Shannon Richardson

Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment solutions.

Ryan Cosner is a financial advisor with Cosner Financial Group, LLC in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Cosner Financial Group since 2008 and previously at Triad Advisors Inc. and Osaic Wealth, Inc. Cosner serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit focused on supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets across about 600 client relationships, offering discretionary portfolio management as well as hourly and flat-fee planning tailored to client goals.

Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.

Julian Heron is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Credentialed Wealth Advisors, LLC. He previously worked at Edward Jones for nine years before joining his current firm in 2021. Credentialed Wealth Advisors provides portfolio management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, as well as retirement plans. The firm offers customized investment solutions through multiple service tracks and combines retirement-plan fiduciary authority with tailored strategies involving individual securities, derivatives, and concentrated-stock management.

Roy Hucke is a financial advisor with Credentialed Wealth Advisors, LLC in Johnstown, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Credentialed Wealth Advisors in 2021. Outside of his advisory role, he is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm provides customized portfolio strategies through multiple service tracks and combines retirement-plan fiduciary authority with tailored investment solutions.

John Alpers is a financial advisor at Cosner Financial Group, LLC with 30 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Financial Design & Management, Inc., and Geneos Wealth Management, Inc. from 2008 to the present. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets for over 600 clients, offering discretionary portfolio management and fee-based planning with tailored investment strategies.