Kyle Bernhardt

Alexander Strauss is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at American Family Insurance and Colorado State University. Strauss serves as a board member of the Sunrise Optimist Club, where he participates in monthly meetings to review financials and community projects. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory and implementation support rather than delegated management.

Bret Poland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked with Bank of Colorado Investment Services–RJ since 2017 and has been affiliated with Raymond James Financial and its related entities since 2008. Outside of his advisory role, he serves as a board member for a local hospital foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Mark Hough is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 and Series 66 licenses. Outside of his advisory work, he is co-owner of Bodyfirm Fitness Center in Fort Morgan, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and has a extensive nationwide network of financial advisors and branch offices.

Alissa Axford is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked with ICA Group Wealth Management, LLC, and Investment Centers of America, Inc. In addition to her advisory role, she is involved in servicing existing index annuity contracts and provides life, health, long-term care, and fixed annuity insurance products. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory capabilities with insurance and annuity product offerings.

John Cable is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he has been involved in community activities, including serving as chairman of the Baptist Foundation of Colorado and as clerk for the First Baptist Church in Otis. 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 nationwide network of financial advisors and branch offices.

Marci Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved with Wickham Financial Inc., a business entity for tax and investment purposes. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and multiple investment delivery options.