Devin Kellenberger is a Series 66 licensed financial advisor with Edward Jones, based in Golden, Colorado, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Enterprise Holdings for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Bridget Summers is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has previous work history that includes roles at Pinnacle Home Exteriors, LLC and Peace Catalyst International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers planning engagements on a one-time or ongoing basis and separates planning services from managed-account programs.

Melissa Dyer is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she engages in jewelry making as a hobby and occasionally sells pieces at craft shows. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Jason Bely is a Certified Financial Planner (CFP®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of Tobi Holdings LLC, a real estate entity focused on managing rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Joshua Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 19 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Carroll Dannettell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including HD Vest Investment Services, Well Balanced Financial Services Inc, and B & Y CPAs. Cetera is an SEC-registered investment adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to a range of third-party money managers.

Paul Goudy is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. Outside of his advisory role, he is involved with PLG Management LLC, a business entity for tax and investment purposes based in Littleton, CO. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies.

Julia Smith is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with LPL Financial since 2012, with prior experience at Osaic FA, Inc. and an earlier tenure at LPL Financial. In addition to her advisory role, she is involved with Financial Balance Wealth Management. 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, managed portfolios, and institutional platforms, utilizing both proprietary research and third-party investment strategies.