Gary Bedford is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 42 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, and previously held roles at Western Wealth Management LLC, LPL Financial, and has operated Bedford Insurance Services and Bedford & Associates Inc. since the early 1990s. Bedford is also the originator and author of a scholarly website focused on education and public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of discretionary and non-discretionary investment approaches across multiple platform arrangements.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.

Darcy Lindblom is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2017. Outside of his advisory role, Lindblom is involved with Joey Bocci Financial, where he manages administration and client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Zachary Engraff is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Scf Investment Advisors, Lincoln Financial Securities Corporation, and New York Life. In addition to his advisory role, he is involved with Buffalo Financial Strategies, focusing on non-variable insurance. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, incorporating both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Jeffrey Erwin is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and various investment strategies.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Todd Kidder is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. In addition to his advisory work, Kidder operates as an independent insurance agent specializing in life, accident, and health insurance. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Donald Jaramillo is a ChFC®-designated financial advisor with 24 years of industry experience, currently with Edward Jones since 2022. His prior experience includes a four-year tenure at COUNTRY Capital Management Company. Outside of his advisory role, he owns a family business LLC related to a property in Golden, Colorado. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bailey Conley is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2019, Bailey worked at Randstad and UC San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Chris Gillard is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with CGI Consulting LLC for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Powell is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Darren Scott is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is involved in performing and fine arts, including music performance, education, writing, and multimedia streaming. He also works occasionally as a driver for ride-sharing and food delivery services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Carolyn Bondarovich is a financial advisor with LPL Financial, holding a Series 63 license and over 42 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Outside of her advisory work, she is involved in interior design consulting for private homes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, alongside research and model portfolios from multiple sources.

De Anna Price is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and previously worked at New York Pizza Department and Arizona State University before joining Merrill in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to entering the financial industry, she worked at Best Buy for seven years. 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.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.