Raymond Dahlman III is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He previously worked at DSA Financial Group, Inc. from 2011 to 2025. Dahlman also serves as president of Black Lab Wealth Management, a business associated with LPL Enterprise. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with brokerage and insurance products, leveraging research, model portfolios, and third-party portfolio strategists in its investment approach.

Krista Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009, with a brief period of self-employment in 2020. Brown serves as an advisory board member for a merchant cash advance company. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

Michael Koelzer is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has work history that includes roles at DoorDash Inc and teaching yoga through his sole proprietorship, Mike Koelzer LLC. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Louise Wood is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, bringing 15 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she serves as an English instructor in the Department of Adult and Online Studies at Belhaven University and is involved with the Douglas County Libraries Foundation, supporting its fundraising and community outreach efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

James Gracia is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2019. Prior to this, he worked for nine years at U.S. Bancorp Investments, Inc. based in Colorado Springs, CO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paulette Davis is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Benjamin F. Edwards & Co. She is also a commissioned Colorado Notary. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

James Goudy is a financial advisor with Wells Fargo Clearing in Highlands Ranch, CO. He holds Series 63 and Series 66 designations and has seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Breana King is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. over the course of 12 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kevin Wilday is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at IMI Precision Engineering from 2014 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are supported by a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Kathryn Carabello is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Castle Rock, CO, she provides wealth management services through a firm that serves both individual and institutional clients. Edward Jones is a full-service wealth management firm managing approximately $1.01 trillion in assets, serving over four million clients through a network of roughly 23,701 advisors and 15,121 branches nationwide. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Krueger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously worked at Connecticut Mutual Life Insurance Co. He is also an independent insurance agent and owns Krueger Financial Management Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Alec Manriquez is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes positions at Luso American Financial and involvement with LJ Crafted Wines. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has a distinctive role advising registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Kenneth Martinez is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within various Fidelity entities since 2015, with prior experience at Oil Solutions Group, Inc. and The University of Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Evan Robertson is a financial advisor at Fidelity with ten years of industry experience and a Series 66 credential. He has worked at various Fidelity entities since 2017, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios for retail and institutional investors.

Brayden Vogel is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., along with positions in agricultural administration and hospitality. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advice with access to affiliated discretionary portfolios and alternative investment options.

Tyler Hautamaa is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E2 Optics, Hail Busters LLC, Ski Mats, Whole Foods Market, and the University of Colorado at Boulder. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services. The firm employs a multi-asset model portfolio approach supported by research and due diligence from its Schwab Center for Financial Research.

Jennifer Edwards is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and over 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a limited partner in Timber Lake 647 Association, an investment-related LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to customize client strategies.

Justen Coufal is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Amazon and served 15 years in the United States Air Force Reserve. He also has experience in entrepreneurship through his involvement with Peak View Brewing Company LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Zipler is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Transamerica, CETERA Advisor Networks LLC, United Capital Financial Advisers, Girard Securities, and Scottrade. He has been with Charles Schwab since 2018. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Salena Winter is a financial advisor with Edward Jones in Castle Rock, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary funds.