Sylvia Drury is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has worked at MetLife Resources since 1990. Drury also maintains an insurance agent role specializing in insurance, fixed indexed annuities, and long-term care products. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using in-house and third-party models, and maintains a significant focus on educator retirement programs.

Gary Drury is a financial advisor with Lincoln Investment, holding a Series 63 license and 37 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he has operated Pelicans Restaurant since 1979 and works as a general agent selling insurance and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history serving educators. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and third-party managers.

Erin Larney Themig is a CFP® with 23 years of industry experience, currently advising clients at Commonwealth Financial Network. She has held multiple roles at Commonwealth Financial Network since 2005, with a brief tenure at LPL Financial from 2007 to 2009, and also works with Azimuth Wealth Management since 2017. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Cari Smith is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. She has 22 years of industry experience, including multiple roles at LPL Financial and Western Wealth Management prior to joining Private Advisor Group in 2020. Smith also provides investment advisory services through Independent Advisor Alliance, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to various third-party strategists and technology platforms.

Jeffrey Mizner is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Serenity @ ELW, a limited liability company in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Bruce Vermeulen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge since 2010 and also operates as president of the RiderDown Foundation, a nonprofit organization based in Evergreen, Colorado. Additionally, he maintains an independent insurance agency and oversees Vermeulen Consulting Inc., which provides administrative services for personal household accounts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers.

Eric Scheimer is a financial advisor with LPL Financial in Evergreen, CO, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, Scheimer is involved in agricultural and farming businesses through entities such as Schaefer Farms, Inc. and Serendipity Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Gwendolyn Yanish is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, she worked at Wells Fargo Advisors and has been associated with Huiting Wealth Management Group since 2013, where she also serves as an officer in supporting roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports a broad advisor network with specialized programs in municipal finance and employer advisory services.

Zachary Weaver is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also associated with Prairie Plains LLC as an outside business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and provides diverse financial products and services across retail and institutional markets.

Mark Mcculloch Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has previously worked at Morgan Stanley and founded Evergreen Wealth Management, where he serves as CEO. In addition to his advisory role, he is an independent contractor with Prevender Financial Services. 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 investors. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Franco is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Lucas Benjamin is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles spanning construction and engineering companies, as well as a position at Colorado State University. Outside of his advisory role, Benjamin is the owner of a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Randolph Huiting is a CFP® and CFA® with 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Sierra James is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2022. Prior to that, she spent over a decade at Cantella & Co., Inc. Outside of her advisory role, she is employed in the food and beverage industry as a W2 employee at Valle Restaurant in Oceanside, CA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions, with options for discretionary and non-discretionary investment strategies.

Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.