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Mitchell B
Series 66
Delta, CO
Edward Jones
Mitchell Bramlage is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, following a 12-year tenure at Walgreens. Outside of advisory work, he has involvement in a business related to oil residue in Houston, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.
Rhoda H
Series 66
Montrose, CO
Thrivent Investment Management
Rhoda Hannenberg is a financial advisor at Thrivent Investment Management with Series 66 credentials and three years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2022. Outside of her advisory role, she serves on the boards of the San Juan Christian Home Educators and the Valley Symphony Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary portfolio management or institutional mandates.
Beth F
Series 63, Series 65
Austin, CO
OSAIC
Beth French is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and SECURITIES AMERICA, Inc., serving in various roles over a combined 10-year period. Outside of her advisory work, she plays piano for the Presbyterian Church of Delta and provides notary services to clients and family members. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple platforms, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and supports both proprietary and third-party managed account solutions.
Christian R
Series 63, Series 66
Montrose, CO
Edward Jones
Christian Reichmann is a financial advisor with Edward Jones in Montrose, Colorado, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2014. Reichmann serves as a board member and secretary of the Montrose Community Foundation, a local charitable organization that manages funds and provides grants to nonprofits. 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 and investment solutions, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
Callene N
Series 66
Delta, CO
Edward Jones
Callene Norell is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 credential and seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Ariat International for two years. Outside of her advisory role, she is a co-owner of H Bar X Trucking, a transportation business. 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 options supported by a large nationwide network of financial advisors and branches.
Jennifer C
Series 66
Delta, CO
Edward Jones
Jennifer Cross is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was involved with The Real Estate Store and owns Centaur Business Solutions, a marketing and consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Amethyst R
Series 66
Delta, CO
LPL Financial
Amethyst Roth is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2026, Roth worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for seven years and at Capital Financial Services, Inc. for three years. Outside of advisory work, Roth owns Roth Family Wealth Management LLC and serves as a notary. 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 portfolios, third-party asset management, and institutional platforms.
Renae C
Series 66
Delta, CO
Cetera
Renae Coffman is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes a 12-year tenure at Edward Jones and she has managed her own entity, Renae Coffman Wealth Management Group, LLC, since 2020. Outside of finance, she is involved in horse training and sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management.
Paul M
Series 66
Montrose, CO
Edward Jones
Paul Magnani is a Series 66-licensed financial advisor with Edward Jones in Montrose, Colorado, where he has worked since 2018. He has seven years of industry experience, including a prior ten-year career at MBC Broadcasting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Dylan B
Series 66
Delta, CO
Edward Jones
Dylan Bramlage is a financial advisor at Edward Jones in Delta, Colorado, holding a Series 66 license with one year of industry experience. His prior roles include positions at Vectra Bank Colorado and High Noon Solar, along with experience in education at Colorado Mesa University and Fruita Monument High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, manages approximately $1.01 trillion in assets, and supports its services through a large nationwide network of financial advisors and branch offices.
Alexandra G
Series 66
Montrose, CO
Edward Jones
Alexandra Gerken is a financial advisor with Edward Jones in Montrose, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in marketing and nonprofit services and has a long-term association with Slipstream Inc. Gerken owns an organic farm in Montrose. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.
Nadin L
CFP®, Series 66
Montrose, CO
Edward Jones
Nadin Lenz is a CFP® and Series 66-registered financial advisor with Edward Jones in Montrose, Colorado, with eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Wells Fargo and was affiliated with Colorado Mesa University. Outside of her advisory role, she has experience in managing rental real estate. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.
Kimberly F
Series 66
Delta, CO
Merrill
Kimberly Fox is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 1997, including a role at Bank of America since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
Laurie M
Series 66
Olathe, CO
Cambridge Investment Research Advisors
Laurie Montagne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. She has been with Cambridge Investment Research Advisors since 2019 and is also involved with Custom Homes and More, Glass Doctor, and W Church Financial. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.
Connor K
Series 66
Montrose, CO
Edward Jones
Connor King is a financial advisor at Edward Jones in Montrose, Colorado, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at MDC Holdings and Taylor Morrison. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
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