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 Previously, she was registered as a referral real estate agent, though her license is no longer active.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.

Jordan Austin is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Austin serves as a trustee for Grace Place Church, where he participates in overseeing the nonprofit’s legal and financial matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

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.

Jaclyn Montoya is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her previous roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Montoya serves as an officer on a nonprofit condominium association board in Windsor, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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.

Mc Kenna Adams is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, Mc Kenna held roles at several companies including Grit Foco LLC, Patterson Dental, and Align Technology. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Royse is a CFP® with 11 years of industry experience and has been with Edward Jones since 2015. He is based in Fort Collins, CO, and 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 wide range of investment strategies and affiliated services, operating under a fiduciary standard.

Matthew Sheffield is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fidelity Investments for 11 years. He serves as a board member of the Greeley Rotary Club, where he participates in voting and consulting on organizational matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kevan McNaught is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2010. McNaught serves as a co-trustee for family trusts, including the McNaught Family Trust and the Donald C McNaught Life Insurance Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and diverse investment options.

Jason Maes is an advisor at Edward Jones in Windsor, CO, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience with Empire Today LLC, Restor Colorado LLC, and Story Barns LLC. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.

Keagan Dollard is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Five Rivers Cattle Feeding and EnviroTech Services. Outside of his advisory role, he manages residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Thomas Pilkington is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. His career includes prior roles at Signator Investors, Inc. and his own firm, Tom Pilkington Financial Services. He is also involved as president of Rawah Range Ltd., an entity that processes payroll. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessments to construct diversified portfolios.

Casandra Corbett is a financial advisor at Edward Jones with a Series 66 designation and nine years of experience at the firm. Prior to joining Edward Jones, she worked for eleven years at EnviroTech Services, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Wiggin is a financial advisor with Edward Jones in Greeley, CO, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. 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, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 advisors.

Richard Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns YardSaleTrains.com, an online model train reseller. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Bradley Thompson is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2016 to 2026. Outside of his advisory role, Thompson operates Thompson Wealth Management, LLC, and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to a range of investment platforms and third-party managers. The firm employs quantitative tools and automated processes to construct portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.