Rhonda Ledford is a CFP®-certified financial advisor with Wells Fargo Clearing, based in Durango, CO, and has 14 years of industry experience. She has been with Wells Fargo Investments, LLC since 2001. Outside of her advisory role, she co-owns and manages Archery Unlimited Outfitters LLC, an outfitting hunting business, as well as Ledford Quarter Horse Company, an agricultural venture. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Clinton Jasperson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2013. Outside of advising, he serves as a board member for SERVE 6.8, a nonprofit that assists community members in crisis, and is involved with a business venture supporting a Big Blue Swimschool franchise startup. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers flexible engagement options and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Joseph Kusar is a CFP® professional with seven years of experience in the financial services industry. He is affiliated with Raymond James Financial and has a background that includes roles at Bank of Colorado and Purgatory Ski Resort. Kusar serves on the finance and investment committees of two local nonprofits in Durango, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Brendan Hill is a financial advisor with Morgan Stanley in Durango, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2016 and was previously with UBS Financial Services from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brett Vuyk is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory role, he serves as treasurer for the West Bend Noon Kiwanis Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, delivering tailored recommendations supported by Wells Fargo research and planning tools.

John Dugas is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include managing real estate investments through various entities with a passive involvement. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Charles Peterson is a financial advisor with LPL Financial in Durango, Colorado, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Cantella and Co., Inc., Wells Fargo Clearing, and Brown Advisory. He is a partial owner of a golf business in Durango. 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 financial planning and asset management services, combining advisory and non-advisory financial activities across a large network of investment adviser representatives.

Hunter Allmon is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. Outside of his advisory role, he has been involved with Clements Investment Group, LLC in a non-investment capacity since 2014. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment approaches including model portfolios, third-party subadvisors, and customized strategies.

Martin Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and experience beginning in 2024. Prior to joining Baird, he held positions in energy, hospitality, education, and healthcare sectors. Outside of his advisory role, he coaches at a local CrossFit gym during weekends and holidays. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services utilizing a range of strategies and investment options.

Steven Kreutzberg is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a focus on dependable income sources, tax-aware withdrawal strategies, and restrictive enrollment criteria based on investable assets.

Calvin Romero is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc from 2012 to 2022. Outside of his advisory roles, Romero is involved as a caregiver with People Care in Delta, Colorado. 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 portfolios, and institutional platforms, supported by extensive operational and research tools.

Lori Wickes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2004 and was previously with Denver Wealth Management from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supporting a broad network of over 22,800 advisors.

Thomas Helms is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, Helms is active in his community as a youth football referee and serves as a board member and treasurer for the La Plata Family Coalition Center, a nonprofit supporting underprivileged families. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group employs a range of investment strategies and offers both discretionary and non-discretionary management, incorporating traditional and alternative asset classes.

John Hansen Jr. is a financial advisor with LPL Financial in Durango, Colorado, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked for Investment Centers of America, Inc. for 21 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Andrea Pressley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She has been affiliated with Fort Lewis College in Durango, CO, during the same period and has been involved with the Los Angeles Master Chorale for over a decade. Pressley performs as a soloist with the San Juan Symphony for their Bach Festival. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm has a large retail advisor network and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Balster is a financial advisor with LPL Financial in Durango, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Securities America Advisors and Securities America, Inc. from 2012 to 2022, as well as UNITED PLANNERS' FINANCIAL SERVICES of AMERICA from 2006 to 2012. Balster is also involved with Legacy Financial Advisors and Clements Group Insurance Sales in capacities related to investment and insurance services. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with a variety of discretionary and non-discretionary investment strategies.

Richard Spraker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

William Clements is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, and Nations Financial Group. Outside of advisory work, he is involved with Clements Group Insurance Sales, offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a broad non-advisory financial services platform.

Karen Naranjo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Her background includes roles at Wells Fargo Bank, Farmers Insurance, and a public defender's office, as well as working as a hostess at a Mexican restaurant. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions.

Michael Barth is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Ameriprise Financial Services, Robert W. Baird & Co., and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, institutions, and municipalities, providing financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.