Ronald Phillips is a financial advisor at Century Investments in Pueblo, Colorado, with 25 years of industry experience. He holds the Series 66 designation and has worked at Evergrowth Holdings, Inc. and Century Securities Associates, Inc. Prior to his current role, he was involved with Evergrowth Media, LLC, where he publishes a monthly paper. Century Investments primarily manages pooled investment vehicles and institutional assets, offering non-discretionary asset management alongside financial planning and consulting services. The firm’s investment approach integrates fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, employing methods such as covered-call option overlays with client approval.

Jeffrey Mathies is a Series 65 licensed financial advisor with Mathies Financial Partners in Pueblo, CO, where he has worked since 2008. He has 17 years of industry experience and also operates an independent insurance agency. Outside of finance, he manages Grumpy's Tractor Service, an irrigation design and field cultivation business. Mathies Financial Partners provides comprehensive and modular financial planning services primarily to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier investment strategies, working with third-party money managers for portfolio implementation and managing approximately $75 million in client assets.

Stephen Foltz is a financial advisor with Mathies Financial Partners in Pueblo, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC since 2010. Mathies Financial Partners provides comprehensive and modular financial planning, consultations, and insurance products to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and an efficient-frontier approach, working with third-party money managers for portfolio implementation while conducting annual plan reviews and ongoing client communication.

Caleb Moore is a financial advisor at Mathies Financial Partners with a Series 65 designation and four years of industry experience. Before joining Mathies Financial Partners in 2021, he worked at Big R and Symmetry Financial and spent over two decades with the Colorado Department of Corrections. He is also an independent insurance agent, selling insurance products locally. Mathies Financial Partners offers comprehensive and modular financial planning services, serving individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier strategies, recommending third-party money managers for discretionary trading while conducting ongoing plan reviews and client communication.

Joseph Leal is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Geneos since 2014 and operates Colorado Financial Strategies Group, a DBA business, alongside his advisory role. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a range of investment strategies including fundamental, technical, and tactical asset allocation.

Chad Heberly is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at Ameriprise and Stifel Nicolaus. Heberly is involved in several community organizations in Pueblo, Colorado, serving as treasurer of the Pueblo Economic Development Foundation and holding finance-related positions with local nonprofits and commissions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by risk analysis tools and multiple methods of portfolio analysis.

Larry Henderson is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at both Gradient Advisors since 2016 and Allied Wealth Advisors since 2010. In addition to his advisory role, he owns an independent insurance agency under Allied Wealth Advisors that sells life, health, and fixed annuity products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates various analytical tools to guide portfolio work.

Joel George is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Gradient Advisors since 2022 and also has roles with Allied Wealth Financial Group and the University of Colorado at Colorado Springs. Outside of his advisory work, he is involved in insurance services and advisory roles through Allied Wealth Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model with client approval required for transactions, and employs fundamental, technical, and cyclical analysis in its portfolio management.

Albert Naticchioni Jr. is a financial advisor at Gradient Advisors, LLC with 26 years of industry experience. He has held roles at multiple firms including Metro North Financial Services and Oliver Financial Group. He serves on the finance oversight committee of ARC of Colorado. Gradient Advisors provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc. in Pueblo, Colorado, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2014. Kearse serves as a director for the nonprofit Eternally Faithful Stewards in a volunteer capacity. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports both discretionary and non-discretionary client arrangements.

Gavin Compton is a financial advisor with Geneos Wealth Management, Inc. in Monument, Colorado, holding a Series 66 credential and nine years of industry experience. He has worked at Geneos Wealth Management and Colorado Financial Strategies Group since 2019, and previously at FSC Securities Corp and James F. Poole and Associates. Outside of his advisory role, he works as a maintenance assistant at Desert Hawk Golf Course. Geneos Wealth Management serves a wide range of clients including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with discretionary trading authority for most client accounts.

Joshua Wilcoxson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Farther since 2025. He spent 15 years at Commonwealth Financial Network prior to joining Farther. Wilcoxson is a co-owner of Wilcoxson Wealth Management, LLC, an entity involved in the securities business and investment property ownership. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Toby Potterton is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with 11 years of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Atlas Private Wealth Management, LLC from 2015 to 2024. Outside of his advisory role, he has occasionally assisted with real estate sales on a consultative basis as an independent contractor. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brittney Whatley is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at T. Rowe Price for 11 years. She has been with Empower Financial since 2022 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Martha Wilcoxson is a CFP® professional with 31 years of industry experience. She currently serves as a financial advisor at Farther and previously worked at Commonwealth Financial Network for 25 years. In addition to her advisory role, she is a professor of Business Ethics at Colorado State University, Pueblo. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Felipe Garcia Jr. is a financial advisor with Principal Financial Services in Pueblo, CO, holding the ChFC® designation and Series 63 license. He has three years of industry experience, with prior roles at New York Life Insurance Company, NYLIFE Securities LLC, and Crump Insurance. Outside of his advisory work, he serves as treasurer of the Broadway Theatre League of Pueblo, leads the ambassador team for the Pueblo Latino Chamber of Commerce, and is a board member of the Pueblo Hispanic Education Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Franco is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including 19 years at Ameriprise Financial Services, Inc., and has been with Osaic and affiliated entities since 2024. Outside of his advising activities, he is an author and markets his own book. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing various program models and third-party platforms to deliver customized portfolio management.

Christina Nolan is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at T. Rowe Price, Modern Woodmen of America, and Ayers Insurance Agency/State Farm. Prior to her financial services career, she was employed by the City of Colorado Springs Fire Department. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Roger Esquibel is a financial advisor with Ameriprise in Pueblo, Colorado, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2022. Outside of his advisory role, he owns a consulting business called RE Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning with customized recommendation reports and ongoing advice based on proprietary research and algorithmic tools.

