Samantha Seeley is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has been associated with Cetera and related entities since 2020. Outside of her advisory role, she is also a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment programs and portfolio management services through a large network of independent advisors.

Joel Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has previously worked at Securities America Advisors and Securities America Inc. for 14 years. Nelson owns South Platte Agency, Inc., a property and casualty insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Isaiah St Peter is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he pursues oil painting as a hobby and sells originals and prints. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

David Salcedo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Valor Tactical Innovation, Sunbelt Solomon, and Capco Inc. Outside of advising, Salcedo holds a Certified Welding Inspector certificate and plans to maintain this credential as a potential income source in retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Ty Withee is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Shaw Construction, LLC for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Tobias King is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 17 years of industry experience. He has been with Raymond James since 2009 and has also served as a music director and conductor with the Montrose Community Band since 2008. Outside of his financial advisory role, King is active as a freelance musician playing saxophone and other woodwind instruments with several groups in Western Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through its affiliation with a municipal advisor.

Toni Hanna is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at Raymond James and affiliated firms since 2003. Outside of her advisory role, she volunteers on the finance and parish council for Sacred Heart Church in Paonia, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports advanced tools and advisory programs across a large network of advisors.

Mitchell Bramlage is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 12 years at Walgreens. Outside of his advisory role, he has been involved in an oil residue operating activity based in Houston, TX. 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 through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

Callene Norell is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Outside of advising, she is a co-owner of H Bar X Trucking, a transportation business based in Delta, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Jennifer Cross is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was involved with The Real Estate Store and owns Centaur Business Solutions, a marketing and consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Amethyst Roth is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Capital Financial Services, Inc. Roth is the owner of Roth Family Wealth Management LLC and also holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Renae Coffman is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes a 12-year tenure at Edward Jones and she has managed her own entity, Renae Coffman Wealth Management Group, LLC, since 2020. Outside of finance, she is involved in horse training and sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management.

Dylan Bramlage is a financial advisor at Edward Jones in Delta, Colorado, holding a Series 66 license with one year of industry experience. His prior roles include positions at Vectra Bank Colorado and High Noon Solar, along with experience in education at Colorado Mesa University and Fruita Monument High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.

Kimberly Fox is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 1997, including a role at Bank of America since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Laurie Montagne is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has seven years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and is also involved with W Church Financial. In addition to her advisory role, she has held positions at businesses including Custom Homes and More and Glass Doctor. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.