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 in various roles at Raymond James Financial Services Inc. and Bank of Colorado. Outside of advising, she is also employed as an associate at Bank of Colorado Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and consultative approaches, supported by analytical tools and a broad advisor network.

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.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. 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 covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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 with Stifel in Greeley, Colorado, holding the Series 63, Series 65, and Series 66 designations and five years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and self-employment prior to joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Welling is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to his financial career, he was affiliated with Emory University and River Hill High School. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its financial planning process.

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.

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.

Cody O'Malley is a CFP® professional with eight years of industry experience, currently affiliated with Fidelity Investments. His prior work includes roles at DPL Financial Partners, The Leaders Group, Jackson National Life Distributors, and Edgewater Beach and Cabana Club. Outside of his advisory work, he serves as an assistant wrestling coach at Timnath Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides discretionary and non-discretionary advisory services, often incorporating algorithmic portfolio construction and oversight of affiliated sub-advisers.

Jeremiah Mackmiller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Morgan Stanley since 2018. Outside of his advisory role, he is a silent partner in a medical device company, VRRX Holdings LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

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.

Ryan Moore is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Barrios is a financial advisor at Morgan Stanley in Loveland, Colorado. He holds a Series 66 designation and has experience working at Elevations Credit Union and The Cheesecake Factory prior to joining Morgan Stanley. Barrios has been with Morgan Stanley since 2025. 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, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

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.