David Ferguson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

Ryan Mason is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He currently serves as an advisor at Independent Advisor Alliance, LLC and is also affiliated with LPL Financial. Prior to these roles, he worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2009 to 2020. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by technology platforms and a network of advisory representatives.

Debra Anderson is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Principal Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Meyer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank from 2016 to 2024. His credentials include Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring and access to third-party discretionary managers.

Laura Gillen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners and Northwestern Mutual, among others. In addition to her advisory work, she owns a private mental health counseling practice and is a co-owner of hospitality-related LLCs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and ancillary services such as tax planning, bookkeeping, and estate planning. The firm utilizes a diversified investment approach with mutual funds and ETFs tailored to clients’ objectives and risk tolerance and operates within a larger Cetera network providing a range of affiliated resources.

Nathan Pierce is a financial advisor with Guardian Life in Loveland, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Guardian Life and its affiliates since 2012. Outside of his advisory role, Pierce serves as president of Pierce Insurance & Financial, a business selling insurance products separate from Guardian. Guardian Life’s subsidiary Park Avenue Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Ryan Papp is a financial advisor with Lincoln Investment based in Erie, CO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Northwestern Mutual Investment Services. Outside of advisory work, he provides tax preparation services as an independent contractor during tax season. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches with a combination of discretionary and non-discretionary programs.

Christopher Kadowaki is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials and has previously worked at Avantax Planning Partners, Facet Wealth, and several other firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, and estate planning, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Dennis Hein is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera before joining Centaurus in 2024. Hein is also president of Hein Financial Services, Inc., a non-investment business focused on life and health insurance sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary strategies, using a range of analytical approaches and model overlay programs.

John Nicholas III is a financial advisor at Ameriprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Derek Vinge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 designation and has worked at Edward Jones since 2016, following seven years at Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs and investment solutions through a nationwide network of more than 23,700 advisors.

Serena Walker is a financial advisor at Edward Jones in Longmont, CO, with 10 years of experience at the firm and holds a Series 66 designation. She has worked exclusively at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Zachary Rechkemmer is a financial advisor with Edward Jones in Loveland, CO. He holds a Series 66 designation and has been with Edward Jones since 2024. His prior experience includes roles at Arizona State University, Vans, and Ace Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Zuzana Balzerova is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Outside of her advisory role, she owns several rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Alexander Eberly is an advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, his work history includes roles in logistics, delivery services, and natural resources management. He also has entrepreneurial experience with Chapters Logistics, LLC and King Courier Service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Dolan is a financial advisor at Raymond James Financial with 20 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2021 and previously spent 15 years at Edward Jones. Outside of his advisory role, Dolan is the owner and president of MJD Financial Services, LLC, a support company. 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, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Craig Swan is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Commonwealth Financial Network and Cetera Wealth Services. Swan also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent professionals, offering a range of portfolio management and advisory solutions tailored to client objectives.

Kari Boxleitner is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her financial advisory role, she is involved in rodeo barrel racing and engages in the purchase and sale of cattle and horses for family use. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliate from 2010 to 2025 and currently operates Tenacity Investment Group alongside his role at LPL. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Hampton Kelsch is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to develop financial plans tailored to their individual goals. Hampton has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, Financial Representative, and now Planning Consultant. His experience within the company has provided him with a comprehensive understanding of client services and financial planning. Outside of his professional work, Hampton engages in activities such as board games, family activities, social events with friends, movies, reading, and traveling.