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Aaron Jocson is a registered representative with J.p. Morgan Securities LLC, located in LONGMONT, CO. Aaron holds the Series 6TO and SIE licenses and is registered in Colorado. Aaron has been in the industry since June 17, 2024.

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Adam Robinson is a financial advisor at Commonwealth Financial Network, a firm located in Waltham, MA. Adam has been in the financial industry since 1994. Adam provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and publication of periodicals. Previously, Adam has been registered with LINSCO/PRIVATE LEDGER CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Adam is licensed in the following states: California, Colorado, Kansas, Louisiana, Missouri, New York, Texas, and Washington.

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Alexandria Rushford is a financial advisor affiliated with LPL Financial LLC. Alexandria has been in the industry for over a year and is registered with FINRA and the states of Arizona, California, and Colorado. Alexandria's areas of expertise include providing financial planning, portfolio management for businesses and individuals, and consulting services. Alexandria holds the Series 63, Series 7TO, and SIE exams. Alexandria was previously employed with GVC Capital LLC and Edward Jones.

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Belinda Ayala is a registered representative with Key Investment Services LLC. Belinda has been in the industry since 2020 and holds the Series 63, Series 6TO and SIE licenses. Belinda is registered with the state of Colorado and California. Key Investment Services LLC is a firm based in Brooklyn, Ohio. The firm has over 1000 employees and manages over $4 Billion in assets. The firm provides investment services to a variety of clients, including individuals, corporations, pension plans, and charitable organizations.

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Billy Funderburk is a financial advisor with LPL Financial LLC. Billy has been in the financial services industry since May 2007 and has a Series 7 and 66 license. Billy provides financial planning services for individuals, businesses, and retirement plans. Billy also offers consulting and other non-discretionary advisory services. Billy is a Certified Financial Planner and is registered to provide financial services in Colorado and Texas.

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Billy N. Stone is a financial advisor with Edward Jones. Billy has been in the industry since February 1997. Billy is licensed in 38 states and has held a Series 7 and Series 63 licenses since 1997. Billy has a Series 66 license and a SIE license. Billy also holds the Chartered Financial Consultant designation. Billy is based out of Longmont, Colorado.

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Bradley Atkinson is a financial advisor registered with Edward Jones and has been in the industry since March 21, 2013. Bradley is currently registered with Edward Jones in Colorado and Texas and holds Series 7, Series 66 and SIE licenses. Bradley is also registered as an Investment Advisor Representative in Colorado.

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Brian Harper is a financial advisor at Inlight Wealth. Brian Harper has been in the industry since December 1999 and has experience in a number of different areas, including portfolio management, financial planning, and selection of other advisors. Brian Harper has been registered with the state of Colorado since October 2020. Inlight Wealth is a financial advisory firm that provides a range of services to individuals and businesses. Inlight Wealth is headquartered in Atlanta, Georgia and has offices in Longmont, Colorado.

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Cassie Allred is a financial professional with experience in the financial services industry. Cassie currently holds a Series 7, Series 63 and Series 66 licenses and is registered to sell securities in California and Colorado. Cassie is associated with Wells Fargo Clearing Services, LLC. Previously, Cassie was with TIAA-CREF Individual & Institutional Services, LLC. Cassie is a dedicated professional who is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Cherie Turner is a financial advisor based in Longmont, Colorado. Cherie has been working in the financial industry since 2008, most recently with Cambridge Investment Research Advisors, Inc. Cherie is registered to provide investment advice in California and Colorado. Cherie is also a Registered Representative, registered with Cambridge Investment Research, Inc. and the Financial Industry Regulatory Authority (FINRA). Cherie previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC.

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