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Nicholas C

Series 66

Craig, CO

Edward Jones

Nicholas Clossman is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously served in the Air Force for three years. Outside of Edward Jones, he is involved with Onix Defensive, where he has been active for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

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

CFP®, Series 66

Craig, CO

RBC Capital Markets

Nicole Bailey is a CFP® designated financial advisor with RBC Capital Markets, where she has worked since 2018. She has seven years of industry experience, including prior roles at Associa and Hammersmith Management, LLC. Bailey serves as a committee member for the Community Associations Institute Colorado Legislative Action Committee and is a director and treasurer on the board of the Lower Downtown Neighborhood Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides financial planning and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kevin P

Series 66

Craig, CO

Edward Jones

Kevin Peck is a financial advisor with Edward Jones in Craig, Colorado, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. He is also a shareholder in Yampa Valley Bank. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by extensive affiliated capabilities beyond traditional advisory services.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Justin K

Series 63, Series 65, Series 66

Craig, CO

LPL Financial

Justin Kawcak is a financial advisor with LPL Financial in Craig, Colorado, holding Series 63, 65, and 66 registrations and bringing 13 years of industry experience. His prior roles include positions at FBL Marketing Services, Mountain West Farm Bureau, and Equitable Advisors. He is also a public notary for the state of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 66

Craig, CO

Edward Jones

Bryan Ludgate is a financial advisor at Edward Jones with 22 years of industry experience. He has maintained his role at Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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