Victoria Cox is a financial advisor at Morgan Stanley with 26 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Her credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Laura Troyer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Citigroup Global Markets. She also serves as a co-trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tasha Mc New is a financial advisor with Edward Jones in Grand Junction, CO. She holds the Series 66 designation and has 15 years of industry experience, having worked with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Martin Streetman is a financial advisor with LPL Financial based in Grand Junction, CO, holding the CFP® designation and over 27 years of industry experience. His career includes roles at Piper Sandler & Co., UBS Financial Services, and Western Wealth Management, where he has been since 2016. He is also involved in running a registered investment advisory business focused on financial planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and operational resources.

Christopher Mc Glade is a financial advisor at Edward Jones in Grand Junction, CO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the finance committee of Caprock Academy in Grand Junction, reviewing financials on a monthly basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Scott Bystol is a financial advisor with Edward Jones in Grand Junction, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Mc Glynn is a Series 66-licensed financial advisor with Edward Jones in Grand Junction, CO, and has 13 years of industry experience. He previously worked at FBL Marketing Services LLC and Farm Bureau and has operated GJCO Consulting LLC since 2008. Mc Glynn serves on the board of CASA Grand Junction, a nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Justin Reed is a financial advisor with LPL Financial in Grand Junction, CO, holding CFP® and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2021 and previously spent a decade at Legend Wealth Management. Outside of his advisory role, Reed is involved with Coloreedo Promotions and Logic Wealth Strategies, among other business activities. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Kenneth Johnson is a Senior Resident Director and Financial Advisor with Merrill. He began his financial services career at A.G. Edwards in 2006 before moving to Merrill in 2009, where he was promoted to Resident Director in 2012. He holds the designation of Personal Investment Advisor (PIA). A native of Grand Junction, Kenneth graduated from Mesa State College with a Bachelor of Arts in History in 2002. Prior to his career in finance, he worked as a teacher and baseball coach at Central High School. His professional focus includes college education planning, liquidity management, managing new wealth, portfolio management services, and retirement income. Outside of his professional responsibilities, Kenneth remains actively involved in baseball. He coaches his son's travel baseball team, the Grand Junction Trojans, and participates in the JUCO World Series Tournament Committee. Kenneth lives in Grand Junction with his wife Kelly and their two sons, Tyler and Cameron.

Bri Anna Harris is a financial advisor with Raymond James & Associates in Grand Junction, CO. She holds Series 65 and Series 66 registrations and has 15 years of industry experience. Harris previously worked at Citibank and was involved with Interesting Blazer LLC from 2020 to 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Willard Pease III is a financial advisor with Wells Fargo Clearing in Grand Junction, CO, holding the CFP® designation and Series 63 and 66 licenses. He has nine years of industry experience, including multiple roles within Wells Fargo entities and a prior position at Halliburton Energy Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Clinton Knopp is a Series 66-licensed financial advisor with 14 years of industry experience, currently with Ameriprise in Grand Junction, CO since 2022. He previously worked for U.S. Bancorp Investments, Inc. for seven years. Outside of his advisory role, he serves on the Board of Directors for The Pregnancy Center of Grand Junction and coaches a youth cross country running club. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sabrina Honeycutt is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tarry Burkhardt is a financial advisor with LPL Financial in Grand Junction, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Credit Union of Colorado, Sooper Credit Union, Capital Books and Wellness, RoseCap Investment Advisors, and Colorado Mesa University. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Johnson is a CFP® and Series 66-registered financial advisor with Edward Jones in Grand Junction, Colorado, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 advisors.

Elise Ariana Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been providing financial services since 2013. With a background rooted deeply in Colorado as a fifth generation resident, Elise brings a comprehensive understanding of wealth management tailored to the multiple considerations of a client’s financial life. She works closely with clients to develop individualized financial strategies, focusing on their long-term and short-term goals to create well-diversified portfolios. Elise's expertise spans areas such as family wealth management, LGBT wealth planning, philanthropic planning, socially responsible and ESG investing, as well as small business strategies and personal retirement planning. She holds professional designations as an Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA). Her education includes a Bachelor's Degree from the Guildhall School of Music and Drama. In addition to her professional work, Elise is actively involved in her community, participating in organizations like the Grand Junction Symphony Orchestra, Colorado West Estate Planning Council, Delta Egyptian Theater, Grand Junction Symphony Guild, St. Mary's Foundation Estate Planning Council, and Support-A-Soldier. She also pursues personal interests including antiquing, camping, hiking, music, reading, running, traveling, watching movies, writing, and yoga.

Erick Field is a CFP® professional with 25 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Grand Junction, Colorado. Erick is also the Finance Committee Chair and a board member of Mesa County Partners, overseeing income and expenses for the organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Giannone is a financial advisor with Robert W. Baird & Co. in Grand Junction, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Robert W. Baird since 2015. Giannone serves as a board member of the Western Colorado Community Foundation, participating in strategic planning and oversight for the nonprofit organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a range of investment strategies and overlays, alongside municipal advisory and public finance services.

James Gavegan is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2009 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terri Hickman is a financial advisor at LPL Financial with 30 years of industry experience. She has held roles at LPL Financial since 2007 and previously worked at Waddell & Reed from 1999 to 2007. Hickman is a licensed notary in Grand Junction, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.