Michael Wright

Loren Wright is a financial advisor with Edward Jones in Alamosa, Colorado. He holds a Series 66 designation and has 16 years of industry experience, having been with Edward Jones since 2009. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Codie Van Treese is a financial advisor with Edward Jones in Alamosa, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Van Treese worked at Eldon James Corp. and Hamskea Archery Solutions. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors.

Bradley Tijerina is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Charles Schwab and Del Norte Bank. Outside of finance, he has experience working in the hospitality and trucking industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Samantha Brookes is a financial advisor with LPL Financial in Alamosa, Colorado, holding a Series 66 designation and six years of industry experience. Her career includes roles at LPL Financial Services and Wells Financial Services, as well as positions outside finance such as involvement with the Alamosa Farmers Market. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.