Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Norma Barrandey is a Series 66-licensed financial advisor at Stifel with 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Barrandey also serves as an adjunct professor teaching finance courses at the University of Northern Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and asset allocation methodologies.

Nicholas Kenny is a financial advisor at Edward Jones in Greeley, Colorado, with three years of industry experience. He holds a Series 66 designation and has previously been involved with the Midtown Arts Center, Candlelight Dinner Theatre, and the Greeley Philharmonic Orchestra. Outside of financial advising, he owns and operates Kenny Enterprises, LLC, which creates and hosts trivia events for local businesses and community groups, and serves as treasurer for the Northern Colorado Young Professionals. He was also a guest announcer for the 2024 National Hockey League Alumni Winter Classic game in Aspen, Colorado. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports a nationwide network of financial advisors across more than 15,000 branch offices.

Mickey Speck is a financial advisor with Raymond James Financial who holds a Series 66 license and has 12 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2014 to 2020 and has been affiliated with Raymond James Financial Advisors and the Bank of Colorado since 2020. 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 institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryndi Peif English is a financial advisor at Edward Jones with 13 years of experience. She holds a Series 66 designation and is based in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Jennifer Owens is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. She holds the Series 66 designation and is based in Greeley, Colorado. Outside of her advisory role, Owens serves as secretary and treasurer for HILCLYMBER, Inc., a signage business, where she also participates in board meeting financial reviews. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and data analytics.

Howard Cohen is a financial advisor at Stifel with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2003. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Taylor Gustad serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2026. Prior to this, Taylor progressed through various positions within Fidelity Investments, including Investment Solutions Representative levels I through III from 2021 to 2026. Taylor holds insurance licenses in Arkansas and California. In their professional approach, Taylor emphasizes understanding each client's unique financial situation to develop clear and actionable financial plans. Outside of work, Taylor has interests that include board games, food, playing musical instruments, movies, music, and pets.

Jeremy Harman is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of finance, he is the managing member and owner of H&C Installations LLC in LaSalle, Colorado. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

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.

Stephanie Glassman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Loveland, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

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.

Kevin Flint is a financial advisor with Edward Jones in Loveland, CO, holding CFP® and ChFC® designations and 15 years of industry experience. He has worked at several firms including JPMorgan Securities LLC and JPMorgan Chase Bank before joining Edward Jones in 2019. Outside of his advisory role, he facilitates a peer-to-peer network for Christian business owners in Fort Collins, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Giulia Laplante is a CFP® professional with seven years of industry experience, currently with RBC Wealth Management since 2021. Her prior experience includes roles at Wambolt & Associates LLC and Centric Investment Group Inc. outside of finance, she coaches Taekwondo as an independent contractor. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers.