Ryan Ahlstrom is a financial advisor with Ameriprise in Grand Junction, CO, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets and combines research-driven, algorithm-assisted recommendations with personalized advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Price is a financial advisor with LPL Financial in Grand Junction, Colorado, holding a Series 66 designation and 23 years of industry experience. He has worked with several firms, including Global Retirement Partners, LLC and Cornerstone Wealth Management, LLC. Price is involved in multiple business activities, including operating Global Retirement Partners, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, combining scale and breadth of services with access to advanced research and operational tools.

Ryan Ellington is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Julie Scholes is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2007. Outside of her advisory role, she serves as corporate secretary for a family-owned oilfield consulting business in Grand Junction, Colorado. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Charles Poland is a financial advisor at Edward Jones in Grand Junction, Colorado, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Edward Jones since 2000. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Higgins is a financial advisor with Ameriprise in Grand Junction, Colorado, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and integrates algorithmic automation alongside research and modeling to deliver tailored retirement advice.

Ryan Mizushima is a financial advisor with Edward Jones in Grand Junction, CO, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he owns a restaurant in Fruita, CO, and a family entertainment center in Grand Junction. 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 national network of financial advisors and branch offices.

Kylee Lawyer is a financial advisor at Raymond James Financial with a Series 66 credential and less than one year of industry experience. Prior to joining Raymond James, she worked at Edward Jones, Timberline Bank, and held various roles at Colorado Mesa University. She has also been involved with community activities including local aquatics and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice through a broad advisor network and supports municipal and public finance work uncommon among large institutional advisors.

K. Green is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. Prior to joining LPL Financial in 2011, Green worked at Merrill for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Linda Mendenhall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing for 16 years. Outside of her advisory work, she owns and operates a small vineyard cultivating Merlot and Cabernet grapes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports a broad advisor network with advanced analytical tools and specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Bradley Feldhaus is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at New York Life, Eagle Strategies, High Point Financial Group, and Crestone Wealth Advisors. He serves on the board of HopeWest, a nonprofit organization involved in governance and fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Shaun Burns is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Halliburton for sixteen years. He holds a Series 66 designation. Outside of his advisory role, he is the sole member of a real estate holding LLC that manages a rental property in Palisade, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Travis Mullenix is a financial advisor with Edward Jones in Grand Junction, CO, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, all with Edward Jones since 2014. Outside of advising, he is involved in managing several rental properties alongside his wife. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Alex Maher is a financial advisor with Robert W. Baird & Co. in Grand Junction, Colorado, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Knowles Enterprises LLC before joining Baird in 2022. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and managers to address diverse client goals and risk tolerances.

Cynthia Graves is a financial advisor at Edward Jones in Grand Junction, CO, holding a Series 66 designation with four years of industry experience. She previously worked with the Girl Scouts of Colorado for ten years. Outside of her advisory role, Cynthia serves as Vice President of a local Business Networking International chapter, where she leads membership efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Assaf Shpigel is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameriprise since 2003, including 15 years at Ameriprise Financial Services, Inc. He is the owner of IDFIDC, LLC, a legal entity that supports his practice operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a structured product ecosystem.

Nathan Medina is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to joining Edward Jones, Medina's background includes roles in human services and nonprofit organizations such as The Arc Mesa County and Larimer County Human Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

William Diaz is a financial advisor with Edward Jones in Grand Junction, CO, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Northwestern Cathodic and Anode Systems Company. Outside of his advisory role, Diaz serves as an assistant coach at Redlands Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and affiliated investment products.

Kendra Swanson is a Senior Financial Advisor at Swanson & Associates, affiliated with Merrill Lynch Wealth Management. She has been focused on developing customized wealth management plans since 2002 and has progressed from an intern to her current senior role. Kendra studied accounting, finance, and economics at Adams State College and Colorado Mesa University. She holds Series 7 and Series 66 FINRA registrations and earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, alongside the Personal Investment Advisor (PIA) credential. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and serving specific client needs such as women and wealth. Born in Florida, Kendra relocated to Colorado as a teenager and currently lives in Grand Junction with her husband and two sons. Outside of her professional role, she volunteers at her children's school and enjoys activities such as watching baseball, working out, and cooking.

Trent Sides is a financial advisor with Wells Fargo Clearing in Grand Junction, CO, holding a Series 66 designation and five years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Trent occasionally referees youth and high school basketball games in the Denver area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.