Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has prior experience at Bank of America, Wells Fargo, and Northwestern Mutual, and has held roles outside the financial industry including positions at Hastings College and Best Buy. Merrill provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Curtis is a Series 66–licensed financial advisor at Wells Fargo Advisors with 16 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, he is the owner of Fulfillment Wealth Management Corporation and manages two commercial rental properties in McAllen, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored investment recommendations using proprietary research and planning tools.

Cristina Torres Medina is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Balistreri Vineyards and Denver Human Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and systematic methodologies in portfolio management.

Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Kasey Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Taylor worked at First Western and Regions Bank. The advisor is based in Lakewood, 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, utilizing research and analytics to support portfolio diversification and modern portfolio theory.

Grant Mitchelmore is a CFP® and CFA® with 27 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 1997 and also spent 18 years with Financial Growth Resources, Inc. Grant does not have notable outside business activities reported. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by comprehensive operational and research tools.

Wanda Archer is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she operates Wanda Archer, LLC, which focuses on investment-related activities connected to Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Scott Lebauer is a financial advisor with Cambridge Investment Research Advisors in Golden, Colorado, holding Series 63 and Series 65 credentials and working in the industry for 33 years. He has been with Cambridge Investment Research and its affiliated firm since 2016. Outside of his advisory role, he owns an independent insurance agency, Lebauer Financial Design LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of customizable investment strategies and platform arrangements.

Guy Miller is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Lakewood, 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 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.

Connor Bright is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and previously worked at Altitude Investment Management, LLC. Outside of his advisory role, he serves as a league commissioner for a fantasy football league and works as an insurance agent selling life and annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

Jesse Joffray is a financial advisor at Thrivent Investment Management with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Fidelity Investments and Lifetime Fitness, as well as academic positions at Denver University and the University of Colorado Boulder. Outside of his advisory work, he manages a rental property where he rents a room in his home. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Colin Lancaster is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Woodbury Financial Services, Alpine Planning Group, and OSAIC. He is also involved with LifeWealth Planning Group, a business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining technology-driven tools with a broad service platform.

Christopher Parsons is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Parsons is also a principal of Manmachine Co., an investment-related business based in Denver. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored recommendations and provides clients with flexible implementation options through brokerage or advisory programs.

Jesse Schultz is a financial advisor with Edward Jones in Golden, Colorado, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Elevate Property Services, Inc., Epicon, LLC, and the Town of Marana Water Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Gregory Dellinger is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts with custody and trade execution services from major providers like BNY Mellon Advisors and Pershing.

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.

Todd Lansing is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors LLC for nine years before joining LPL Financial in 2020. Outside of his advisory work, he serves as a replay official for the Colorado Christian University Athletic Program. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Claudia Rivers is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2008. She is based in Littleton, CO, and owns Rivers Wealth Partners LLC, as well as founding Rivers Wealth Management. Rivers also volunteers as a coach for Wings for Widows, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary as well as third-party strategies tailored to client objectives.

Jeremy Tuleja is a CFP® professional with 22 years of experience at Edward Jones, where he has worked since 2004. He holds Series 63 and Series 66 licenses and is based in Lakewood, 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.