Craig Stavely is a financial advisor at Trinity Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and MassMutual. Outside of his advisory role, he serves as Head of Financial Planning at Hathaway College Funding, focusing on college savings education. Trinity Wealth Partners advises individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines tailored strategies based on detailed financial plans with portfolio management incorporating strategic allocation and individual equity positions.

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.

Dana Richman is a financial advisor with TIAA-CREF who holds Series 66 and Series 63 licenses and has 11 years of industry experience. He has worked with TIAA-CREF since 2013. Outside of his advisory role, Richman is involved with The Dog House Animal Shelter, a nonprofit focused on rescuing dogs and cats from euthanasia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm provides both model-based and customized portfolio management and serves as adviser to a donor-advised fund within a vertically integrated structure.

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 with Primerica Advisors in Aurora, CO, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has worked with Primerica Advisors since 2016 and has prior experience at Dunn Brothers Coffee. In addition to her advisory role, she earns compensation related to loan product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

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 credentials and five years of industry experience. He has prior work experience at Ameristar casino and has been associated with Primerica Financial Services since 2011. Outside of advising, he is a member of the Rotary Club of Lakewood Foothills and also engages in various non-investment-related activities, including driving for Lyft and involvement with other local businesses. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-based investment strategies. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical portfolio models supported by third-party asset managers.

Mark Dietz is a CFP® professional with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. Prior to this, he spent two years with Signator Investors, Inc. He is also involved with Dietz Capital Management Inc. as its president. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple custody platforms and proprietary as well as third-party model solutions.

Darius Releford is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Security Bank Trust & Co. Outside of finance, he coaches track and field for 6th-12th grade students at Kent Denver School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

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.

Chase Baumgartner is a financial advisor with Merrill in Aurora, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at MADSKY and Enterprise Holdings. Outside of finance, he is an independent musician. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and institutional investors using model-based and discretionary investment strategies developed by internal and third-party managers.

Stanley Brown is a financial advisor with Primerica Advisors in Aurora, Colorado, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience with Spectrum and Comcast. Outside of his advisory role, Brown is a certified kinship foster parent and volunteers as a coach with Just4Veterans. 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 offers advisory services through model-delivery strategies managed by unaffiliated asset managers and provides a range of strategic, tactical, tax-managed, and income-distribution investment models.

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 with Raymond James Financial Services Advisors, Inc. in Aurora, CO, holding Series 65 and Series 63 credentials with four years of industry experience. His background includes roles at Charles Schwab & Co., Inc. and Security Service Federal Credit Union. He is also associated with BDA Security Service Investment Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting and supports its clients through various advisory programs and institutional consulting services.

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 who holds Series 63, 65, and 66 credentials and has 24 years of industry experience. He has worked at Cetera Investment Advisors LLC since 2019, with prior experience at FIT Asset Management and Voya Financial Advisors, among others. Outside of his advisory role, he serves as a USA Hockey referee. Cetera is an SEC-registered adviser supporting a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.

Matthew Carver is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services. Outside of his advisory work, he also works as a rideshare driver in Denver, CO. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services at scale through a large network of advisors utilizing model-driven strategies and external asset managers.