Zachary Benz is a financial advisor with Edward Jones in Durango, CO. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked in various roles including at Durango Motor Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates nearly 15,000 branch offices nationwide.

Jason Silva is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. Prior to Raymond James, he worked at Edward Jones for 11 years. Silva is also the owner and CEO of Silva Wealth Management LLC and serves as an agent for Oak Crest Insurance. 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 uses analytical tools such as risk profiling and probability modeling to support client goals.

Riley Barber is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has worked at Baird since 2023. His prior experience includes roles at Castellan-Piatt Accounting, Sandia National Laboratories, and University of New Mexico. Barber is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex, including discretionary and non-discretionary management.

David Hill is a financial advisor with Morgan Stanley in Durango, Colorado. He holds a Series 66 designation and has nine years of industry experience, including his current role at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Eddie Bailey Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust custody and insurance services.

Suzanne Jackson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Prior to joining Baird, she worked at Mountain Middle School from 2014 to 2018. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Samuel Duncan is a financial advisor with Wells Fargo Clearing in Durango, CO. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm employs a large team of advisors and uses research and analytics to guide investment selection, offering both brokerage and advisory solutions.