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 10 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Peter Jochems is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for nine years. Outside of advising, he pursues oil painting and serves as a 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, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

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 and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at Ameriprise and Ameriprise Financial Services, Inc. He operates in Greeley, Colorado, and maintains a side business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, incorporating model portfolios and research from both internal and third-party sources.

Deborah Cook is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

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.

Randall Hooker is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Wells Fargo from 2016 to 2021 before joining Edward Jones, where he has been since 2021. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Lisa Gemaehlich is a financial advisor with Edward Jones in Johnstown, CO, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Sengled, USA and AT&T. Outside of her advisory role, she is involved with the Girl Scouts as a troop co-leader and sales manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various regional banks. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Robert Hubbard is a financial advisor with LPL Financial, holding a Series 66 designation and based in Greeley, Colorado. He has one year of industry experience and previously worked in education at several institutions including Colorado State University and local schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.