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Adam C

Series 66

Hotchkiss, CO

Arax Advisory Partners

Adam Camacho is a financial advisor at Arax Advisory Partners with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Equitable Advisors, Avera Capital Wealth Management, Cedrus LLC, and SRS Capital Advisors. Outside of his advisory work, he volunteers with the Fellowship of Christian Athletes and serves as treasurer for a local community organization in Hotchkiss, Colorado. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation, with a range of compensation structures including performance-based fees and carried interest.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Samantha S

Series 66

Delta, CO

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joel N

CFP®, Series 63, Series 65

Delta, CO

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Isaiah S

Series 66

Delta, CO

Edward Jones

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.

General retirement planning Retired Founder/Business Owner Executive
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David S

Series 66

Delta, CO

Edward Jones

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.

General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
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Ty W

Series 66

Delta, CO

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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Gary S

Series 63, Series 66, Series 65

Cedaredge, CO

LPL Financial

Gary Schwartz is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior experience includes roles at BMO Bank, Bank of the West, Thrivent Financial, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with a focus on both discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tobias K

CFP®, Series 66

Delta, CO

Raymond James Financial

Tobias King is a CFP® with 17 years of experience at Raymond James Financial Services Advisors, Inc. He has served as a branch manager and owner of King Wealth Solutions, LLC. Outside of his advisory work, he is active as a freelance musician and serves as a music director and conductor for community music groups in Western Colorado. 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 investors. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Toni H

Series 66

Delta, CO

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mitchell B

Series 66

Delta, CO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Beth F

Series 63, Series 65

Austin, CO

OSAIC

Beth French is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, Inc., serving in various roles over a combined 10-year period. Outside of her advisory work, she plays piano for the Presbyterian Church of Delta and provides notary services to clients and family members. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple platforms, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and supports both proprietary and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Callene N

Series 66

Delta, CO

Edward Jones

Callene Norell is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 credential and seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Ariat International for two years. Outside of her advisory role, she is a co-owner of H Bar X Trucking, a transportation business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branches.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jennifer C

Series 66

Delta, CO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amethyst R

Series 66

Delta, CO

LPL Financial

Amethyst Roth is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and Capital Financial Services, and has a background that includes a non-investment role at Lyft. In addition to her advisory work, Roth owns Roth Family Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by its research and technology tools, serving a broad network of investment adviser representatives nationwide.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Renae C

Series 66

Delta, CO

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dylan B

Series 66

Delta, CO

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kimberly F

Series 66

Delta, CO

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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