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 affiliated with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience and has worked at firms including Cornerstone Wealth Management, LLC, and Global Retirement Partners, LLC. Price is involved with multiple business entities related to investment advisory services and insurance. 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 advisors. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

K. Green is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. They have been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.

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 one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions in human services and nonprofit organizations prior to his current role. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating 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.

Shawna Bonner is a financial advisor at Cetera with 32 years of industry experience. She holds the Series 66 designation and has previously worked at VOYA Financial Advisors, Mosaic, and operates Innovative Asset Solutions. Outside of her advisory work, she volunteers with the Kiwanis Club, assisting with fundraising for children's charities, and serves as an ambassador for the City of Grand Junction, helping tourists and residents with local inquiries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management through a multi-manager platform that includes proprietary and third-party model portfolios, automated allocations, and bespoke strategies.

Jonathan Builteman is a financial advisor at Edward Jones in Grand Junction, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked for the City of Grand Junction for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.

Rand Speas is a financial advisor with Edward Jones in Grand Junction, Colorado, holding a Series 66 credential and 17 years of industry experience. He previously worked at Farmers Financial Solutions for 16 years and has been self-employed since 2007. Outside of his advisory work, he manages rental properties in Fruita, 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 strategies, supported by a large network of financial advisors and branch offices across the country.