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, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has previously worked at Voya Financial Advisors, Inc. and Finlit Wealth LLC. Outside of his advisory work, Boling serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Conner Burt is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Key Investment Services, he worked at Charles Schwab and Citizens Bank among other roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage and insurance products. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Wood is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Robinhood Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor count.

Maria Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Titan Global Capital Management, Robinhood Financial, TIAA, ALPS Fund Services, and Transamerica Capital. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent adviser representatives using various investment strategies and fiduciary practices.

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.

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.