Amanda Dillard is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with eight years of industry experience. Prior to her current role, she worked at the Child Trauma and Resilience Assessment Center and the Center for Family and Couple Therapy, and she was affiliated with Colorado State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kari Boxleitner is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her financial advisory role, she is involved in rodeo barrel racing and engages in the purchase and sale of cattle and horses for family use. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliate from 2010 to 2025 and currently operates Tenacity Investment Group alongside his role at LPL. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Hampton Kelsch is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to develop financial plans tailored to their individual goals. Hampton has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, Financial Representative, and now Planning Consultant. His experience within the company has provided him with a comprehensive understanding of client services and financial planning. Outside of his professional work, Hampton engages in activities such as board games, family activities, social events with friends, movies, reading, and traveling.

Robert Johnson is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Purple Mountain Outdoors and Matador Mexican Grill. Outside of advisory work, he is involved with Purple Mountain Outdoors, a media production company focused on outdoorsmanship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ryan Carter is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 66 and Series 63 credentials and nine years of industry experience. He previously worked at AXA Advisors LLC and D.H. Hill Securities, LLLP. Outside of his advisory role, he serves as an emcee for a weekend conference called Herbal Alchemy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a broad nationwide network of advisors and branch offices.

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.

Katherine Pague is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica Advisors since 2015 and previously held a position with Boulder County Housing and Human Resources. Outside of advising, she is also an author. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Michael Rose is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2019, following positions at Hilltop Securities Inc, Bank of Oklahoma, and Morgan Stanley Smith Barney. He serves as a member of the Guthrie Scottish Rite Investment Committee, where he reviews and makes recommendations on budgeting and investments. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Delanie Mc Morris is a financial advisor with Edward Jones in Loveland, CO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones in 2026, Mc Morris worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, N.A. from 2014 to 2026. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Elder is a financial advisor with Thrivent Investment Management in Johnstown, CO, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Professional Financial Specialists, Inc. Outside of advising, he co-owns a social media content business focused on baseball trivia and serves as Assistant Director of Baseball for a local youth sports nonprofit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and a range of planning topics including retirement and estate planning.

Brendon Mc Bride is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Key Investment Services, KeyBank, Community Banks of Colorado, and Wells Fargo. Merrill, along 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.

Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Cynthia Rothman is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 65 and Series 63 licenses with 10 years of industry experience. She previously worked for GreeleyTribune and the Denver Post for 14 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large advisor and branch network as well as additional affiliated capabilities beyond advisory services.

Howard Hissrich is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in Joga Bonito, LLC, a retail and wholesale product business, and serves on the Wings of the Rockies Auxiliary Board, a museum focused on flight and aviation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and modeling tools to support client decision-making.

Gregory Dellinger is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James and its affiliates since 2005. He is also the owner and CEO of Dellinger Wealth Management, a support company serving advisory and brokerage accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Gregory Betsinger is a financial advisor with Edward Jones in Longmont, Colorado. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward D. Jones & Co., L.P. In addition to his advisory role, he oversees a family travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

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.

Sarah Erwin is a Series 66 licensed financial advisor with Edward Jones in Longmont, Colorado, and has 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products, operating under a fiduciary standard.

Bill Hay is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is involved in a lending business based in Windsor, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.