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 with Wealth Management, LLC in Grand Junction, CO, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Wealth Management, LLC since 2014 and has been involved with Accounting Freedom Ltd and Dlhf Investments LLC. Outside of advisory work, she provides tax preparation and accounting services through Taxnator LLC and has roles related to health insurance sales and government accounting support. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets, employing a modern portfolio theory-based approach primarily using passive mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Michael Mullen is a CFP® with 26 years of industry experience, currently with OSAIC Institutions, Inc. He has held roles at Bellco Credit Union since 2011 and CUSO Financial Services, LP from 2011 to 2023. Outside of his advisory work, Mullen serves on the board of the Bleed Green Lancaster #17 Foundation and owns a consulting business providing river access for fly fishing. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and a range of financial products. The firm features a predominantly non-discretionary asset base and integrates advisory and brokerage solutions via a large network of investment adviser representatives.

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 holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 24 years before joining D.A. Davidson & Co. in 2023. Outside of advising, he serves as President of the Board for the Ute Water Conservancy District and owns the Colorado Born Seed Company, which provides land and equipment for certified organic seed farming. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides comprehensive financial planning, municipal advisory services, and a Private Wealth program for clients with significant assets.

Michael Troyer is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding a Series 66 designation and 13 years of industry experience. Prior to his current role since 2023, he worked at LPL Financial, Transamerica Financial Advisors, World Financial Group, Bank of America, Merrill, and Fisher Investments. Outside of his advisory work, he has been a professional golfer and instructor since 1995 and serves on the board of directors for Bookcliff Country Club. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, including fiduciary-guided retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

John Waite is a financial advisor with D.A. Davidson & Co. in Grand Junction, Colorado. He holds Series 63 and Series 65 licenses and has 43 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Waite serves as a board member of the Rocky Mountain Foundation, a nonprofit that invests funds for Christian entities, primarily churches. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Gregory Green is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience, including 11 years at Edward Jones and one year at his current firm. He holds a Series 66 designation. Outside of his advisory work, he is a musician and a member of El Camino Burnout, Ltd., a music performance group based in Grand Junction, CO. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth.

Cheryl Squier is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she worked for a combined ten years. Outside of advisory work, she is involved in managing rental properties in Colorado and Florida. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning, operating under fiduciary standards while also serving as a municipal advisor and qualified custodian for select assets.

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 66 and Series 63 licenses and having eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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 financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2021, following four years at Wells Fargo Clearing and three years at Best Buy. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services, utilizing both qualitative and quantitative methods, and distinguishes itself through municipal advisory and underwriting activities, as well as affiliated custodial services.

Amy Brooke Martinez is a financial advisor with D.A. Davidson & Co. in Grand Junction, CO, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining D.A. Davidson in 2021. Martinez serves on the advisory board of Beacon Capital Management and is co-owner and vice president of Christopher Construction, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Justin Parks is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Osaic Investments, Inc. since 2023, following roles at Bellco Credit Union and CUSO Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a 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 through a hybrid adviser/broker-dealer model.

Brett Piper is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he acts as a co-power of attorney for a parent. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.