Gina Duryea is a financial advisor with OSAIC based in Evergreen, Colorado, holding a Series 63 designation and possessing 35 years of industry experience. She worked at Securities America Advisors and Securities America Inc. for eight years before joining OSAIC in 2024. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys, which focuses on travel reporting and trip booking. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various account management options across multiple advisory platforms.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

James Golden is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Golden serves on the finance committees of Golden View Classical Academy in Colorado and Our Lady of Lourdes Catholic Church in Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Russ Stallings is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2018 and also co-owns farmland purchased from his grandfather's estate, which he and his wife rent to a local farmer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, affiliated mutual funds, and other financial services supported by a nationwide network of approximately 23,701 advisors.

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.

John Green III is a financial advisor with Edward Jones in Lakewood, CO, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Shai Rikon is a financial advisor with Edward Jones in Littleton, CO, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has worked at Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

James Davis is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of related financial products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining authority over model selection and management.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Walter Heidenreich III is a financial advisor with Cambridge Investment Research Advisors in Littleton, CO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. He serves as president of Horizons of Colorado, a nonprofit organization. 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 offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of platform and custody arrangements, and it provides both proprietary and third-party investment strategies.

Sierra James is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She has worked with Cantella & Co., Inc. for over a decade before joining Cambridge Investment Research. Outside of her advisory role, she is employed in the food and beverage services sector at a restaurant in Oceanside, CA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a variety of portfolio management strategies and platform options.

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.

Harley Tierheimer is a financial advisor with J.P. Morgan Securities in Lakewood, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. from 2001 to 2022 and J.P. Morgan Securities LLC since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Niccolo Coco is a CFP® professional affiliated with OSAIC, carrying two years of industry experience. His prior roles include positions at Securities America, inc., Kroger, Iron Lion, CYLA, and Develyn Jr/Sr High School. He offers additional services through his S Corp, COCO FINANCIAL POSITION, which focuses on life insurance research and policy maintenance. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage, advisory, and financial planning services. The firm utilizes various tools and third-party platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

Staci Heath is a financial advisor with Edward Jones in Lakewood, Colorado, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Terumo BCT and Karl Storz Endoscopy-America, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Blanco is a financial advisor at Edward Jones in Littleton, Colorado, with 44 years of industry experience. He has held his current role since 2011. Blanco holds Series 63 and Series 65 credentials. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Nogajewski is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Lauterbach & Amen as an Associate Actuary providing audit and accounting services. He has also held roles outside finance, including positions at the UCCS Gallogly Recreation Center and UCCS Office of Admissions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.