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Lindsay M
Series 66
Rifle, CO
Edward Jones
Lindsay Maglione is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to returning to Edward Jones in 2023, Lindsay worked at Epic Custom Glass and Salt, gaining experience in both financial and entrepreneurial roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network along with affiliated financial services.
Zachary M
CFP®, ChFC®, Series 66
New Castle, CO
OSAIC
Zachary Meissner is a financial advisor with OSAIC, holding CFP® and ChFC® designations and the Series 66 license, with 18 years of industry experience. He has worked at Pacific Capital Resource Group since 2008 and has been with OSAIC since 2020. Outside of advisory roles, he serves as Treasurer on the Board of Trustees for the Mariner's Cove Beach Club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.
James F
Series 63, Series 65
Rifle, CO
Cambridge Investment Research Advisors
James Finkle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.
Daniel S
Series 66
New Castle, CO
Edward Jones
Daniel Snow is a financial advisor at Edward Jones in New Castle, Colorado, with three years of industry experience. He holds a Series 66 designation and previously worked for eight years at Bloedorn Lumber before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.
Nathaniel W
Series 66
Rifle, CO
Edward Jones
Nathaniel Walsh is a financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked at Ghent Chevrolet and Colorado Cultivars. Outside of his advisory role, he co-owns a cattle ranch in Meeker, Colorado, where his family manages day-to-day operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and tax-efficient services through a nationwide network of more than 23,000 financial advisors.
Nicole R
Series 66
Rifle, CO
Edward Jones
Nicole Randall is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she has provided personal care services, including assistance with daily living activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.
Blaine F
Series 63, Series 66
Rifle, CO
Raymond James Financial
Blaine Franklin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he spent 24 years at Edward D. Jones & Co. He is involved in agricultural activities through the Franklin Cattle Company, assisting with family ranching on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal finance work and specialized advisory programs.
Molly M
Series 63, Series 65
New Castle, CO
Cambridge Investment Research Advisors
Molly Mc Mahon is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Strategic Wealth Design, Cambridge Investment Research Inc., and Wealth By Design. Outside of her advisory role, she is a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing various portfolio management strategies tailored to client objectives.
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