix of firm-offered and third-party advisory programs, with an emphasis on personalized risk assessment and program matching.

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.

Bonnie Zupancic is a Series 66-licensed financial advisor with 25 years of industry experience, currently with LPL Financial since 2020. Her prior roles include positions at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of advisory work, she is a commissioned notary in Pueblo, Colorado. 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 financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.