John Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Ameriprise Financial Services, American Enterprise Investment Services, and MetLife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Samantha White is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. She has worked at several firms including Avantax Advisory Services and West Ridge Financial Services LLC. Outside of her advisory role, she owns and operates a bookkeeping and tax preparation business and serves as treasurer for a local city council campaign. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jorge Gutierrez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Wells Fargo and Bank of America, as well as positions outside the financial industry in automotive and education sectors. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Craig Conner is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Ameriprise, Ameriprise Financial Services INC, J.P. Morgan Securities, and JPMorgan Chase Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide 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 from LPL and third-party subadvisors.

Aaron Grosul is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Windsor, CO. Outside of his advisory role, he owns a vacation rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets.

Jenny Mcconnaughay is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and two years of industry experience. She has been affiliated with Primerica Financial Services since 2015 and also has worked as a homemaker. In addition to advisory work, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by third parties and supports its advisory services with custodial and trade execution partners.

Lucas Cirbo is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary White is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with 15 years of industry experience. Prior to joining Edward Jones, she spent 13 years at J.P. Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Karlee Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked within Wells Fargo entities since 2012, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kyle Pope is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Western Sky Energy Partners, 1776 Energy Services, and Covenant Testing Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Walter Maasch is a CFP® professional with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise, Great Western Bank, Premier Mortgage Group/Cherry Creek Mortgage, and JPMorgan Chase. Maasch also holds a notary commission in Colorado. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported portfolio strategies and advanced technology integration.

Kelly Daniel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. He is also appointed to sell outside network insurance products. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Maryann Ruck is a financial advisor at LPL Financial with 23 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at LPL Financial since 2009. Outside of her advisory role, she leads a monthly Second Saturday Divorce Workshop and is involved in activities related to certified divorce financial analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 branch offices nationwide.

Lindsey Stonemets Leaf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. She has concurrently worked with First Investments and Planning and First National Bank of Omaha, where she serves as a financial advisor and customer support representative. Lindsey is also involved with the Mountain View Skating Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Timme is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Ameriprise Financial Services from 2012 to 2025. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced technologies such as machine learning.

Elizabeth Calzolari is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Bank of America, Thrivent Financial, Edward Jones, and nearly two decades at Block Advisors. She serves on the budget committee for Guardian Angels Catholic Church in Mead, Colorado. Merrill, together 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.

Andrea Lechman is a financial advisor at Edward Jones in Windsor, CO, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2021, she worked in real estate with K Adams Re/Max Alliance for nine years and was employed in roles as a house cleaner and with the Guttersen Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Tabetha Mc Ginnis is a financial advisor with Edward Jones in Windsor, CO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a consultant for Mary Kay beauty products, primarily for personal use within her family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.