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.

Mark Byavu Ngoga is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Investment Management, Trane Technologies, State of Grace Counseling Center, and T Rowe Price. He also has experience working and teaching at Colorado State University - Pueblo. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Icabone is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Securities America Advisors, First Allied Advisory Services, UBS Financial Services, and Piper Sandler & Co. He also maintains a separate business entity, Icabone and Associates, for tax and investment purposes. 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 supports a range of advisory and brokerage services delivered through a large network of investment adviser representatives using a variety of investment strategies and operational tools.

Mark Kennedy is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as President of the Silver Creek Lakes HOA and as Secretary of the St. Charles River Estates Property Owners Association in Pueblo, Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Alexis Lopez is a Series 66-licensed financial advisor at Stifel with 16 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2022, Alexis worked for Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jordan Lussier is a financial advisor with Edward Jones in Pueblo, Colorado, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Bank NA from 2014 to 2018 and briefly at Jose Carlos Concrete LLC in 2018. Outside of his advisory role, Lussier has experience coaching at Canon City High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Ryan Griego is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Regis Dahl is a financial advisor with Ameriprise in Pueblo, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in mortgage services and construction, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

David Tye is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Affiliates since 2001. In addition to advisory services, he is involved in sales of home security and automation products through affiliated non-investment business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets.

Thaddeus Dahl is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at Fidelity Brokerage Services LLC and American Income Life. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, often delegating management to sub-advisers while maintaining oversight.

Crystal Jaramillo is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC for seven years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.