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.

Jacob Miller is a CFP® professional with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial LLC and JBA Wealth Management Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers various portfolio management options and maintains proprietary as well as third-party model strategies, with an emphasis on customized investment implementation across multiple platforms.

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.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Taylor Rhoades is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2009 as a banker in Colorado and joined Merrill in 2015 after earning his MBA from the University of Tennessee. During his tenure at Merrill, he earned the CERTIFIED FINANCIAL PLANNER® certification. Taylor specializes in college education planning, personal retirement planning, portfolio management services, and retirement income. He employs a disciplined planning approach, collaborating one-on-one with clients to develop personalized financial strategies designed to help pursue long-term goals. He holds a Bachelor's Degree from Montana State University and an MBA from the University of Tennessee. Outside of work, Taylor enjoys running marathons, playing volleyball, and spending time with his wife and daughters.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. 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, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement 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 typical of a large institutional firm.

Norma Barrandey is a Series 66-licensed financial advisor at Stifel with 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Barrandey also serves as an adjunct professor teaching finance courses at the University of Northern Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and asset allocation methodologies.

Kyle Anderson is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Eugene Country Club for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by model portfolios and research.

Nicholas Kenny is a financial advisor at Edward Jones in Greeley, Colorado, with three years of industry experience. He holds a Series 66 designation and has previously been involved with the Midtown Arts Center, Candlelight Dinner Theatre, and the Greeley Philharmonic Orchestra. Outside of financial advising, he owns and operates Kenny Enterprises, LLC, which creates and hosts trivia events for local businesses and community groups, and serves as treasurer for the Northern Colorado Young Professionals. He was also a guest announcer for the 2024 National Hockey League Alumni Winter Classic game in Aspen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports a nationwide network of financial advisors across more than 15,000 branch offices.

Mickey Speck is a financial advisor with Raymond James Financial who holds a Series 66 license and has 12 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2014 to 2020 and has been affiliated with Raymond James Financial Advisors and the Bank of Colorado since 2020. 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 institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cash Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, RBC Capital Markets, and City National Bank. He is based in Fort Collins, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Bryndi Peif English is a financial advisor at Edward Jones with 13 years of experience. She holds a Series 66 designation and is based in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Wilson is a financial advisor with Edward Jones in Loveland, CO, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he and his family have managed a timeshare property in Kauai, Hawaii, which they have rented and are actively selling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Melissa Dixon is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at LPL Financial and Securities America Advisors. She also holds a notary commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of implementation options across multiple platforms and strategies.

Danielle Flores is a financial advisor with Merrill in Fort Collins, CO, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she held positions at Danspace, Fournee Bakery, Lunardi's Markets, and Diablo Valley College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laurence Fotsch is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. His background includes roles at Millennium Financial Group, The Planning And Investment Center, and Centaurus Financial, among others. Outside of his advisory work, he serves as a driver for Meals on Wheels in Fort Collins, CO. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Wolnick is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Turning Point Wellness Inc and co-owns Stresstoration LLC, a business offering digital wellness courses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages assets totaling approximately $1.01 trillion through a large national network of advisors and branch offices.

Jennifer Owens is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. She holds the Series 66 designation and is based in Greeley, Colorado. Outside of her advisory role, Owens serves as secretary and treasurer for HILCLYMBER, Inc., a signage business, where she also participates in board meeting financial reviews. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and data analytics.