Michelle Martinez is a CFP® professional based in Edwards, CO, with 27 years of industry experience. She is the owner and sole advisor at Rise Up Planning, LLC, and has held positions at several firms including Purshe Kaplan Sterling Investments, OSAIC, and Securities America. Martinez also operates Cornerstone Insurance and Financial Group, where she provides financial planning, investment advisory, and insurance services. Rise Up Planning offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, including ERISA plan consulting. The firm employs a generally passive, model-based investment approach grounded in Modern Portfolio Theory, managing portfolios across a range of asset classes with regular account reviews and tax-loss harvesting when appropriate.

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

Brooks Marsted is a financial advisor with BCM Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Kovack Advisors, Inc. and Kovack Securities, Inc. since 2005. BCM Wealth Management provides wealth and portfolio management services primarily to high-net-worth individuals, trusts, and small business retirement accounts. The firm employs fundamental analysis to build portfolios tailored to each client’s objectives and risk tolerance, generally operating on a non-discretionary basis with a focus on individualized portfolio management.

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets, as well as Morgan Stanley. Aberle Investment Management provides fee-only investment management and financial planning to individuals, high-net-worth families, trusts, estates, and certain businesses, focusing on long-term capital preservation and growth. The firm uses a combination of long-term thematic and strategic allocation alongside shorter-term tactical strategies, primarily through no-load mutual funds and ETFs, and offers household-level fee aggregation that may include held-away assets.

Brian Aberle is a CFP® professional with 29 years of industry experience. He is a principal at Aberle Investment Management LLC in Eagle, CO, where he has worked since 2009. Prior to founding the firm, he was associated with Wells Fargo Advisors Financial Network LLC. Aberle Investment Management provides fee-only investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and certain businesses. The firm emphasizes long-term capital preservation and growth through a combination of strategic and tactical portfolio management, using no-load mutual funds, ETFs, and other securities.

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

David Lloyd is a CFP® professional with 25 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2004. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, utilizing a tailored investment approach across defined risk profiles and multiple implementation methods.

Kenneth Armstrong Jr. is a CFP® and ChFC® with 26 years of industry experience. He is currently with Elevate Capital Advisors and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Armstrong is also a member and owner of Elevate Insurance Advisors, LLC, where he is active as an insurance agent. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, and it offers discretionary and non-discretionary portfolio management alongside financial planning services.

Christopher Silversmith is a financial advisor with Elevate Capital Advisors, holding Series 66 and Series 65 licenses and six years of industry experience. He previously worked at LPL Financial LLC and is also the owner of Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. Additionally, he serves as an estate and tax planning consultant for clients through Steeplechase Capital Partners. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including high-net-worth individuals, families, trusts, business entities, and pension plans. The firm employs active management strategies combining fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Jessica Rusnock is a CFP® professional with 10 years of industry experience. She has worked at Verity Investment Partners since 2021 and previously spent five years at CliftonLarsonAllen Wealth Advisors, LLC. Verity Investment Partners provides discretionary investment management, financial planning without separate charges, and negotiated family office consulting. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing portfolios with an emphasis on dividend-paying equities and a combination of fundamental and technical analysis.

William Mako is a financial advisor at Western Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and has ongoing employment as a ski instructor with Vail Resorts. Western Wealth Management LLC serves a diverse clientele including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers a range of portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives.

Dudley Irwin II is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Irwin has worked at Berthel Fisher since 2006 and is also associated with BFC Planning, Inc. Outside of his advisory roles, he serves on the Eagle City School board overseeing city funds and is a member of the Niwot Rotary, a nonprofit service organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers tailored solutions through various platforms, including both discretionary and non-discretionary management, and employs a range of investment strategies suited to client needs.

Tracy Tutag is a CFP® with 24 years of industry experience, currently serving at Western Wealth Management LLC since 2016. She is also affiliated with LPL Financial, where she has worked since 2008. Tracy has a business entity, Tracy Tutag LLC, used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of investment and financial planning services using firm-designed model portfolios alongside various third-party strategies.

David Kurt is a Series 65-licensed financial advisor with BFC PLANNING, Inc. and 1st & Main Investment Advisors, bringing two years of industry experience. Prior to his advisory roles, he worked at US BANK for over two decades. Outside of finance, he has worked in customer service roles including as a ski valet at the Arrowhead Alpine Club and in meal delivery for a local service. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, and pension plans through a large network of approximately 200 advisors. The firm provides financial planning and portfolio management services using various platform arrangements and emphasizes a range of investment strategies while excluding futures, hedge funds, and digital assets.

Fraser Horn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Berthel Fisher since 2005 and concurrently involved with BFC Planning, Inc. since 2016. Outside of advisory work, he serves as president of the Eagle Valley Family Assistance Fund, which provides loans to individuals who typically do not qualify for conventional lending, and he is also the treasurer of the Edwards Rotary Club. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Stuart Green is a CFP® and registered advisor with Western Wealth Management LLC, where he has worked for 10 years. He has 16 years of industry experience, including a background at LPL Financial. Western Wealth Management is a decentralized firm serving individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm combines model portfolios, third-party managers, and a wide range of investment strategies with annual account reviews to support its comprehensive portfolio and financial planning services.

Kathryn Lizotte is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. She is currently with Western Wealth Management LLC and has held prior roles at GPS Wealth Strategies Group, LPL Financial, TCAdvisors Network, and Trust Company of America. Outside of her advisory work, she is involved with West of Wall Street, Inc., a business entity unrelated to investment advisory services. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside third-party strategies and multiple custodial platforms.

