Peter Jochems is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for nine years. Outside of advising, he pursues oil painting and serves as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Larry Hubbard is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at Ameriprise and Ameriprise Financial Services, Inc. He operates in Greeley, Colorado, and maintains a side business entity for tax and investment purposes. 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. The firm offers comprehensive financial planning and advisory programs, incorporating model portfolios and research from both internal and third-party sources.

Deborah Cook is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Christopher Staples is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2025. His prior experience includes multiple roles at Navigation Wealth Management, Inc. and Edward Jones. 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 a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and custody platforms.

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.

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.

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.

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.

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.

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.

Robert Spykstra is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, he was involved with Sacred City Church and Morning Star Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based analyses and planning without discretionary trading authority.

William Vitagliano is a financial advisor at Stifel with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various regional banks. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Robert Hubbard is a financial advisor with LPL Financial, holding a Series 66 designation and based in Greeley, Colorado. He has one year of industry experience and previously worked in education at several institutions including Colorado State University and local schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Mc Kenna Adams is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, Mc Kenna held roles at several companies including Grit Foco LLC, Patterson Dental, and Align Technology. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Sheffield is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fidelity Investments for 11 years. He serves as a board member of the Greeley Rotary Club, where he participates in voting and consulting on organizational matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kevan McNaught is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2010. McNaught serves as a co-trustee for family trusts, including the McNaught Family Trust and the Donald C McNaught Life Insurance Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and diverse investment options.

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.

Keagan Dollard is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Five Rivers Cattle Feeding and EnviroTech Services. Outside of his advisory role, he manages residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Thomas Pilkington is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. His career includes prior roles at Signator Investors, Inc. and his own firm, Tom Pilkington Financial Services. He is also involved as president of Rawah Range Ltd., an entity that processes payroll. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessments to construct diversified portfolios.