Craig Stavely is a CFP® and ChFC® with 16 years of industry experience. He is currently with Trinity Wealth Partners, where he has worked since 2023. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. In addition to his advisory work, Stavely leads financial planning at Hathaway College Funding, assisting clients with college savings strategies. Trinity Wealth Partners advises individual clients, including high-net-worth households, offering comprehensive financial planning alongside discretionary investment management. The firm constructs portfolios with strategic allocations across model portfolios, individual equity positions, and provides ongoing planning with periodic rebalancing and annual reviews.

Jackson Blake is a financial advisor at Trinity Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Florida State University and several other firms. Trinity Wealth Partners serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management. The firm’s approach begins with a financial plan to assess goals, time horizon, and risk tolerance, followed by tailored portfolio strategies that combine individual equity positions and diversified asset classes with regular reviews and rebalancing.

Maxwell Carlson is a financial advisor at Caitlin John, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Plante & Moran, PLLC. Outside of advising, he serves as Vice President of the Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm’s investment programs combine active and passive management across various instruments and also provide consulting on non-traditional and private investments.

Noah Wertheimer is a financial advisor with Realta Investment Advisors, Inc. in Aurora, CO, holding a Series 66 credential and with 20 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 11 years. Outside of advising, he is involved in Medicare and Medigap referrals through separate business activities. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning for individuals, pension plans, and institutional clients. The firm utilizes a goal-based approach with diversified asset allocation and offers various portfolio management options including the NOVA platform and third-party manager programs.

Lance Grothe is a financial advisor with Cetera, holding the CFP® and PFS™ designations along with a Series 66 license. He has 31 years of industry experience, including nearly three decades with Avantax and over 30 years running Grothe Financial Services P.C., where he also serves as president. Outside of his advisory work, Grothe is active in the Bennett/Watkins Lions Club, serving as its president and treasurer, and works as a Presbyterian minister. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management through a nationwide network of independent advisors.

Celeste Guhl is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Prior to her advisory role, she worked at Dunn Brothers Coffee for three years. She also earns compensation from Primerica Mortgage and Primerica Client Services for referrals related to home security and automation products. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Elizabeth Micallef is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been affiliated with Primerica in various capacities since 2003 and is also involved with MELCO and Melcointernational, LLC. Outside of advisory activities, she participates in business related to home security and automation product referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies largely on model-delivery strategies managed by unaffiliated asset managers and provides a range of investment models including recently added options with cryptocurrency ETFs.

Corey Frendberg is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His background includes several years at Ameristar Casino and long-term service with Primerica Financial Services. Outside of financial advising, he is a member of the Rotary Club of Lakewood Foothills and engages in various part-time activities including rideshare and delivery services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Mark Dietz is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. He previously worked with Signator Investors, Inc. and Transamerica Financial Advisors. Dietz is also president of Dietz Capital Management Inc., a separate advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with multiple platform options and proprietary and external model strategies.

Darius Releford is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Aurora, CO, with two years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Edward Jones and First Security Bank Trust & Co. among others. He also serves as a part-time track and field coach for middle and high school students at Kent Denver School. 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 applying an ESG eligibility framework when recommending investment strategies.

Timothy Brown is a ChFC® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in Aurora, CO. Outside of his advisory role, he serves as a board member on the Town of Parker Liquor Licensing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Kim Carver is a financial advisor at Primerica Advisors with 44 years of industry experience. She has been with Primerica Financial Services since 1981 and Primerica Advisors since 1989. In addition to her advisory role, Carver is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Stanley Brown is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Primerica Advisors in 2018, he worked at Spectrum and Comcast. Outside of his advisory role, he serves as a coach for Just4Veterans and is a certified kinship parent involved in foster care. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven investment strategies with discretionary management and custody services provided by third parties.

Andrew Hayden is a financial advisor at Edward Jones in Aurora, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Skyline Display & Design for five years. He serves as secretary for the Willow Trace Metro District in Littleton, CO, where he participates in decisions related to landscaping, snow removal, fencing replacement, and financial matters. 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 wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Rodolfo Rodriguez Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. and Security Service Federal Credit Union. Outside of his advisory role, he is associated with BDA Security Service Investment Group in a non-investment capacity. 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 clients, corporations, and institutional accounts. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

Alexis Schroeder is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, alongside a role at Kay Jewelers where she performs inventory audits and supports store operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Glenda Singleton is a financial advisor at Primerica Advisors in Aurora, Colorado, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and also owns G Singleton MD LLC, which she has operated since 2018. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Regina Tate is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as prior experience in education at Adams 12 Five Star Schools and leadership positions at KoKua Education and Catch A Star Academy. In addition to her advisory work, she is involved in sales of non-investment home-related products through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plans.

Robert Robinette is a financial advisor with Primerica Advisors in Aurora, Colorado, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Primerica Advisors since 2017 and operates his own advisory entity, Robert D Robinette LLC, since 2021. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through Pershing, managing approximately $15.5 billion in assets.

Scott Rivoira is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at FIT Asset Management and Curian Capital. Outside of his advisory work, he serves as a USA Hockey referee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a wide range of program options.

Matthew Carver is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of his advisory work, he also works as a rideshare driver in Denver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies created by unaffiliated asset managers and supports trade execution and custody through established third parties.