Christina De Witt is a financial advisor at &Partners with over 21 years of industry experience. She holds the CFP® and ChFC® designations and previously worked for Edward Jones for 20 years. Outside of her advisory role, she serves as treasurer of the Mountain Vista Real Estate Investor Group in Edwards, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and other advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts through both in-house and third-party portfolio strategies.

Bryan Hickel is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, and Castle Pines Investment Management LLC. He is based in Edwards, Colorado. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregg Cohen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he worked at LWS Wealth Advisors, Inc. and LWS Wealth Advisors of Colorado, Inc., where he spent a combined 11 years. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation across various strategies using both in-house and third-party managers and offers additional services such as trust administration and insurance through affiliated entities.

Benjamin Buhrow is a Series 65-licensed financial advisor with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Empower Financial Services, Vail Resorts, Destination Residences at Vail, East West, Anb Bank, and First Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Lisa Wright is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services since 2005, as well as Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Jeanne Schneiderman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jessica Steinmetz is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Skywest Airlines and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Jeffrey Goldsmith is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, he has worked as a Mountain Ambassador providing guest services for Vail Resorts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Robert Welsh is a CFP® with 12 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Avantax and Transamerica Financial Advisors, and maintains several part-time tax preparation and accounting roles through his own practice and partnerships. Outside of financial advising, he serves as treasurer for Eagle Community Gardens and a local professional center condo association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Steven Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the B'nai Vail Congregation in Vail, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Michael Norvell is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. Outside of his advisory role, he is working on authoring a book about road biking in the Vail Valley, compiling detailed training data on distance, elevation, and gradient. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and providing options for tax management and responsible investing.

Gregory Oquin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. His prior career includes long tenures at FSC Securities, PVIC, and Southern Financial Services. Outside of advising, he is an author of both nonfiction and fiction books. 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 services including financial planning, portfolio management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and supported by technology tools.

Grant Mckay is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He is also a passive investor in a startup firm through HSM Wealth Partners LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Leonard Schneiderman is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide array of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Paul Girard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with wealth management, retirement planning, and wealth transfer since 1985. Paul's practice focuses on developing personalized plans and helping clients manage cash flow during retirement. At Merrill Lynch Wealth Management, Paul employs a comprehensive Goals-Based Wealth Management approach. He works with high-net-worth clients to identify and prioritize their personal financial goals, including college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Leveraging the global resources available, he addresses complex planning needs such as funding education, ensuring retirement income sustainability, managing potential healthcare costs, and preserving wealth. Paul holds a Bachelor's Degree from Drake University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved in his community as a board member of the Willowmere Farmington HOA.

Samuel Blethen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Quietkat Inc for five years and was contracted by eOutdoors. Outside of advising, he owns a rental property in Avon, Colorado, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Kenneth Nager is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Cetera Wealth Services, LPL Financial, and Cadaret, Grant & Co., Inc. Outside of advising, he is involved in several creative ventures including ownership roles at Resort Books LLC and Treehouse Creations, and works part-time as a bartender at The Hythe Vail Resort and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary options, operating a multi-manager approach that includes affiliated and third-party managers.

Taylor Paules is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has held positions at Robert W. Baird since 2020 and previously worked at TIAA-CREF from 2016 to 2020. Paules holds Series 63 and Series 66 licenses and is based in Eagle, Colorado. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by in-house investment research and a blend of manager-traded and model-traded strategies.

Maria Martinez is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she worked in the tourism and recreation sectors, including positions at Vail Resorts and Mountain Recreation. Outside of her advisory work, she provides snowboarding lessons to children and teaches group fitness classes, in addition to operating a photography business focused on family and event services in Eagle County and the Denver area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages over $1 trillion in assets and is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities such as trust services and proprietary mutual funds.

Micah Jackson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Avanos Medical and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Benjamin Dodd is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Vail Health and the Vail Valley Partnership. Outside of finance, he is a partner and Creative Director at Capture the Action, a video production company. 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 large network of financial advisors and branch offices nationwide.

Jeremy Lepore is a Series 66 licensed financial advisor with Edward Jones, based in Edwards, CO. He has seven years of industry experience, including six years at US Bank before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Johnson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a minority ownership interest in Harlingwood LLC, an investment-related business based in San Diego. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Charles Wick is a financial advisor at Edward Jones in Gypsum, CO, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he owns a vacation rental business in Destin, FL. 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, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jonathan Berstein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo clearing and advisory entities since 2009. Berstein is also a co-owner of Eagle Oak Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services that address a wide range of client needs, utilizing proprietary research and planning tools to develop tailored recommendations.

Mark Eaton is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SG Americas Securities, LLC and NewEdge USA, LLC. Outside of his advisory role, Eaton owns Home Concierge, LLC, a business that provides home watch and concierge services for vacation homeowners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various managed strategies and investment options, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Steve Kehoe is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

James Bolton is a CFP® professional with 20 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He is based in Eagle, Colorado, and holds Series 66 and Series 65 licenses. Outside of his advisory role, he is involved in life and health insurance sales and has ownership interests in a real estate business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-based planning relationships.

Lori Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she holds a minority ownership stake in Bluetip Enterprises, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Brubeck is a financial advisor with Edward Jones in Eagle, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.