Howard Hissrich is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in Joga Bonito, LLC, a retail and wholesale product business, and serves on the Wings of the Rockies Auxiliary Board, a museum focused on flight and aviation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and modeling tools to support client decision-making.

Gregory Dellinger is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James and its affiliates since 2005. He is also the owner and CEO of Dellinger Wealth Management, a support company serving advisory and brokerage accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Gregory Betsinger is a financial advisor with Edward Jones in Longmont, Colorado. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward D. Jones & Co., L.P. In addition to his advisory role, he oversees a family travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Christopher Staples is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2025. His prior experience includes multiple roles at Navigation Wealth Management, Inc. and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and custody platforms.

Randall Hooker is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Wells Fargo from 2016 to 2021 before joining Edward Jones, where he has been since 2021. He holds the Series 66 designation. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Erwin is a Series 66 licensed financial advisor with Edward Jones in Longmont, Colorado, and has 16 years of industry experience. She has been with Edward Jones since 2016. 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. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products, operating under a fiduciary standard.

Debra Schilling is an advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 registrations and has worked with firms including Waddell & Reed and Team Schilling. Schilling is based in Fort Collins, 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of portfolio management strategies and research resources.

Michael Boyles is a Series 66-licensed financial advisor with Edward Jones in Greeley, Colorado, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a foster care caregiver in Windsor, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Bobby Giles Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at USAA Financial Planning Services and related entities for nine years and was self-employed from 2018 to 2020. Outside of his advisory role, he is also licensed as a commercial pilot and intends to work occasionally in that capacity. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Bill Hay is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is involved in a lending business based in Windsor, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

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.

Ashley Shipp is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked in various roles at Raymond James Financial Services Inc. and Bank of Colorado. Outside of advising, she is also employed as an associate at Bank of Colorado Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and consultative approaches, supported by analytical tools and a broad advisor network.

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.

Dayna Hazlewood is a Series 66-registered financial advisor with Edward Jones in Greeley, CO, with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Vision Specialists LLC and Pearle Vision. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Dawn Strohecker is a Series 66-licensed financial advisor with Edward Jones in Greeley, Colorado, bringing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns rental property in Evans, 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

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.