Tyler Wright is a CFP® credentialed financial advisor with Edward Jones, based in Eaton, Colorado, with 10 years of industry experience. He has been with Edward Jones throughout his career. Outside of his advisory work, he is involved in managing a horse ranch. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, offering discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Robert Mozer is a financial advisor with Edward Jones in Fort Collins, CO, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Debra Schilling is an advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 registrations and has worked with firms including Waddell & Reed and Team Schilling. Schilling is based in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of portfolio management strategies and research resources.

Michael Boyles is a Series 66-licensed financial advisor with Edward Jones in Greeley, Colorado, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a foster care caregiver in Windsor, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Bobby Giles Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at USAA Financial Planning Services and related entities for nine years and was self-employed from 2018 to 2020. Outside of his advisory role, he is also licensed as a commercial pilot and intends to work occasionally in that capacity. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Bill Hay is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is involved in a lending business based in Windsor, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Lisa Gemaehlich is a financial advisor with Edward Jones in Johnstown, CO, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Sengled, USA and AT&T. Outside of her advisory role, she is involved with the Girl Scouts as a troop co-leader and sales manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Knopp is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. Prior to joining Cambridge in 2020, he worked at Pfs Investment Inc and Primerica Financial Services. Outside of advising, he is involved with Gates Fireplace Services and is also employed by AB InBev. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Ashley Shipp is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services and Bank of Colorado. Outside of advisory roles, she is an associate employee at Bank of Colorado Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal advisory services and customized SIMPLE IRA employer consulting programs.

Haley Lee is a CFP®-designated financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial, she worked at firms including Jackson National Life Distributors and operated The Annotation Station. Lee has experience in diverse roles across the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 approaches.

Dayna Hazlewood is a Series 66-registered financial advisor with Edward Jones in Greeley, CO, with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Vision Specialists LLC and Pearle Vision. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Judith Meduna is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Edward Jones from 2017 to 2026 and has a background in education and massage therapy. She has also assisted children with special needs in the St. Vrain Valley School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

David Jones is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing various third-party asset managers and firm-sponsored advisory programs.

Ryan Timmins is a financial advisor with LPL Financial in Ft Collins, CO, holding the Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Kestra Financial Services, Inc. from 2016 to 2021. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katherine Miller is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on a percentage-based, tiered wrap fee structure.

Dawn Strohecker is a Series 66-licensed financial advisor with Edward Jones in Greeley, Colorado, bringing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns rental property in Evans, Colorado. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

James Cox III is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. His prior experience includes eight years at LPL Financial and four years at SII Investments, Inc. Outside of his advisory work, he serves as a technician for a family-owned remediation company. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing various portfolio management approaches and emphasizing both proprietary and third-party strategies.

Ysabelle Haggard is a financial advisor at Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Edward Jones since 2017. Previously, she was registered as a referral real estate agent, though her license is no longer active. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.