Eric Davis is a CFP® and Series 65 designated financial advisor with 10 years of industry experience. He currently operates Lucid Financial Planning, an independent firm he founded in 2026. Prior to this, Mr. Davis worked for BSW Wealth Partners for 11 years. Since 2023, he has served on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals business. Lucid Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth clients, offering both written plans and ongoing advice. The firm utilizes fundamental analysis, modern portfolio theory, and a mix of passive and active investments, with options for discretionary management and third-party manager recommendations.

John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously operated his own advisory firm, Gaffney Capital Management. In addition to his advisory work, he has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. Gulfstream Capital serves affluent families, high-net-worth individuals, businesses, and endowments by providing asset management, financial planning, family-office, and Personal CFO services. The firm uses a team-driven fundamental and quantitative approach to create diversified asset allocations tailored to clients’ specific goals and risk tolerances, and it sponsors multiple private pooled investment vehicles.

Amy Hamasaki is a CFP® with eight years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, Block Advisors, and Dolphin Advisors. Equita Financial Network, Inc. is an SEC-registered firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management supported by sub-advisers and tools from the Schwab Managed Account Marketplace.

Jordan Matola is a financial advisor with Prospera Financial Services, Inc. in Fraser, Colorado, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors, J.P. Morgan Securities, and Ameriprise. Outside of his advisory career, he has an ownership interest in Brand Results, LLC, a marketing business specializing in car cleaning products. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in assets, serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, utilizing both discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, Hartman worked at American Portfolios Financial Services and Nuveen Asset Management. Outside of finance, he has experience working with TaskRabbit and has a background that includes roles at The Vanguard Group and Catawba College. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms for portfolio management.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jay Krause is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at RMB Capital Management and J.P. Morgan Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary guidance and third-party platforms.

Erin Larney Themig is a CFP® with 23 years of industry experience, currently advising clients at Commonwealth Financial Network. She has held multiple roles at Commonwealth Financial Network since 2005, with a brief tenure at LPL Financial from 2007 to 2009, and also works with Azimuth Wealth Management since 2017. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience and has been with Osaic since 2024. Outside of advisory work, he serves as a board member for the Winter Park Ranch Water Department and holds guest services and hospitality roles at Winter Park Resort. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.

Joseph Smith is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Citizens Bank, McAdam LLC, Purshe Kaplan Sterling Investments, and Live Nation. Outside of his advisory role, he volunteers as a team leader for Head Count, a non-partisan organization that uses music events to register voters and encourage democratic participation. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Jeffrey Mizner is a CFP® professional with 27 years of experience at Edward Jones, where he has worked since 1999. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Serenity @ ELW, a limited liability company in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at UBS Financial Services and OFI Private Investments Inc, as well as earlier positions within Wells Fargo Clearing. He owns Crystal Creek Wealth Management LLC, an investment-related business in Monument, Colorado, and serves as trustee for Crystal Creek Wealth Management’s 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of financial planning services using proprietary research and planning tools, with flexible implementation options through brokerage or advisory programs tailored to client needs.

Martin Nee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Rymniak is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 license and previously worked at Raymond James & Associates, Inc. and DoorDash. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a blend of manager-traded and model-traded strategies, and reported approximately $394 billion in assets under management as of December 31, 2025.

Tod Potter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.

Hannah Raynes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at Trilogy Capital, Inc. and National Planning Corporation. Outside of her advisory role, she directs the school play for Gilpin County Schools. 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 and access to third-party asset management, with advice delivered primarily through a large network of investment adviser representatives.