Barton Talkington is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Beacon Hill Staffing and held positions at the University of Northern Colorado and Murdoch's Home and Ranch Stores. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Damien Salerno is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Thrivent Investment Management Inc. Outside of his advisory role, he is involved as a membership associate and personal trainer at Club Loveland and serves as a site director for youth sports at Triple Crown Sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Ronald Larsen is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Fortis Investors, Inc., Larsen, Cheran & Associates, and Larsen Financial Services. Outside of his advisory work, he owns Larsen Financial Services, a sole proprietorship involved in insurance sales and servicing client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multi-asset portfolios managed on discretionary or non-discretionary bases.

Kailun Hensley is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, Hensley worked at Edge the Service Company and Bridgecrest. Hensley serves on the financial committee for Health4Heroes, contributing to budgeting, cash management, and fundraising efforts. 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 national network of financial advisors and branch offices.

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked for Wells Fargo Advisors Financial Network LLC for 10 years before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers multiple portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Lori Gibb is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. She previously worked at Raymond James & Associates, Inc. for 10 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party strategies tailored to client objectives.

Andrew Thiel is a financial advisor with Edward Jones in Greeley, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Book Concepts for 13 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Matthew Sidgwick is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and was previously with Wells Fargo Clearing from 2011 to 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brent Kramer is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at TIAA-CREF from 2016 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional capital markets and banking solutions.

William Kurtz is a financial advisor with UBS Financial Services in Greeley, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in a residential real estate partnership in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Laura Schnell is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Schnell is also a Colorado Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Christopher Thorpe is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Elevations Credit Union, CUSO Financial Services, LP, and Key Investment Services. Thorpe is involved with Elevations Wealth Management Services in addition to his role at LPL Financial. 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, and retirement consulting services through a national network of investment adviser representatives.

Jesse Climer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Brinker International in a non-financial role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Menan Bergman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greeley, CO, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James and Bank of Colorado since 2015. Outside of advising, he is co-owner and CEO of Bergman Land & Cattle Co./Berg's Bunkhouse LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joel Rothe is a CFP® professional with 29 years of experience in the financial advisory industry. He has worked at LPL Financial since 2024 and previously spent 14 years at Sagepoint Financial, Inc., and one year at OSAIC. Outside of advisory roles, he maintains a business entity for tax and investment purposes unrelated to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, providing both discretionary and non-discretionary management options.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Kelly Beck is a Series 66-licensed financial advisor with 26 years of industry experience, currently practicing at UBS Financial Services in Greeley, Colorado since 2013. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm offers fee-based financial planning, portfolio management, and capital markets services supported by proprietary research and analytics.

Charles Cooper is a CFP® with 43 years of industry experience. He is currently affiliated with Osaic and was previously associated with Securities America Advisors, Inc. for a decade. Cooper is also president of The Master's Agency, a business he has been involved with since 1983, which includes selling life insurance and annuities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services as well as access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports both discretionary and non-discretionary account management.

Billy Stone is a financial advisor at Edward Jones in Longmont, CO, holding CFP® and ChFC® designations with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as vice president and board member of the Coloradans Car Club, is involved with the Skyline Kiwanis Club and its foundation, and owns a small real estate business. 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 products, supported by a nationwide network of more than 23,000 financial advisors.