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.

Richard Keller is a CFP® professional with 27 years of industry experience. He is currently affiliated with Raymond James Financial in Grand Junction, CO. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Keller is also involved as an owner and partner in Kellex WM, LLC and Mt. Garfield Wealth Management Group, companies that support his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to assist clients in implementing recommendations through its advisory programs and other providers.

Charles Wanebo is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wanebo is also involved in managing a financial practice through Mt. Garfield Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and offers specialized services including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Funderburk is a CFP® professional with 14 years of experience at Cambridge Investment Research Advisors in Grand Junction, CO. He is also the owner of J.M. Burk Financial and serves on the board of the St. Mary’s Medical Center Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers tailored strategies through a network of independent financial professionals and utilizes a range of proprietary and third-party investment solutions across multiple platform arrangements.

Jessica Zopf is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at PBS Wealth Management, Mountain West Insurance, and other firms. Outside of financial advising, she is involved in a plasma donation business in Grand Junction, Colorado. 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, pension plans, corporations, and charitable organizations.

Michelle Lawton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2024. Outside of her advisory role, she is the owner of Lawton Family LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work uncommon among large institutional advisors.

Kristen Watson is a financial advisor at Raymond James Financial with two years of industry experience. She holds the Series 66 designation and has prior experience at Wells Fargo Clearing, Edward Jones Investments, and Wells Fargo Bank. In addition to her advisory role, she works as a Client Service Associate and Office Manager at Mt. Garfield Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Dean Unfug is a financial advisor with Ameriprise in Grand Junction, Colorado, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the boards of the Grand Junction Symphony and the Western Colorado Community Foundation and participates in local music performances, including playing banjo and guitar for community and Rotary Club events. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Smith is a financial advisor with Raymond James Financial in Grand Junction, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently manages a book of business as Managing Partner at Mt. Garfield Wealth Management Group LLC, where he is involved in office and staff management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and advisory services supported by advanced analytical tools and maintains unique capabilities in municipal and public finance advisory services.

Kenneth Kline is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors. His prior experience includes six years at Edward Jones. He is involved as an owner and officer of Kline Wealth Management and holds financial advisor roles at Hutton & Kline Wealth Management Group and Oak Crest Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporate and institutional entities. The firm’s approach incorporates tailored, non-discretionary planning supported by advanced analytical tools, with particular capabilities in municipal and public-finance advisory services.

Roy Ness is a financial advisor with Cambridge Investment Research Advisors in Grand Junction, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including 15 years with Cambridge. In addition to his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, including proprietary model strategies and access to third-party managers, with flexible custody and platform arrangements tailored to client objectives.

Joshua Dove is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. His background includes roles at NEXT Financial Group Inc. and Grisier, Bussey and Kaper, CPAs, as well as owning a tax preparation and planning firm, Josh Dove CPA, LLC. He is also involved in managing tax services and fixed insurance product sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and investment options.

Steven Johnson is a Series 66 licensed advisor with Thrivent Investment Management in Grand Junction, CO. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he was involved in other business ventures including Naturals2go from 2023 to 2025. 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 various topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Travis Roth is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and the Bank of Colorado. Outside of his advisory role, he serves as a deacon and trustee for Victory Baptist Church in Montrose, Colorado. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Griggs is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 30 years of industry experience. He has worked with firms including Investment Planning Solutions and Next Financial Group Inc. Outside of advisory services, he also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Charles Bodie is a financial advisor with LPL Financial in Grand Junction, Colorado, holding 35 years of industry experience. He has worked with LPL Financial since 2007 and previously held roles at MSI Financial Services and MetLife Investment Fund Services. Bodie is also associated with Grand River Financial Partners, LLC, an investment-related business connected to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.