Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Outside of finance, Elliott is the owner and occasional consultant for ZMT, Inc., a pump distribution company. Aspen Gold Financial is a Colorado-registered investment adviser that serves individuals, high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm employs a multi-strategy investment approach emphasizing strategic asset allocation, risk control, and diversification, and offers ERISA pension consulting services alongside portfolio management and financial planning.

Kirk Hemingway is a financial advisor at Scarecrow Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Ice O Matic and Hunter Douglas. Outside of advising, he serves as Director of Operations for Scarecrow Trading, a role involving operational duties for a signal-providing entity. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, offering portfolio management and investment supervisory services. The firm employs fundamental, technical, and cyclical analysis along with proprietary models, incorporating both long-term strategic allocations and tactical shifts that may include advanced instruments such as inverse and leveraged funds.

Patricia Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Waddell & Reed Inc, and various insurance agencies. Dimmer is based in Brighton, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach emphasizes asset allocation and retirement guidance using proprietary tools developed with Morningstar Investment Management.

Michael Faulhaber is a CFP®, ChFC®, and Series 66-registered financial advisor with 20 years of industry experience. He is currently with First Command Advisory Services and has previously worked at firms including National Life Group, Mutual of Omaha, and Northwestern Mutual. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers within an employee-owned structure.

Kristine Haley is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. Outside of her advisory work, she is an independent consultant for a single-level marketing company. Voya Financial Advisors, Inc. serves a diverse client base of individual and institutional investors, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Joshua Hayes is a CFP® with 27 years of industry experience and currently serves at Benjamin F. Edwards & Company, Inc., where he has worked since 2019. His prior roles include positions at Waddell & Reed Inc., various insurance carriers for W&R Insurance Agencies, and several investment services firms. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with active and passive portfolio management.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Dylan Lenderink is a financial advisor with Wells Fargo Clearing in Brighton, CO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. He serves as treasurer for Cherry Creek Farm HOA in Greenwood Village, CO. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

Marcus Stookey is a financial advisor with LPL Financial based in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he has maintained employment with the City of Denver-Denver International Airport for over ten years. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients from individuals to institutions. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas Worth is a financial advisor with LPL Financial in Brighton, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Michael D’epagnier is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he is a licensed insurance agent and a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a broad range of financial services and uses various analytical tools and third-party platforms to construct and manage portfolios.

Thea Diffendal is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial, she worked at TIAA and TIAA-CREF for 16 years and has held roles at BMO Bank NA and Robinhood. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management styles and providing access to model portfolios and research from various sources.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. Outside of advisory services, she owns and operates Redding Tax Strategies, LLC, a tax-related business. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Laila Rusta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Bank since 2014 and has been affiliated with Front Range Community College since 2011. Outside of finance, she has partial ownership in a Denver-based event decorating business and works as a caregiver attendant through a separate company. 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 a large asset base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.