Kelly Purdum is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms, including Merrill and Northwestern Mutual Investment Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Douglas O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Insurance Company. He is involved in insurance sales and management, serving as General Manager for Futurity First Insurance Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to various investment products and third-party managed accounts.

Saman Asrari is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with First Investments & Planning since 2019 and has held advisory roles at Raymond James Financial Services Advisors, Inc., and First National Bank since 2018. Outside of advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work, along with advisory programs that incorporate evolving technologies.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Blandford is a financial advisor with Thrivent Investment Management in Greeley, Colorado, holding a Series 66 designation and having 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations on various financial topics and the option to combine planning with managed-account services under a consolidated billing program.

Thomas Hodges is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2008. He has 17 years of industry experience and is based in Greeley, CO. Outside of his advisory work, he owns a rental property in Johnstown, CO, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Kyle De Bord is a financial advisor at Edward Jones in Greeley, Colorado, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he is involved with commercial rental properties through ownership and membership in related entities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Randee Cook is a CFP®-credentialed financial advisor with 42 years of industry experience. She is currently with OSAIC and previously worked at Strategic Financial Management, Inc. and LPL Financial. Cook also serves as a notary public and acts as a personal representative and trustee for family estates. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, portfolio management, and access to third-party money managers using advanced asset-allocation tools and risk analysis.

Gloria Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Wells Fargo Bank, and Canvas Credit Union. Outside of her advisory work, she is an owner and landlord of a residential real estate property through Rodz Real Estate LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Shayla Hoff is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and over 10 years of industry experience. She has worked at Raymond James and Bank of Colorado in various capacities since 2013, including serving as an Operations Manager. Hoff combines roles within both firms, reflecting a background in investment services and operations management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and emphasizes municipal and public-finance advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

James O'Neal is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Before joining LPL Financial in 2017, he worked for National Planning Corporation from 2009 to 2017. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management across its offerings.

Rachel Congleton is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones and Wealth Strategies. Outside of advising, she has had involvement with entities such as Cultivating Hope DBA Hope Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Martin is a financial advisor with Edward Jones in Greeley, Colorado, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Kinsale Properties Inc. for ten years. 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 and investment solutions through a nationwide network of over 23,000 financial advisors.

Donald Yohon is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2003 and previously at A.L. Williams/First American Securities beginning in 1986. Based in Greeley, CO, Yohon has a longstanding career in financial services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kory Miller is a financial advisor with LPL Financial in Greeley, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. 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, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.