Tucker Myers is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Myers serves as treasurer for a local Toastmasters club, where he manages financial records and budgeting. PNC Wealth Management offers brokerage and advisory services through a model-based digital platform primarily available to employees, using algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Richard Bell is a CFP® with 40 years of industry experience, currently affiliated with Primerica Advisors in Windsor, CO. He has worked with Park Avenue Securities and Guardian Life Insurance since 2006, and has operated his own advisory business since 1998. Bell is also involved in providing clients with various insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Gera Fayas is a financial advisor at Raymond James Financial with two years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2025, she worked at Bank of Colorado and Bank of Colorado Investment Services. Outside of advisory work, she is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses a tailored, non-discretionary approach with risk profiling and analytical tools to support client goals and maintains specialized programs for municipal and retirement plan advisory services.

Jared Lowry is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience in marketing and logistics. Outside of his advisory role, he works as a contractor for Stone and Oak Audio in Greeley, CO. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Weinbender is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of services.

Trevor Orr is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked within various divisions of J.P. Morgan, including JPMorgan Chase Bank, N.A., since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and due diligence with an ESG eligibility framework to guide investment recommendations.

Peter Jochems is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include nine years at National Planning Corporation and ten years leading Jochems Financial Services, Inc. Outside of advising, he pursues art and oil painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools used by its large network of advisors.

Gregory Backhaus is a financial advisor with Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a sole proprietor of a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. He is also involved with Legacy Holdings, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

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 Series 63, 65, and 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, First Bank and Trust, Adams Bank and Trust, and self-employment. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group. The firm also provides services to private funds and municipal clients and operates alongside affiliated trust companies and banks.

Robert Hubbard is a financial advisor with LPL Financial, holding a Series 66 designation and based in Greeley, CO. He has recently started his advisory career, joining LPL Financial and Legacy Premier Wealth Management in 2026. Prior to this, he spent several years in educational roles at various schools including Colorado State University and Northridge High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.