DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and has previously worked at LPL Financial, Finlit Wealth LLC, and Voya Financial Advisors, Inc. Outside of his advisory role, he serves as a volunteer firefighter in Allenspark, Colorado. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing low-cost, diversified mutual funds and ETFs combined with individual securities and independent managers, applying both fundamental and technical analysis.

Conner Burt is a financial advisor with Key Investment Services LLC in Estes Park, CO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Charles Schwab, Citizens Bank, and KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates with KeyCorp affiliates for model due diligence and other financial services.

Richard Wood is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes positions at Fidelity Investments and Robinhood Financial before joining Empower in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Maria Wood is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Financial, LLC and TIAA-CREF Individual & Institutional Services, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives and offers a range of portfolio management solutions along with retirement plan consulting and fiduciary services.

Derek Vinge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 designation and has worked at Edward Jones since 2016, following seven years at Ameriprise Financial Services, Inc. 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 under management and provides a range of advisory programs and investment solutions through a nationwide network of more than 23,700 advisors.

Maryann Martin is a financial advisor with Primerica Advisors in Estes Park, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Primerica Advisors and its affiliated firms since 2005. Outside of her advisory role, she writes chemistry educational modules for high school and college students. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.

Mark Purdy is a financial advisor at Edward Jones in Estes Park, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at NTI for six years. Outside of his advisory role, Purdy is the owner of Estes Park Venture Group, a consulting business focused on helping start-ups develop sales processes, and serves as Board Chairman of Estes Park Western Heritage, Inc., a nonprofit that supports the Rooftop Rodeo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Patricia Kaplan is a financial advisor at Raymond James Financial with 35 years of industry experience. She has held positions at JPMorgan Chase Bank, JP Morgan Securities, and Merrill prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.

Frank Castro is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Trevor Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His prior roles include time at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Georgia Pacific. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.