Robert Hull is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he manages an S corporation established for commission pass-through purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Schmidt is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of a short-term rental property in Crested Butte, Colorado. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremiah Mackmiller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Morgan Stanley since 2018. Outside of his advisory role, he is a silent partner in a medical device company, VRRX Holdings LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Jason Maes is an advisor at Edward Jones in Windsor, CO, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience with Empire Today LLC, Restor Colorado LLC, and Story Barns LLC. 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.

Chad Shipley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank National Association and Bank of the West. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Ryan Moore is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Barrios is a financial advisor at Morgan Stanley in Loveland, Colorado. He holds a Series 66 designation and has experience working at Elevations Credit Union and The Cheesecake Factory prior to joining Morgan Stanley. Barrios has been with Morgan Stanley since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Keagan Dollard is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Five Rivers Cattle Feeding and EnviroTech Services. Outside of his advisory role, he manages residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Katie Baker is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 10 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones for six years and served in the Air National Guard for ten years. Outside of her advisory role, she co-organizes the Noco Children's Business Fair, an event where children sell handmade items in a craft fair setting. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Thomas Pilkington is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. His career includes prior roles at Signator Investors, Inc. and his own firm, Tom Pilkington Financial Services. He is also involved as president of Rawah Range Ltd., an entity that processes payroll. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessments to construct diversified portfolios.

Casandra Corbett is a financial advisor at Edward Jones with a Series 66 designation and nine years of experience at the firm. Prior to joining Edward Jones, she worked for eleven years at EnviroTech Services, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bobbie Winne is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles at Empower Financial Services, JBS USA, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Iverson is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC and Cornerstone Home Lending. Outside of advisory work, he owns and operates THE VR ARCADE and Iverson Images, two entrepreneurial ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Devin Jones is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007 and operates a business under the name MacDonald Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

David Loomis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was employed at Maxar, Inc. and DigitalGlobe, Inc. He is also a silent minority co-owner of a restaurant in Loveland, Colorado. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions.

Michael Wiggin is a financial advisor with Edward Jones in Greeley, CO, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. 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, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.

Richard Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns YardSaleTrains.com, an online model train reseller. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lukas Gately is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Outside of his advisory role, he serves as the executor of his father's trust. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Thompson is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2016 to 2026. Outside of his advisory role, Thompson operates Thompson Wealth Management, LLC, and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to a range of investment platforms and third-party managers. The firm employs quantitative tools and automated processes to construct portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

Kurt Willson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked at Scheels All Sports and served with the Loveland Fire Rescue Authority for 25 years. 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 supported by a nationwide network of more than 23,000 financial advisors.