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.

Danielle Patnode is a financial advisor at Edward Jones in Lafayette, Colorado, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. His career includes roles at Raymond James Financial, Wells Fargo Investments, and Ameriprise Advisor Services. He also operates Tenacity Investment Group LLC alongside his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Maxwell Paul is a Series 66-credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. 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 offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Beth Stenz is a financial advisor with Edward Jones in Erie, Colorado, holding CFP® and ChFC® designations with 18 years of industry experience. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns Heels on the Gridiron LLC, a lifestyle blog covering travel, fashion, beauty, and sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including trust services and securities-based lending.

Christopher O'Neill is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 24 years of industry experience. His prior work includes roles at Mainstay Advisors, Wells Fargo Advisors, Chase Investment Services, Merrill, Equitable Advisors, and Piper Sandler & Co. Outside of his advisory work, he owns and sells artwork through a small business called Skull Labs. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Rose is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2019, following positions at Hilltop Securities Inc, Bank of Oklahoma, and Morgan Stanley Smith Barney. He serves as a member of the Guthrie Scottish Rite Investment Committee, where he reviews and makes recommendations on budgeting and investments. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kathleen Martin is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various capacities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment management supported by an integrated operational structure.

Joseph Bocci III is a CFP®-designated financial advisor with Raymond James Financial in Erie, Colorado, and has 19 years of industry experience. He has been with Raymond James since 2016 and also operates his own financial planning practice, Joey Bocci Financial Planning, LLC. Outside of advising, he serves on the Remuda Ranch Metropolitan District Board of Directors and is involved in an agricultural enterprise, BIKMA Performance Horses, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports clients through varied advisory programs.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Nicholas Dodds is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company, Vanguard Group, USAA Financial Planning Services, and Wells Fargo. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Jackson Mccausland is a financial advisor at Osaic with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Pacer Financial, Perella Weinberg Partners LP, and The Vanguard Group, and has experience in both financial services and non-financial roles. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment strategies supported by proprietary tools and third-party platforms.

Dylan Lenderink is a Series 66-licensed financial advisor with Wells Fargo Clearing in Brighton, CO, where he has worked for 10 years. He has 11 years of industry experience and has been associated with Wells Fargo Bank, N.A. since 2008. Outside of his advisory role, he serves as treasurer for Cherry Creek Farm HOA, overseeing budget reviews and community financial matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, using research-driven strategies and offering both brokerage and advisory solutions.

Gregory Betsinger is a financial advisor with Edward Jones in Longmont, Colorado. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward D. Jones & Co., L.P. In addition to his advisory role, he oversees a family travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Luke Camper is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merck and Moog Inc. He has been affiliated with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering services such as the Ameriprise Premier Retirement Income service, which provides written retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Glock is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Glock is registered with Series 63 and Series 65 credentials and is based in Brighton, Colorado. He also holds roles including OSJ Coordinator and Designated Principal at Waufle Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports its advisory services with custody, clearing, and overlay management through third-party providers.

Sarah Erwin is a Series 66-licensed financial advisor with Edward Jones in Longmont, Colorado, and has 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.