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.

William Reed is a financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Clearing for eight years and has experience in the restaurant industry and higher education. Outside of advising, he owns Cody Reed Photography, a business established in 2019. 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.

Candice Walton is a financial advisor with Ameriprise in Grand Junction, Colorado, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she is involved in recreational storage and farm land management businesses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement solutions while emphasizing the use of Ameriprise-managed accounts.

David Hutton is a CFP®-certified financial advisor with 20 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021, following 15 years at Edward Jones. Outside of his advisory role, he co-owns Hutton and Kline Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors across various advisory programs.

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.

William Hungerford Jr. is a financial advisor at Edward Jones in Fruita, CO, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, nA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

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.