Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.

Ryan Parson is a CFP® and ChFC® with eight years of industry experience. He is currently a financial advisor at Sunlight Peaks Financial Partners, LLC and has also been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory work, Parson is involved in several business management and real estate ventures, including ownership roles in multiple limited liability companies focused on business management, real estate transactions, and transportation. Sunlight Peaks Financial Partners provides comprehensive financial planning through a Virtual Family Office, offering non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes a buy-and-hold strategic asset allocation approach with a focus on private equity and alternative investments, operating without discretionary trading authority or traditional asset-under-management fees.

Daniel Mc Caslin is a CFP® professional with five years of industry experience. He currently works at Evolution Vision Wealth Management, where he has been since 2026. Prior to that, he spent five years at TNL Asset Management, operating as Snowball Wealth Management, and fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses both fundamental and technical analysis to construct tailored portfolios that include stocks, bonds, mutual funds, ETFs, and other securities.

Lindsey Falduto is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 14 years of industry experience. She has worked at Empower Advisory Group since 2026 and is also involved with several performing arts organizations, including Starkey Productions, Boogie Machine INC, Ignite Theatre-LUCAT Performing Arts, and Performance Now Theatre Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms.

Donald Click is a CFP® professional affiliated with Commonwealth Financial Network, with 44 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2000 and owns DM Management, Inc., a holding company for sports tickets. Additionally, he manages mineral rights leasing and operates a fixed insurance sales business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive advisory and custody services.

Timothy Rahmeier is a CFP® professional affiliated with Commonwealth Financial Network, with 21 years of industry experience. He has been with Commonwealth Financial Network since 2005 and previously worked at Resource Financial Planning Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Cova is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Glenwood Springs, CO. He has nine years of industry experience, including roles at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of financial advising, he coaches and provides private training classes at Defiance Strength and Conditioning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed and subadvised investment models.

Albert Lacher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 52 years of industry experience. He has worked at William Blair & Company, L.L.C. since 1973 and William Blair International, Limited since 1999. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Stephen Fisher is a CFP® professional with 32 years of experience in financial advising at Money Concepts Capital Corp. He has been with the firm since 1994 and also serves as president and owner of NCM, Inc., a consulting business related to record keeping and family matters. Additionally, he holds management roles with Coker Royalties LLC. Money Concepts Capital Corp operates as an enterprise-scale advisory firm serving a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs and utilizes third-party managers and platforms such as Envestnet for support.

Greg Guardiano is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a math instructor at Colorado Mountain College since 2011. Outside of his advisory role, Guardiano works as a canoe trip guide and performs magic shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Andrew Karlinski is a CFP® with over 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and AK Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party manager programs.

Robert Firth is a Private Wealth Advisor with Merrill Private Wealth Management. He leads Team RJF, a wealth management group, where he advises clients through significant financial crossroads. Robert works with entrepreneurs, executives, and family offices, focusing on portfolio strategy, macro-economic analysis, asset allocation, structured products analysis, and estate planning services. Robert has been in financial services since 1995. Before joining Merrill in 2008, he was National Sales Manager for Neuberger Berman and began his career with Sanford C. Bernstein. He also owned and operated a technology firm, providing hands-on experience with business ownership challenges and opportunities. He applies this knowledge to develop practical strategies for business owners and executives. He holds a B.A. in Economics from Stanford University and an M.B.A. from Duke University. Robert has earned the Certified Private Wealth Advisor designation and is a qualified Portfolio Manager. He has participated in over 200 business sale transactions and remains connected with many long-term clients. Robert is a former board member of the Lamplighter School in Dallas and, in his free time, enjoys golfing, hiking, and traveling.

Zachary Meissner is a financial advisor with OSAIC, holding CFP® and ChFC® designations and the Series 66 license, with 18 years of industry experience. He has worked at Pacific Capital Resource Group since 2008 and has been with OSAIC since 2020. Outside of advisory roles, he serves as Treasurer on the Board of Trustees for the Mariner's Cove Beach Club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Scott Bolitho is a financial advisor with Cetera, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Cetera and its related entities since 2013 and has a long career that includes roles at Travelers Insurance Group and Glenwood Insurance Agency. Outside of his advisory work, Bolitho serves as a board member for the Glenwood Springs Golf Club and the Garfield RE2 School Board, and he is a director of the Glenwood Hot Springs Lodge & Pool. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers.

Daniel Snow is a financial advisor at Edward Jones in New Castle, Colorado, with three years of industry experience. He holds a Series 66 designation and previously worked for eight years at Bloedorn Lumber before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Levi Fetterhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MMA Securities, Maui Classic Charters, Transamerica Investors Securities Corporation, Janus Capital Management, and Suehiro. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Walter Fortney IV is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining UBS in 2021, he worked at Morgan Stanley across several affiliated entities from 2012 to 2021. Outside of his advisory role, he is a co-owner of private investment entities focused on real estate and energy in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading and capital markets services.

