Benjamin Dodd is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Vail Health and the Vail Valley Partnership. Outside of finance, he is a partner and Creative Director at Capture the Action, a video production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Lepore is a Series 66 licensed financial advisor with Edward Jones, based in Edwards, CO. He has seven years of industry experience, including six years at US Bank before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Starratt is a Private Wealth Advisor with Merrill Private Wealth Management. He has more than 35 years of experience in the investment business, all with Merrill, where he currently advises clients with complex investment needs, including business owners, families, retirement plans, and non-profit organizations. His approach involves creating personalized plans and processes for his clients, emphasizing transparency of fees and straightforward investment strategies. Mike is a graduate of the University of California, Berkeley with a Bachelor's degree and holds the Certified Investment Management Analyst (CIMA) designation. Over his career, he has been recognized as one of Barron's Top Institutional Consultants multiple times and as a Forbes Best-in-State Wealth Advisor in 2023. As of January 2026, he advises on assets totaling over $3.0 billion. Outside of his professional work, Michael enjoys various sports such as skiing, golf, swimming, tennis, volleyball, and beach volleyball. He is also involved with the professional organization Ready to Succeed, where he volunteers.

Joseph De Fusco is a financial advisor with Equitable Advisors holding a Series 66 credential and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Troon Golf LLC and Fuse Music, where he remains involved. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers.

Donald Johnson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a minority ownership interest in Harlingwood LLC, an investment-related business based in San Diego. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brian Quinn is a financial advisor with Wells Fargo Clearing in Vail, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee for children’s trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Logan Killpack is a financial advisor with Mass Mutual Investors Services in Minturn, Colorado, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Killpack is the owner of Killpack Financial, LLC, an independent insurance agency specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented financial planning engagements.

Jonathan Berstein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo clearing and advisory entities since 2009. Berstein is also a co-owner of Eagle Oak Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services that address a wide range of client needs, utilizing proprietary research and planning tools to develop tailored recommendations.

Mark Eaton is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SG Americas Securities, LLC and NewEdge USA, LLC. Outside of his advisory role, Eaton owns Home Concierge, LLC, a business that provides home watch and concierge services for vacation homeowners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various managed strategies and investment options, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Steve Kehoe is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

James Bolton is a CFP® professional with 20 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He is based in Eagle, Colorado, and holds Series 66 and Series 65 licenses. Outside of his advisory role, he is involved in life and health insurance sales and has ownership interests in a real estate business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-based planning relationships.

Watson Bailly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cetera since 2019 and previously spent seven years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Lori Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she holds a minority ownership stake in Bluetip Enterprises, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Brubeck is a financial advisor with Edward Jones in Eagle, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.