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.

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 at Elevate Capital Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at LPL Financial LLC and Packman, Neuwahl & Rosenberg, PA. Outside of advising, he is the owner of Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. 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 uses active management strategies combining fundamental and technical analysis, implements derivatives for hedging, and offers performance-based fee arrangements for qualified clients.

Jessica Rusnock is a CFP® professional with nine years of industry experience. She is currently with Verity Investment Partners, where she has worked since 2021. Prior to that, she held roles at CliftonLarsonAllen Wealth Advisors, LLC and SYM Financial Advisors. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets across five offices. The firm provides discretionary investment management, ongoing financial planning without separate fees, and negotiated family office consulting for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Their investment approach includes client-suitability-based portfolio construction, ongoing rebalancing, and emphasis on dividend-paying equities alongside 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 BFC Planning, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel Fisher & Company Financial Services Inc. since 2006. Outside of his advisory roles, he serves as a board member overseeing city funds for Eagle City School, is a member of the Niwot Rotary nonprofit service organization, and acts as treasurer for the New Hardt Water Company. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and third-party management programs, employing a range of investment strategies including stocks, bonds, mutual funds, and ETFs.

Tracy Tutag is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Western Wealth Management LLC since 2015 and has also been affiliated with LPL Financial since 2008. Western Wealth Management LLC serves a broad range of clients, including individuals, charitable and corporate entities, and pension plan sponsors, providing comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies, including model portfolios and access to multiple advisory programs and third-party managers.

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 over 39 years of industry experience. He has been with Berthel Fisher since 2005 and previously worked at BFC Planning, Inc. since 2016. Horn serves as president of the Eagle Valley Family Assistance Fund, which provides loans to individuals who do not qualify for conventional lending, and is treasurer of the Edwards Rotary Club. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm supports approximately 100 independent investment adviser representatives with a range of portfolio management and financial planning options across multiple platforms.

Stuart Green is a CFP® with 16 years of industry experience, currently serving at Western Wealth Management LLC since 2016. He has also been affiliated with LPL Financial since 2009. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 investment adviser representatives. The firm employs a variety of investment strategies and utilizes multiple advisory programs and third-party manager relationships.

Kathryn Lizotte is a CFP®, CFA®, and Series 66 registered advisor with 15 years of industry experience. She currently works at Western Wealth Management LLC and has previously held positions at GPS Wealth Strategies Group, LPL Financial, TCAdvisors Network, Trust Company of America, and Janus Management Holdings Corp. Outside of her advisory roles, she is involved with West of Wall Street, Inc., a non-investment-related business. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of 88 representatives using a range of investment strategies and third-party manager relationships.

Christina De Witt is a CFP® and ChFC® with 21 years of industry experience. She has been with &Partners since 2024 and previously worked at Edward Jones for 20 years. Outside of her advisory role, she serves as treasurer for the Mountain Vista Real Estate Investor Group in Edwards, CO. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, universities, corporations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategy models with technology platforms for customized client engagements.

Bryan Hickel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Castle Pines Investment Management. He also operates Bryan Hickel Investment Management. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing back-office operations, technology, and compliance support to its affiliated advisors.

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 designations. His prior experience includes roles at LWS Wealth Advisors, Inc. and LWS Wealth Advisors of Colorado, Inc. MAI Capital Management provides investment management, wealth management, and related services to individuals, families, sports professionals, and a range of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, third-party managers, and private investments, and offers additional services such as retirement plan consulting and trust administration.

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.

Richard Disberger is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Valic Financial Advisors since 2010 and also holds a role as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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.

Michelle Horton is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in working with families to plan for financial success across generations, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. With over 30 years of experience, Michelle has built lifelong relationships with clients and their businesses by understanding their individual needs and goals. Her approach centers on educating and empowering clients through the wealth management process, enabling them to focus on their personal interests and priorities. Michelle holds a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She has earned professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). She is involved professionally with the Arrowhead Metro District and participates in the community through Bighorn Gravel. Outside of her professional life, Michelle enjoys adventure sports such as biking, camping, hiking, skiing, surfing, and traveling.

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® professional with 11 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Transamerica Financial Advisors, among others. Outside of his advisory work, he serves as treasurer for Eagle Community Gardens and is involved in several accounting and tax preparation activities through his own and affiliated firms. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm utilizes a range of advisor-managed accounts, model portfolios, and third-party solutions, combining retirement and fiduciary services with its extensive institutional platform.

Michael Norvell is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory role, he is working on authoring a book focused on road biking routes in the Vail Valley, compiling data such as distance, elevation gain, and gradient. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies to each client’s risk profile and incorporating both in-house and third-party managers.

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 roles include long tenures at FSC Securities RIA and Southern Financial Services. Outside of advising, he is an author of fiction, with titles including "Killing Ants." LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and credit options.

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 at LPL Financial with three years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner and creative director of Resort Books LLC and Treehouse Creations, and he is employed as a bartender at The Hythe Vail Resort and Spa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Taylor Paules is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment 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.

Edward Kowalewski is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments from 2022 to 2024. Outside of his advisory role, he also works seasonally as a sleigh host for Vail Corp, engaging with guests and transporting them to on-mountain dining experiences. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Cooper is a financial advisor with LPL Financial in Eagle, Colorado, holding a Series 63 designation and 41 years of industry experience. He worked at UBS Financial Services for 14 years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional product services such as insurance and lending.

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 in Eagle, Colorado, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Vail Health and has been a partner at Capture the Action, a video production company, since 2017, where he serves as a Creative Director and consultant. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and extensive branch offices.

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 bringing 36 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. He holds a 7.5% ownership interest in Harlingwood LLC, an investment-related business based in San Diego, CA, with no management duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

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.

Michelle Martinez is a CFP® professional with 26 years of industry experience. She is currently affiliated with OSAIC and has held previous roles at Securities America Advisors, Inc. and SSN Advisory Inc. Martinez also owns and advises through Rise Up Planning and is involved with Cornerstone Insurance and Financial Group, where she provides financial planning, investment management, and insurance services. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, offering access to various investment strategies and custodial platforms.

James Bolton is a CFP® with 19 years of experience, currently affiliated with Mass Mutual Investors Services. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2006. In addition to his advisory work, he is active in life and health insurance sales as an agent and owner. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

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.