Carole Pfeifer is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Newell Financial Services. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Kevin Krystofiak is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 23 years and Prudential Insurance Company of America for 30 years. Krystofiak volunteers on the fundraising committee at his children's school. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and charitable entities, primarily using model-driven investment implementations developed by LPL’s Research Department and third-party strategists.

Naomi Marty is a financial advisor with Wells Fargo Clearing in Durango, Colorado, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Coffey Jr. is a financial advisor with Morgan Stanley in Durango, CO, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Christopher Wright is a financial advisor with Edward Jones in Durango, Colorado, holding Series 66 and Series 63 credentials and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he spent 12 years at State Farm VP Management Corp. Outside of advising, he is involved in a sports card trading business operated with his son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Catherine Allred is a financial advisor with LPL Financial in Durango, CO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management. The firm supports its network with advanced operational tools and offers a wide array of investment strategies managed on both discretionary and non-discretionary bases.

Michael Ehrhardt is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. Outside of his advisory role, he operates a fly fishing guide business in Pagosa Springs, Colorado. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Bingaman is a financial advisor at LPL Financial in Durango, Colorado, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Legacy Financial Advisors and Fort Lewis College. 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 utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Jeffrey Solomonson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Solomonson serves on the boards of Lutheran Family Services Rocky Mountains and the Colorado Warriors Pop Warner Football Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of financial topics and combines planning with managed-account programs under a consolidated service called WealthPlan, while keeping planning and investment management separate.

Georgianna Guimond is a financial advisor with Edward Jones in Durango, CO, holding a Series 66 designation and six years of industry experience. She has held multiple roles at Edward Jones since 2010, with a two-year period at LPL Financial between 2019 and 2021. Her spouse owns a cleaning business in Pagosa Springs, CO. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Elton is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Raymond James and Associates. Outside of finance, he has experience in the food and beverage industry through involvement with The Crooked Cup Coffee Chain and has been associated with local sports organizations including Arsenal Soccer Club and Capitol FC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Luthy is a financial advisor with Robert W. Baird & Co. in Durango, Colorado, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Baird in 2018, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2018. Outside of his advisory role, he serves as treasurer of Dreamweaver LLC and is a board member of the Durango High Noon Rotary Club, participating on its scholarship committee. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Scott Turcott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Oppenheimer, Merrill, and Wells Fargo Clearing. He is also involved with Coyote Financial, a business entity focused on 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Donnaway is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® designation and securities licenses including Series 63 and Series 66. His prior work includes roles at ICA Group Wealth Management, LLC and Investment Centers of America, alongside over 20 years as a self-employed advisor. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, with a broad network of advisors utilizing both discretionary and non-discretionary strategies.

Cynthia Murphy is a financial advisor with Morgan Stanley in Durango, Colorado, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2016 and was previously with UBS Financial Services from 2007 to 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

John Pougiales is a CFP® and ChFC® with 40 years of industry experience, currently affiliated with Raymond James Financial in Durango, CO. He has held positions at Raymond James Financial since 2006 and worked at Mayo Park Lofts from 2015 to 2020. Outside of his advisory role, he owns a support company, Price Investments Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Lillian Timmerman is a financial advisor with Thrivent Investment Management in Durango, Colorado. She holds a Series 66 designation and has recently started her advisory career at Thrivent, joining in 2026. Prior to this, she worked in a variety of roles including at the University of Wisconsin-Madison's Office of Student Financial Aid and with the Durango and Silverton Narrow Gauge Railroad. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas such as retirement and estate planning. The firm offers these services through a broad network of advisors, combining planning with managed account options while maintaining separation between the two.

Tina Mccallum is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Baird in 2018. Outside of her advisory role, she serves as treasurer for a local business and is an owner/member of a private LLC unrelated to investments. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Travis Holgate is a financial advisor at LPL Financial in Durango, Colorado, holding a Series 66 designation with four years at LPL and a total of eight years in the financial industry. His prior experience includes roles at TruWest Auto, Action Pages, and Bradsby Group. 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, supported by technology tools and a large network of advisors.

Christiane Copeland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1996 and is a qualified Portfolio Manager, offering clients guidance through personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. She is certified as a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Chris focuses on a holistic approach to wealth management that considers various life factors influencing financial success. Her expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, retirement income, and managing portfolios. She collaborates with clients extensively to develop and implement tailored wealth management strategies and works alongside clients' legal and accounting professionals. Her approach includes ongoing account reviews to ensure alignment with clients' evolving goals. Chris earned a Bachelor's degree in Business Administration from the University of Arizona following two years of basketball at Cochise College. She lives in Bellaire with her husband, Jim, and they have two children and three grandchildren. Her personal interests include hiking, jogging, cycling, and attending Houston Texans football games. She has been named to Forbes' "Best-in-State Wealth Advisors" list annually from 2019 through 2026.