William Reed is a financial advisor with LPL Financial in Grand Junction, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he owns a photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for 15 years before joining Raymond James in 2021. Outside of his advisory role, he is co-owner of Hutton and Kline Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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 bringing 27 years of industry experience. She worked at Merrill from 2016 to 2018 before joining LPL Financial in 2018. Outside of her advisory role, she serves as a co-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, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of portfolio management strategies and research resources.

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 in Grand Junction, Colorado, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been affiliated with LPL Financial since 2008, concurrently managing Western Wealth Management, LLC since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, with both discretionary and non-discretionary management, supported by research from internal and third-party sources.

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 CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Financial and has held previous roles at firms including Legend Wealth Management and Waddell & Reed. Reed is also involved in business ventures outside of traditional wealth management, including Coloreedo Promotions and the St Marys Foundation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

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 based in Grand Junction. 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. Kenneth holds the Personal Investment Advisor (PIA) designation and focuses on client areas including college education planning, liquidity management, managing new wealth, portfolio management services, and retirement income. A native of Grand Junction, Kenneth attended Central High School and earned an Associate's Degree from New Mexico Junior College followed by a Bachelor's Degree in History from Mesa State College (now Colorado Mesa University), where he was a member of the baseball team. Prior to entering finance, he was a teacher and baseball coach at Central High School. Outside of his professional role, Kenneth remains involved in baseball through coaching his son's travel baseball team, the Grand Junction Trojans, and participating in the JUCO World Series Tournament Committee. He 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 and Sooper Credit Union, as well as experience with Capital Books and Wellness and Colorado Mesa University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

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.