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Brian Thomas is a financial advisor with Edward Jones in Carbondale, CO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Figlio, The Ohio State University, Aspen Snowmass Skiing Company, and the University of Dayton. Outside of finance, he has worked as a snowmobile driver at the X Games in Aspen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Barry Smith Jr. is a financial advisor at Merrill with 36 years of industry experience. He has been with Merrill since 1997 and also maintains a role at Bank of America, NA since 2009. His credentials include the Series 63 and Series 65 designations. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America and related affiliates to support a comprehensive range of financial and capital markets services.

Savannah Kellogg is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previous work experience that includes positions at CorePower Yoga and the University of Denver. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Danielle Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has a background working with Lighthouse Financial, Angel Fund, Wealth by Design, and TRT Partnership. Outside of her advisory role, Howard is involved in public speaking and facilitation, serves as an author, and holds leadership positions with Habitat for Humanity—Roaring Fork Valley and Savvy Ladies LLC, a women’s financial coaching organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment implementation strategies through multiple platforms and maintains proprietary model strategies alongside access to unaffiliated strategists.

Daniel Chaput is a financial advisor with LPL Financial in Basalt, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Edward Jones and Fidelity in various advisory capacities. He is also involved in real estate activities, specifically writing lease agreements and handling tax reporting. 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 broad network of over 22,800 advisors.

Jonah Kelley is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Aspen Skiing Company and Vail Resorts. 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 strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

David Finby is a Wealth Management Advisor and partner at The CBC Group, associated with Merrill Lynch Wealth Management since 1995. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His client focus areas include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and investment consulting for defined contribution plans. David's background includes a double major in Accounting and Finance from the University of South Carolina. He began his professional career in the audit division of Arthur Young (now Ernst & Young) and later served as a divisional controller for several companies in the southeastern United States. He has been recognized on the Financial Times Top 401 Retirement Advisors list in 2017 and 2018. David does not provide tax or legal advice in his current role. He is active in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David was born and raised in Parsippany, New Jersey. He is married to his wife Sherry and has three children. In his spare time, he enjoys working out and spending time with his family.

Jack Willis is a financial advisor at Edward Jones in Glenwood Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including as a driver for File Finders LTD and a food service server at Aspen Glen Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and fiduciary services supported by a national network of more than 23,000 financial advisors.

Rodney Naylor is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. He serves as a board member of the Penrose Plaza Unit Owner's Association in Glenwood Springs, Colorado. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing 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 inform asset allocation and planning analyses.

Hollis Kelley Jr. is a financial advisor with Edward Jones in Glenwood Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its large advisor and branch network, affiliated mutual funds, and a fiduciary standard of service.

Austin Hamilton is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Donald Tapp Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Avantax Advisory Services and Avantax Investment Services, and he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and business consulting services. He is involved with Northwestern Colorado Youth for Christ, assisting with financial and tax reporting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated managers with various program structures and investment strategies.

Deborah Birch is a CFP® with 26 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2020. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of her advisory work, she is involved with Roaring Fork Financial Services, a firm providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment models and platform arrangements.

Colleen Walsh is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a 12-year tenure at Edward Jones. Walsh is the owner of DoubleDiamond Financial Services, a support company based in Basalt, 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical tools to guide client decisions.

Breanna Mccallum is a CFP®-credentialed financial advisor with Stifel Nicolaus & Co Inc, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she serves as Board Chair of the Glenwood Springs Chamber Resort Association and holds board positions with the Garfield County Library Foundation and the Our School Nursery and Preschool Parent Advisory Group. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Detterick is a financial advisor with Morgan Stanley in Carbondale, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Detterick serves on the investment committee overseeing the endowment for the Colorado State University Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and services, including planning tools that incorporate Monte Carlo simulations and secular return estimates.

Molly Mc Mahon is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Strategic Wealth Design, Cambridge Investment Research Inc., and Wealth By Design. Outside of her advisory role, she is a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing various portfolio management strategies tailored to client objectives.

Neil Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Roaring Fork Club, a sport and leisure facility, and is involved with the Roaring Fork Club Water & Sewer Company, which serves the private club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice based on proprietary research and model-based asset allocations.

Frances Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 17 years at UBS. Outside of her advisory role, she serves as a substitute group fitness instructor and is involved with the Johnson County Kansas Republican Party, where she advocates for voter registration and informed voting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Margaret Corcillo is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2023, she worked at Endurance Wealth Management, Inc. for nine years and at Corcapital for four years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Martindale is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons. 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 portfolio programs, third-party asset management, and institutional platforms.

Amy Allred Fetterhoff is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in Glenwood Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. 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 advisory strategies under a fiduciary standard.

Erika Corbin is a financial advisor with Edward Jones in Carbondale, Colorado, holding the Series 65 and Series 66 credentials and having 10 years of industry experience. Prior to joining Edward Jones in 2025, she worked at Intuit and operated a tax preparation practice, ETC Tax Services LLC, which closed in 2025. Erika also works as a banquet bartender at Viewline Resort and holds investment interests through OurCrowd. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm’s large nationwide footprint includes thousands of advisors and branches, offering integrated services such as trust solutions and securities-based lending.