Sean Westbrook is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following ten years at FSC Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Hensley is a financial advisor with Ameriprise in Pueblo, CO, holding a Series 66 credential and 20 years of industry experience. He has worked with Ameriprise and its affiliate since 2013. Outside of his advisory role, he has involvement in real estate ownership unrelated to investments. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Carol Passig is a Series 66-licensed financial advisor with Thrivent Investment Management in Pueblo, Colorado. She has 19 years of industry experience and has been with Thrivent and its affiliated firm since 2006. Outside of her advisory role, she holds a presidential position at Trasta Data Systems, a family-run S-corp unrelated to investment activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without implementing them directly. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Maria Hughes is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 20 years of experience in the industry. Maria has worked at Raymond James since 2015 and is also associated with Security Service Federal Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a fact-finding and risk-profiling approach to provide tailored, non-discretionary planning and supports its advisory services with technology and analytical tools.

Corinne Koehler is a financial advisor with LPL Financial in Pueblo, Colorado, holding the CFP® designation and Series 63 and 65 licenses. She has 44 years of industry experience, having previously worked at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Koehler serves as a board member of the Pueblo Conservancy District and is involved with the Dennis P & Corinne A Koehler Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Croy is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2017. Outside of his advisory role, he serves on the CSU-Pueblo Foundation committee and the Next Gen Council board, both organizations that provide financial and social support to Colorado State University-Pueblo. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through various advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Derrick Sartor is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation. Prior to joining RBC, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Derrick’s background also includes six years at Wagner Equipment Co. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management.

Jennelle Chorak is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2015. Outside of her advisory role, she is associated with Security Service Investment Group, where she assists clients and members in managing and selecting investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports advisory programs with specialized services such as municipal and public-finance work.

Ryan Kennedy is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association for six years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and other services intended to support client decision-making, with clients generally retaining discretion over implementation.

Stefan Titeica is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2022, he worked in various roles including at Verizon Wireless and ADT Securities. Outside of finance, he operates a collectibles business called Collect-A-Billion, dealing in items such as Lego sets, trading cards, and comic books through online platforms. Charles Schwab & Co., Inc. serves a large client base with a focus on high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary portfolios and alternative investments through an integrated wealth management platform.

Donald Storm is a CFP® professional with 17 years of experience in the financial industry. He is currently with Edward Jones, where he has worked since 2017, and previously held positions at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and U.S. Bancorp Investments, Inc. He has also worked at Edward Jones earlier in his career from 2008 to 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a nationwide network of thousands of financial advisors and branch offices.

Franklin Payne is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with various insurance carriers and Waddell & Reed, Inc. since 1996 and has been with LPL Financial since 2021. Payne is also involved as an insurance agent for non-variable insurance products in Pueblo, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services implemented through a wide range of strategies and supported by advanced operational tools.

Desiree Avina is a financial advisor with RBC Capital Markets in Pueblo, CO, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory role, she works as a paper carrier for the local newspaper, the Pueblo Chieftain, dedicating several hours weekly during non-trading hours. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs, combining in-house and third-party investment management to tailor strategies according to each client’s risk profile.

Le Roy Sandoval Jr. is a Series 66-registered financial advisor at Stifel with one year of industry experience. His prior roles include positions at Colorado State University Pueblo, the Housing Authority of the City of Pueblo, Valic Financial Advisors, and Pueblo Community College. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jerilee Larrinaga is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at City National Bank and RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers with options for tax management and responsible investing.

Chrystina Smith is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Gump & McHugh Asset Management and Colorado State University Pueblo STEM programs. Equitable Advisors serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm employs a model-based approach that includes third-party asset managers and provides ERISA fiduciary services to qualified plans.

Damien Ruybal is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Outside of his advisory role, he works as a basketball referee. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools across a range of account types and investment strategies.

Janet Fieldman is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. She is involved in her local community through the Greater Pueblo Chamber of Commerce and the Pueblo Downtown Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has had a long tenure at Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and modeling techniques, while offering both direct and employer-based financial planning services.

Bonnie Zupancic is a Series 66-licensed financial advisor with 25 years of industry experience, currently with LPL Financial since 2020. Her prior roles include positions at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of advisory work, she is a commissioned notary in Pueblo, Colorado. 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 financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Mark Byavu Ngoga is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Investment Management, Trane Technologies, State of Grace Counseling Center, and T Rowe Price. He also has experience working and teaching at Colorado State University - Pueblo. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Icabone is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Securities America Advisors, First Allied Advisory Services, UBS Financial Services, and Piper Sandler & Co. He also maintains a separate business entity, Icabone and Associates, for tax and investment purposes. 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 supports a range of advisory and brokerage services delivered through a large network of investment adviser representatives using a variety of investment strategies and operational tools.

Mark Kennedy is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as President of the Silver Creek Lakes HOA and as Secretary of the St. Charles River Estates Property Owners Association in Pueblo, Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Alexis Lopez is a Series 66-licensed financial advisor at Stifel with 16 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2022, Alexis worked for Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jordan Lussier is a financial advisor with Edward Jones in Pueblo, Colorado, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Bank NA from 2014 to 2018 and briefly at Jose Carlos Concrete LLC in 2018. Outside of his advisory role, Lussier has experience coaching at Canon City High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Ryan Griego is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Regis Dahl is a financial advisor with Ameriprise in Pueblo, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in mortgage services and construction, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

David Tye is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Affiliates since 2001. In addition to advisory services, he is involved in sales of home security and automation products through affiliated non-investment business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets.

Thaddeus Dahl is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at Fidelity Brokerage Services LLC and American Income Life. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, often delegating management to sub-advisers while maintaining oversight.

Crystal Jaramillo is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC for seven years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.