DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Finlit Wealth LLC, and LPL Financial. Outside of his advisory work, he serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen in a non-discretionary capacity.

Conner Burt is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Charles Schwab, Citizens Bank, and KeyBank. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank, utilizing bank-developed investment models and maintaining committees to oversee third-party strategists and program suitability.

Richard Wood is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Fidelity Investments and Robinhood Markets. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Maria Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Sanctuary Securities, Titan Global Capital Management, Robinhood Financial, and TIAA-CREF. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and model platforms to implement diverse investment strategies.

Derek Vinge is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 designation and has worked at Edward Jones since 2016, following seven years at Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs and investment solutions through a nationwide network of more than 23,700 advisors.

Maryann Martin is a financial advisor with Primerica Advisors in Estes Park, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Primerica Advisors and its affiliated firms since 2005. Outside of her advisory role, she writes chemistry educational modules for high school and college students. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.

Mark Purdy is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was with NTI from 2011 to 2017. Outside of his advisory role, he owns Estes Park Venture Group, a consulting firm that assists start-ups with sales processes and teams, and serves as Board Chairman of Estes Park Western Heritage, a nonprofit supporting the Rooftop Rodeo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frank Castro is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.