Linda Newman is a financial advisor with Primerica Advisors in Grand Junction, CO, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with Primerica Advisors since 2009 and has prior work experience at Meijer Stores and Intermountain Healthcare Cardiology. In addition to advisory services, she is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Steven Keeley is a financial advisor at OSAIC with five years of industry experience. His background includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of advisory work, he is involved in property management through his sole proprietorship, Keeley Corp Ltd. OSAIC serves a broad range of retail and institutional clients by offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms to manage portfolios that include a variety of asset classes.

Timothy Glassburn is a financial advisor at Edward Jones in Grand Junction, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Gillespie Carroll LLC, 627 LLP, and 360 Insurance, among other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Erin Blue is a financial advisor with LPL Financial in Grand Junction, CO, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has previously worked at Waddell & Reed Inc. for 21 years and spent a decade with Legend Wealth Management, LLC. Erin served on the HopeWest Hospice Next Gen Board of Directors for eight years and is involved with Blue Crew, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Mark Harris is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His background includes roles at Waddell & Reed, Inc., Pioneer Energy Services, and operating his own business entities. Outside of advisory work, he is involved with Harris Farms, a family farming enterprise. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Larry Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior work includes roles at Western International Securities, Inc. and Financial West Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Daniel Funderburk is a CFP® professional with 16 years of experience, currently serving at Cambridge Investment Research Advisors since 2011. His career includes roles within Cambridge Investment Research, Inc. dating back to 2010. Outside of advisory services, he is an independent insurance agent specializing in life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Amanda Lauderbach is a financial advisor with Raymond James Financial Services Advisors, Inc. in Grand Junction, Colorado, holding a Series 66 designation and five years of industry experience. She has been with Raymond James since 2018 and also works with Bank of Colorado. Prior to her advisory roles, she was involved with Capital Books and Wellness from 2016 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs thorough risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Michael Sandoval is a Series 66 licensed financial advisor with Edward Jones in Grand Junction, Colorado, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at St. Mary's Hospital & Medical Center. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Grant Odelberg is a financial advisor with Ameriprise in Grand Junction, Colorado, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and integrates proprietary investment research and third-party data within a specialized investment universe.

Derald Salaz Jr. is a financial advisor at Edward Jones in Grand Junction, CO, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Outside of finance, he owns Dr. 8 Pool Table Restorations, a business that services and recovers pool tables in the Grand Junction area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services across a large nationwide network of advisors and branch offices.

Peter Kunisch is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crestone Wealth Advisors, High Point Financial Group, Eagle Strategies, and New York Life. Kunisch is a member of multiple LLCs involved in office management and business operations. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across a range of asset classes for discretionary and non-discretionary accounts.

Parker King is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Western International Securities, Inc. and Edward Jones. He serves as a non-profit board member for Bookcliff Country Club. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Zachary Bryant is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Clearing, LPL Financial, and AXA Advisors. Outside of finance, he has been involved with Colorado West Gymnastics since 2014. 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 consulting using analytical tools and supports clients through advisory programs and institutional portfolio management.

Willard Pease is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Grand Junction, Colorado. He has 27 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is a partner in a family oil partnership involved in the collection of oil royalties. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment selections and provides a range of brokerage and advisory solutions.

Kent Shettler is a financial advisor with Raymond James Financial in Grand Junction, CO, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and has been associated with Bank of Colorado since 1988. Shettler also serves as an associate 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 individual and high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Mohrmann is a Series 66-licensed financial advisor with Thrivent Investment Management in Grand Junction, Colorado, bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of finance, he works seasonally in asphalt resurfacing several weekends each summer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining separation between services.

James Roland is a ChFC® credentialed financial advisor with Edward Jones, based in Grand Junction, CO. He has 34 years of industry experience and has worked exclusively with Edward D. Jones & Co., L.P. since 1991. Outside of advising, he engages in freelance photography and writing for publications through his business, JR Photographic. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Kelly Davis is a financial advisor with LPL Financial in Grand Junction, Colorado. Holding a Series 66 license, Davis has six years of industry experience, including prior roles at Waddell & Reed, Inc., before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Kendall Anderson is a financial advisor at Edward Jones in Grand Junction, CO, holding the ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones, Anderson was self-employed for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and extensive branch offices.