Margaret Corcillo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Endurance Wealth Management, Inc. for nine years before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Steven Martindale is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Sgroi is a CFP® with 27 years of experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has been affiliated with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in local real estate through managing several LLCs that own and lease office properties, and he serves as president of a professional building homeowners association. 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 institutions. The firm offers tailored, non-discretionary planning and supports advisory programs alongside specialized municipal and public finance services.

Amy Allred Fetterhoff is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in Glenwood Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies under a fiduciary standard.

Erika Corbin is a financial advisor with Edward Jones in Carbondale, Colorado, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at Intuit, Smith & Corbin Tax Associates, and Avantax Investment Services, as well as ownership of a tax preparation business that closed in 2025. Outside of her advisory work, she has experience in the hospitality industry as an on-call banquet bartender at Viewline Resort Snowmass. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

Patrick Coyle is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His previous work includes lengthy tenures at Merrill and Bank of America. Outside of his advisory role, he is an owner of an LLC and serves as a co-trustee of a family investment trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor strategies. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

William Swanson Jr. is a financial advisor with Raymond James Financial in Aspen, CO, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently associated with High Country Financial Inc. and Raymond James Financial Services since 2005. Outside of his advisory roles, he owns and manages a rental real estate business in Marble, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.