Rolfe Spiegel is a financial advisor at Three Waters Financial in Ignacio, CO, holding a Series 65 designation with four years of industry experience. His prior work includes nearly two decades with the Southern Ute Indian Tribe and ongoing roles at H&R Block and Three Waters Financial since 2021. Three Waters Financial provides tailored financial planning and wealth management services to individuals, small businesses, trusts, and estates. The firm focuses on fundamental security analysis, diversified portfolios, and tax-efficient strategies, managing both discretionary and non-discretionary accounts with a small, personalized client roster.

Derek Levee is a financial advisor with RIA Wealth Advisors, LLC in Durango, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at DFPG Investments LLC, RIA Advisors, and First Allied Advisory Services, among others. He is also involved with Advanced Wealth Strategies, operating under Levee Unlimited, Inc. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm focuses on strategic asset allocation, using passive index funds and ETFs as core holdings complemented by selectively added active funds and global diversification.

Cara Flynt is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Red Mountain Financial Partners since 2019 and previously worked at Linsco/Private Ledger from 2007 to 2019. Outside of her advisory role, she is involved with Houndstooth LLC and Cara Flynt LLC for business and tax purposes. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

Michael Warren is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Red Mountain Financial Partners since 2015 and has also worked with LPL Financial since 2001. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

David Rick is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2003 and has been with Red Mountain Financial Partners since 2021. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-based investment approach supplemented by fundamental, cyclical, and charting methods.

Kristy Visconti is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. She has worked at Edward Jones and Merrill prior to joining Libra Wealth LLC in 2026. Libra Wealth LLC advises individuals, high-net-worth clients, trusts, and estates, providing wealth management, discretionary portfolio management, financial planning, and donor-advised fund administration. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework, using low-cost passive funds alongside select securities tailored to client objectives.

Stephen Weatherby is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Parallel Advisors, LLC since 2023. His prior roles include positions at Autus Asset Management, LLC and Integrated Financial Planning. Parallel Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and offers technology-enabled solutions for tax-efficient rebalancing and held-away account management.

Andrea Crossland is a financial advisor with Primerica Advisors in Durango, CO, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Primerica Advisors since 2022 and has prior experience with Primerica Financial Services beginning in 2000, as well as operating the Crossland Insurance Agency LLC since 2018. Outside of advising, she is involved with Primerica Mortgage and Primerica Client Services, referring home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Ellen Kolks is a Series 66-licensed financial advisor with Cetera, based in Durango, CO, and has two years of industry experience. Prior to joining Cetera, she has been involved in various roles including ownership of Elk Wealth Builders LLC and operating Elle Resells, a business focused on selling used and vintage clothing to reduce clothing waste. She also serves as a board member for the City of Durango. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Przechera is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory role, he has a business entity held for tax and accounting purposes under the name Cambridge Partners Inc. 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, model portfolios, third-party asset management, and institutional platforms.

Jennifer Dufva is a Series 66 licensed financial advisor with Edward Jones, based in Bayfield, Colorado. She has seven years of industry experience, including roles at Edward Jones since 2018 and prior work in healthcare and social services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kevin Krystofiak is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 23 years and Prudential Insurance Company of America for 30 years. Krystofiak volunteers on the fundraising committee at his children's school. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, banks, and charitable entities, primarily using model-driven investment implementations developed by LPL’s Research Department and third-party strategists.

Christopher Wright is a financial advisor at Edward Jones with 20 years of industry experience. He has worked at Edward Jones since 2018 and previously held a management position at State Farm VP Management Corp from 2005 to 2017. Outside of advising, he is involved in a sports card trading business he operates with his son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

John Dugas is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include managing real estate investments through various entities with a passive involvement. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Jason Silva is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. Prior to Raymond James, he worked at Edward Jones for 11 years. Silva is also the owner and CEO of Silva Wealth Management LLC and serves as an agent for Oak Crest Insurance. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

William Deichmann is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages WJLKD LLC, a personal LLC for marketable securities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Eddie Bailey Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 designations and has 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust custody and insurance services.