Lisa Gemaehlich is a financial advisor with Edward Jones in Johnstown, CO, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Sengled, USA and AT&T. Outside of her advisory role, she is involved with the Girl Scouts as a troop co-leader and sales manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Deatherage is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Stifel Nicolaus, JPMorgan Chase Bank, and several other financial firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Haley Lee is a CFP®-designated financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial, she worked at firms including Jackson National Life Distributors and operated The Annotation Station. Lee has experience in diverse roles across the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Judith Meduna is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Edward Jones from 2017 to 2026 and has a background in education and massage therapy. She has also assisted children with special needs in the St. Vrain Valley School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Joseph Vidal is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 14 years of industry experience, including 16 years at Wells Fargo and current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Vidal also has a longstanding independent business, DBA Fifth Part, which he has operated for 20 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Katherine Miller is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on a percentage-based, tiered wrap fee structure.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ysabelle Haggard is a financial advisor at Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Edward Jones since 2017. Previously, she was registered as a referral real estate agent, though her license is no longer active. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Jordan Austin is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Austin serves as a trustee for Grace Place Church, where he participates in overseeing the nonprofit’s legal and financial matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Angela Buttner is a financial advisor with Charles Schwab in Berthoud, Colorado, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and cash-sweep services.

Elizabeth Bleidt is a CFP® professional with 15 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Charles Schwab and Charles Schwab Bank from 2011 to 2017. Elizabeth is based in Longmont, CO. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elizabeth Yenni is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Northwestern Mutual and has held various roles including an independent contracting position with Clear River Consulting, where she supports clean energy and community environmental projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority.

Samuel Rosis is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2016, apart from a brief period of unemployment in 2016. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Emma Hanson is a financial advisor at Primerica Advisors with a Series 65 designation and one year of industry experience. Prior to her current role, she was involved in several entrepreneurial ventures including Hanson Coffee and Owl Canyon Coffee. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and uses model-delivery strategies managed by unaffiliated asset managers.

Edward Chance is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at American Furniture Warehouse for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jason Welling is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 license and five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory career, he was affiliated with Emory University and River Hill High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support its financial planning process.

Eric Iserman is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Symmetry Financial Group and E-Valuations LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without managing client portfolios directly. Their services can be combined with managed accounts through a consolidated billing option called “WealthPlan.”

Jeffrey Berg is a financial advisor with Wells Fargo Clearing in Longmont, Colorado, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Cambridge Investment Research Advisors, and Money Concepts Capital Corp. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jaclyn Montoya is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her previous roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Montoya serves as an officer on a nonprofit condominium association board in Windsor, CO. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jeffery Mere is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan administration.