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Shawna B
Series 66
Grand Junction, CO
Cetera
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 B
Series 66
Grand Junction, CO
Edward Jones
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 S
Series 66
Grand Junction, CO
Edward Jones
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.
Clare S
Series 66
Grand Junction, CO
LPL Financial
Clare Swindell is an advisor with LPL Financial in Grand Junction, CO, holding a Series 66 designation. Clare has been with LPL Financial since 2026 and previously worked with Logic Wealth Strategies, a DBA for LPL Business, beginning in 2023. Outside of financial services, Clare has experience in the hospitality industry, including a role at Goat and Clover Tavern. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.
Travis T
Series 63, Series 66
Grand Junction, CO
Edward Jones
Travis Tuma is a financial advisor with Edward Jones in Grand Junction, Colorado, holding Series 63 and Series 66 designations and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a broad range of advisory solutions through a large network of financial advisors and branch offices nationwide.
Garret P
Series 65, Series 63
Grand Junction, CO
Raymond James Financial
Garret Peterman is a financial advisor with Raymond James Financial in Grand Junction, CO, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing and Ameriprise. He is associated with Mt. Garfield Wealth Management Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, providing non-discretionary services tailored to client goals through analytical and risk-profiling tools. The firm also supports municipal and public finance work and offers specialized advisory programs, including SIMPLE IRA Employer Advisory & Consulting Services.
David H
Series 63, Series 65
Grand Junction, CO
Wells Fargo Clearing
David Hansen is a financial advisor with Wells Fargo Clearing in Grand Junction, CO, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at Wells Fargo Bank, CUNA Brokerage Services, United Parcel Service, and Foresters Financial. 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 a range of brokerage and advisory solutions supported by research and analytics.
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