Simon Peterson is a financial advisor with Thrivent Investment Management in Loveland, Colorado. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at First Trust Portfolios, Robert W. Baird, Raymond James Financial Services, and Impact Financial Strategies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various planning topics while keeping implementation separate.

John Nicholas III is a financial advisor at Ameriprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Kayton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She operates out of Firestone, CO, and maintains a freelance writing business focused on non-financial content under the pen name Bliss Monday-Friday LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Serena Walker is a financial advisor at Edward Jones in Longmont, CO, with 10 years of experience at the firm and holds a Series 66 designation. She has worked exclusively at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Tonya Moddelmog is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and possessing 15 years of industry experience. She previously worked at Private Client Services LLC and Cornerstone Wealth Management. Outside of her advisory role, she is a partner involved with Sunflower Capital LLC, a real estate-related business based in Fort Collins, Colorado. 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 and financial planning services, utilizing structured planning tools and market modeling to support client goals.

Zachary Rechkemmer is a financial advisor with Edward Jones in Loveland, CO. He holds a Series 66 designation and has been with Edward Jones since 2024. His prior experience includes roles at Arizona State University, Vans, and Ace Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Zuzana Balzerova is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Outside of her advisory role, she owns several rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Robert Flood is a Series 66–registered financial advisor with Edward Jones in Loveland, Colorado, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he is CEO of RSFloodco Enterprises LLC, an LLC involved in potential real estate acquisitions. 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 branches nationwide.

Alexander Eberly is an advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, his work history includes roles in logistics, delivery services, and natural resources management. He also has entrepreneurial experience with Chapters Logistics, LLC and King Courier Service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Craig Swan is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Commonwealth Financial Network and Cetera Wealth Services. Swan also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent professionals, offering a range of portfolio management and advisory solutions tailored to client objectives.

Emma Wilson is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Novant Health for three years and attended Clemson University. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 designations and possessing 26 years of industry experience. His career includes roles at Raymond James Financial, Wells Fargo Investments, and Ameriprise Advisor Services. He also operates Tenacity Investment Group LLC alongside his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

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 at Edward Jones in Loveland, Colorado, with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, with prior experience at AXA Advisors LLC, D.H. Hill Securities, Swan Energy Inc., and The Oil & Gas Asset Clearinghouse II, LLC. Outside of financial advising, he has served as an emcee for weekend conferences in Franklin, Tennessee. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Peter Jochems is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include nine years at National Planning Corporation and ten years leading Jochems Financial Services, Inc. Outside of advising, he pursues art and oil painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools used by its large network of advisors.

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.

Gregory Backhaus is a financial advisor with Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a sole proprietor of a rental property business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.