Trenton Lay is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Wells Fargo Advisors LLC during his career. He is also a licensed life and health insurance agent. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

John Maurer is a financial advisor with Arax Advisory Partners based in Grand Junction, CO. He holds a Series 66 credential and has 20 years of industry experience. His prior work includes roles at SRS Capital Advisors, Cedrus LLC, Avera Capital Wealth Management, Equitable Advisors, and Axa Advisors. Maurer serves on the Bookcliff Country Club Men's Club Board, advising on tournament formats. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fee arrangements and private fund management.

Angela Johnson is a financial advisor with Ashton Thomas Private Wealth, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at WealthSource Partners, Timberline Bank, and Wells Fargo, spanning over 17 years. She is also a managing member of Confluence Private Wealth, LLC, where she performs investment adviser representative duties and oversees budget and tax matters. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a diversified investment approach utilizing mutual funds, ETFs, independent managers, and sub-advisers, including strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Joshua May is a financial advisor at Ashton Thomas Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at US Bank. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering back-office support through its Amplify Platform.

Christopher Scriminger is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 credential and has five years of industry experience. Prior to joining First Heartland Consultants in 2023, he worked with Vestal Retirement Solutions and Retirement Wealth Advisors LLC. Outside of his advisory roles, he owns and operates Vestal Retirement Solutions, providing investment advisory and insurance services. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Barbara Harmon is a financial advisor at Wealth Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealth Management, LLC since 2014. In addition to her advisory role, she owns Taxnator LLC, a tax preparation and accounting services business. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management and fiduciary services with a focus on broadly diversified, passively managed portfolios and cost minimization.

Michael Mullen is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. He has also worked at Bellco Credit Union and CUSO Financial Services, LP. Mullen is the owner and president of Mullen Investment Group, LLC, and serves as a board member of the Bleed Green Lancaster #17 Foundation. He is part-owner of a microbrewery and operates a consulting business providing river access for fly fishing. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary asset management.

Katlyne Bartolo is a financial advisor with TIAA-CREF, holding a Series 66 credential and 15 years of industry experience. She has been with TIAA since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through various managed account programs.

Gregory Green is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining D.A. Davidson in 2023. Outside of his advisory role, Green serves as President of the Board for the Ute Water Conservancy District in Grand Junction, CO, and owns a farming business providing land and equipment for certified organic seed production. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides varied advisory services under the Advisers Act fiduciary standard, including ERISA retirement plan advice, financial planning, and a private wealth program for clients with substantial assets.

Michael Troyer is a financial advisor with D.A. Davidson & Co., holding a Series 66 license and 14 years of industry experience. Prior to joining D.A. Davidson in 2023, he worked at LPL Financial, Transamerica Financial Advisors, World Financial Group, Bank of America, Merrill, and Fisher Investments. Outside of financial advising, Troyer has been a touring professional golfer and instructor since 1995 and serves on the board of directors for Bookcliff Country Club in Grand Junction, CO. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, wealth management, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

John Waite is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Rocky Mountain Foundation, a nonprofit that invests funds primarily for Christian organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from retirement plan advisory to specialized wealth management for high-net-worth individuals.

Gregory Green is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has 12 years of industry experience, including 11 years at Edward Jones prior to joining his current firm. Outside of his advisory work, he is a musician and a member of El Camino Burnout, Ltd. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Cheryl Squier is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado, holding Series 63, 65, and 66 licenses and totaling 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and manages several real estate-related LLCs. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm provides comprehensive financial planning and retirement plan advisory services under fiduciary standards, distinguishing itself with municipal advisory and underwriting activities as well as affiliated custodial entities.

Kyrstie Wootten is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing and executing customized financial strategies tailored to the personal goals of high-net-worth individuals and their families. Kyrstie’s expertise spans a comprehensive range of financial areas including taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, allowing her to address the multifaceted nature of wealth management effectively. Kyrstie earned her Bachelor's degree from Colorado Mesa University and completed her Master's degree in financial planning at the College for Financial Planning in 2023. She holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Since obtaining her CFP® certification in 2020, Kyrstie has demonstrated a commitment to providing thorough and personalized guidance, leveraging the research resources provided through Merrill to help clients navigate investment decisions. Based in Grand Junction, Colorado, Kyrstie lives with her husband, a firefighter since 2000, and their two children. She is active in her community through involvement with the Western Slope Pickleball Club. Outside of her professional work, Kyrstie enjoys cooking, hiking, pickleball, and running. Her approach to advising is focused on connecting all aspects of clients’ financial lives to prioritize and pursue the goals that matter most to them.

James Hickey is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, Charles Schwab, and AlsoEnergy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Johnathan Kitts is a financial advisor with Empower Advisory Group in Grand Junction, CO, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Empower in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within a large-scale, integrated platform tied to Empower’s recordkeeping and administrative services.

John English is a financial advisor with Valic Financial Advisors in Grand Junction, CO, holding Series 63, 65, and 66 licenses and possessing 29 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has also been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Clayton Squier is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously held roles at Wells Fargo Clearing and Best Buy. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services including retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Amy Brooke Martinez is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding Series 63, 65, and 66 designations and 26 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors. She serves as an advisory board member for Beacon Capital Management and is a co-owner and vice president of Christopher Construction, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative methods in its investment approach.

Justin Parks is a financial advisor at Osaic Institutions, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and CUSO Financial Services, LP. He is currently based in Grand Junction, CO. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.