Kenton Huff is a financial advisor with LPL Financial in Evergreen, Colorado, holding Series 63 and Series 65 licenses and over 37 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors and 1717 Capital Management Company. In addition to his advisory role, Huff is involved in non-variable insurance sales, including fixed annuities and life, health, disability, and long-term care insurance. 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 financial planning and investment management services through its extensive network of advisors and utilizes model portfolios, third-party subadvisors, and customized strategies.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Caitlyn Dunbar is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. She previously worked at Edward Jones for 11 years and spent three years affiliated with Earth Treks Climbing Center. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Marc Rossouw is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 designation and operates out of Evergreen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Guy Acerra is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, Acerra serves on the Board of Directors for The Reserve at Cub Creek Ranch HOA in Evergreen, CO. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Colleen Thompson is a financial advisor with Edward Jones in Evergreen, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for nine years at MolsonCoors Beverage Company. She also teaches a project management course as an adjunct professor at the University of Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Curtis is a financial advisor with Wells Fargo Advisors in Evergreen, CO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory role, Curtis owns Fulfillment Wealth Management Corporation, a financial planning practice based in McAllen, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm utilizes proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Cody Foster is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at Investment Centers of America and Ameriprise. Outside of his advisory role, he is involved in managing residential and commercial real estate investments as a co-owner and managing director of related entities. 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, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced research tools.

Tod Potter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Marguerite Maxwell is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with LPL Financial since 2002. Outside of her advisory role, she is involved with Paix d'Esprit, Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hannah Raynes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at Trilogy Capital, Inc. and National Planning Corporation. Outside of her advisory role, she directs the school play for Gilpin County Schools. 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 and access to third-party asset management, with advice delivered primarily through a large network of investment adviser representatives.