Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Max Potosme is a financial advisor with LPL Financial based in Golden, CO, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His prior roles include positions at Western Wealth Management, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved in operating Clear Sky Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Trevor Dietrich is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 license and 14 years of industry experience. He worked at Edward Jones from 2011 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved in a multi-level marketing business called LIVE PURE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Joshua Caucutt is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role since 2017 and previously worked at Cooper Heating and Cooling from 2015 to 2017. He holds a Series 66 designation and is based in Lakewood, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

Sarah Nezbeda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Staples Promotional Products and held roles with Walnut Street Baptist Church and the International Mission Board. Outside of her advisory role, she is the owner of a rental property in Arkansas, though she is not actively involved in its management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Colleen Thompson is a financial advisor with Edward Jones in Evergreen, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for nine years at MolsonCoors Beverage Company. She also teaches a project management course as an adjunct professor at the University of Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and operational infrastructure.

Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has experience at several firms including Bank of America, Wells Fargo, and Northwestern Mutual. Prior to entering the financial industry, he worked in various roles including at Hastings College and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.

Cristina Torres Medina is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Balistreri Vineyards and Denver Human Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and systematic methodologies in portfolio management.