Thomas Hodges is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2008. He has 17 years of industry experience and is based in Greeley, CO. Outside of his advisory work, he owns a rental property in Johnstown, CO, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Kenneth Boyer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns B. Prepared Financial Inc., which provides financial planning and investment advice, and also offers tax preparation and accounting services through Aspen Tax Pro. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Mc Lean is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 18 years of industry experience. Outside of his financial advising role, Mc Lean teaches state insurance pre-licensing courses and FINRA Series initial registration courses, and he is also a PADI Open Water Scuba Instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Kyle De Bord is a financial advisor at Edward Jones in Greeley, Colorado, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he is involved with commercial rental properties through ownership and membership in related entities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Randee Cook is a CFP®-credentialed financial advisor with 42 years of industry experience. She is currently with OSAIC and previously worked at Strategic Financial Management, Inc. and LPL Financial. Cook also serves as a notary public and acts as a personal representative and trustee for family estates. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, portfolio management, and access to third-party money managers using advanced asset-allocation tools and risk analysis.

Megan Van Dorin is a Series 66 licensed financial advisor at Thrivent Investment Management with six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2020. Megan’s background includes roles outside the financial industry, such as work at Nightstar Traffic and periods as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a wide range of financial topics, distinct from portfolio management or institutional advisory services.

Gloria Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Wells Fargo Bank, and Canvas Credit Union. Outside of her advisory work, she is an owner and landlord of a residential real estate property through Rodz Real Estate LLC. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Kevin Ruebesam is a financial advisor with Thrivent Investment Management in Longmont, Colorado, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a wide range of topics without discretionary trading authority. The firm’s approach integrates planning with managed-account options while maintaining separate service structures.

James O'Neal is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Before joining LPL Financial in 2017, he worked for National Planning Corporation from 2009 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management across its offerings.

Rachel Congleton is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones and Wealth Strategies. Outside of advising, she has had involvement with entities such as Cultivating Hope DBA Hope Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Annika Svenson is a financial advisor with J.P. Morgan Securities in Loveland, Colorado, holding a Series 66 credential and over 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Michelle Emerick is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Elevations Credit Union, CUSO Financial Services, LP, and U.S. Bancorp Investments, Inc. She is also involved with Elevations Wealth Management Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and both discretionary and non-discretionary management options.

Owen Tveten is a financial advisor with Thrivent Investment Management in Longmont, CO, holding a Series 66 credential and 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a trustee involved in ranch management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Colby Ripsam is a financial advisor with LPL Financial in Loveland, Colorado, holding a Series 66 designation and four years of industry experience. He previously worked at Mercer Advisors and Crestone Capital, and spent two years in athletics at the University of Colorado. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Daniel Martin is a financial advisor with Edward Jones in Greeley, Colorado, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Kinsale Properties Inc. for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Billy Funderburk is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes nine years at Securities America, Inc. Billy also operates a business entity under the name Funderburk Financial related to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Donald Yohon is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2003 and previously at A.L. Williams/First American Securities beginning in 1986. Based in Greeley, CO, Yohon has a longstanding career in financial services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Marva Amerine is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kory Miller is a financial advisor with LPL Financial in Greeley, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives.