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Michelle R

Series 66

Monte Vista, CO

Edward Jones

Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christine S

Series 66

Del Norte, CO

Raymond James Financial

Christine Shahan is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services since 2014. Prior to that, she worked at The First National Bank of Ballinger starting in 2012. 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, pension and profit-sharing plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports both individual and institutional investing through a broad network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Loren W

Series 66

Alamosa, CO

Edward Jones

Loren Wright is a financial advisor with Edward Jones in Alamosa, Colorado. He holds a Series 66 designation and has 16 years of industry experience, having been with Edward Jones since 2009. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Codie V

Series 66

Alamosa, CO

Edward Jones

Codie Van Treese is a financial advisor with Edward Jones in Alamosa, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Van Treese worked at Eldon James Corp. and Hamskea Archery Solutions. 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 advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Retired Founder/Business Owner Executive
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Tyler K

Series 66

Monte Vista, CO

Edward Jones

Tyler Keck is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tata Chemicals (Soda Ash) Partners starting in 2014. Outside of his advisory role, he is involved in a retail furniture sales business, Alamosa Home LLC, based in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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Michael W

Series 66

Alamosa, CO

Edward Jones

Michael Wright is a financial advisor at Edward Jones in Alamosa, Colorado, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at City Market for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors. The firm operates under a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
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Robert M

Series 66

Del Norte, CO

Edward Jones

Robert Mc Connell IV is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role since 2014. His credentials include a Series 66 license. Outside of his advisory work, he owns a rental property in Del Norte, Colorado. 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 and investment strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samantha B

Series 66

Alamosa, CO

LPL Financial

Samantha Brookes is a financial advisor with LPL Financial in Alamosa, Colorado, holding a Series 66 designation and six years of industry experience. Her career includes roles at LPL Financial Services and Wells Financial Services. Outside of advisory work, she is involved with the Alamosa Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management strategies and advisor support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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