John Peterson is a CFP®-certified financial advisor with Edward Jones in Littleton, CO, where he has worked for 25 years. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

Bradley Cooke is a CFP® professional affiliated with LPL Financial in Littleton, CO, with 13 years of industry experience. He has held positions at several firms, including Fisher Investments, Ameriprise, and Fidelity Investments. Cooke is also a for-profit board member of DUBL, an activity outside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and retirement consulting services, employing both discretionary and non-discretionary management and utilizing research from various sources, including its own LPL Research.

Keri Pugh is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with LPL Financial, with 27 years of experience in the industry. She has worked at LPL Financial since 2017 and was previously with National Planning Corporation for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Matthew Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group, Inc., Woodbury Financial Services INC, and OSAIC. Outside of his advisory work, he is involved with Bridge Portfolio Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Lawyer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and with 21 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with several insurance agencies and referral services. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non‑discretionary management supported by in-house and third-party research.

Brittany Jarocki is a financial advisor with LPL Financial who holds the Series 66 designation and has nine years of industry experience. She worked at Level Four Wealth Management before joining LPL Financial in 2017. Outside of her advisory role, she is an author of a book titled *If You Give a Girl a Chardonnay* and is involved in entrepreneurial activities through Dubl Development, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

David Straub is a financial advisor with J.P. Morgan Securities in Littleton, CO, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Robinhood Financial and Fidelity Brokerage Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm operates within the broader J.P. Morgan organization and integrates an ESG eligibility framework in its recommendations.

Trey Fisher is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Traverse Wealth Management and held teaching positions at San Jose State University, Ohlone College, and Moreau Catholic High School. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Colin Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and two years of industry experience. His work history includes roles at LPL Financial, OSAIC, Woodbury Financial Services, and Alpine Planning Group. He is also involved with LifeWealth Planning Group, which he has been associated with since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and technology-driven investment solutions.

Cody Foster is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following a brief tenure at Investment Centers of America. Foster is also involved as a managing director and co-owner of a real estate rental business in Conifer, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research as well as third-party subadvisors and technology-driven strategies.

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.

Paul Goudy is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. Outside of his advisory role, he is associated with PLG Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.