Darcy Lindblom is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds a Series 66 designation. With nine years of industry experience, Darcy has worked at Raymond James since 2017 and is also involved with Joey Bocci Financial in a support role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports its advisory network with municipal and public-finance expertise.

Zachary Engraff is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 24 years of industry experience. His previous roles include positions at SCF Investment Advisors, Lincoln Financial Securities Corporation, and Eagle Strategies. He also operates Buffalo Financial Strategies, a non-variable insurance business. 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 financial planning and asset management services and supports its advisors with research and technology tools.

Jeffrey Erwin is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services from 2002 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Todd Kidder is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2013, with prior experience at Walnut Street Securities, Inc. and Walnut Street Advisers Inc. Additionally, he operates as an independent insurance agent specializing in life, accident, and health insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting discretionary and non-discretionary account structures across multiple program options.

Chris Gillard is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with CGI Consulting LLC for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carolyn Bondarovich is a financial advisor with LPL Financial in Louisville, Colorado, holding a Series 63 designation and possessing 43 years of industry experience. She has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 1998. Outside of her advisory role, she is involved in interior design consulting for private homes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and institutional platform services.

Chad Shipley is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at KeyBank National Association and Bank of the West. Chad is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, investment strategies, and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Brian Frank is a financial advisor with Ameriprise in Erie, Colorado, holding Series 63 and Series 65 credentials and seven years of industry experience. Before joining Ameriprise in 2026, he worked at The Huntington Investment Company for four years and held positions at Guaranteed Rate, BBVA-related entities, and BMO Harris Financial Advisors. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Retirement Income Recommendation Reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lesley Cortez is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has been with Primerica since 2003 and worked briefly in law enforcement with the Adams County Sheriff’s office. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities in 2019, Hua Hui Li worked at Best Buy for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework in its investment approach.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Caleb Theisen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for three years at Ziggis Coffee. 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 discretionary and non-discretionary investment strategies supported by a network of more than 23,700 financial advisors nationwide.

Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

David Riffel is a CFP® professional with seven years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Dell Technologies before entering the financial services industry. Outside of his advisory role, he is Treasurer and a board member of The Children's Foundation International, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. 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 programs and investment strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Brian Sanchez is a financial advisor at Edward Jones in Brighton, Colorado, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked for Charles Schwab for 20 years and Ameriprise for 2 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsey Youngblood is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following roles at Agility Communication Group and Global Data Technology. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and risk management techniques.