Dayna Hazlewood

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Greeley, CO 80634

Credentials

Series 66

Industry experience

2 years

Expertise

Business ownership considerations General estate planning guidance Wealth management General retirement planning

Occupation focus

Founder/Business Owner Doctor or Medical Professional

Work history

Edward Jones

2023 - Present (3 years)

Unemployed

2023 - 2023 (1 year)

Pearle Vision

2022 - 2023 (1 year)

Vision Specialists LLC

2019 - 2022 (3 years)

Unemployed

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Cory K

Series 66

Fort Collins, CO

Merrill

Cory Kozisek is Senior Resident Director at Merrill's Northern Colorado office, where he combines his responsibilities as a wealth advisor and office manager. He has been with Merrill Lynch Wealth Management since 2016, following six years at Wells Fargo Advisors and earlier roles with Key Investment Services. With nearly 18 years in the financial industry, Cory leverages his experience to support clients in building and sustaining successful retirement plans and managing complex wealth management strategies. Cory holds a bachelor’s degree in economics from Colorado State University and maintains professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). His expertise encompasses liquidity management, personal retirement planning, portfolio management services, and retirement income strategies. Prior to focusing on wealth advising, he also gained experience as a personal banker and bank branch manager. Outside of his professional role, Cory dedicates much of his time to his wife and four daughters. His personal interests include fishing, fitness, biking, hunting, table tennis, traveling, and supporting the Denver Broncos. He is also involved in the community through Rapids Youth Soccer.

Wealth management General retirement planning Retirement income strategy Income planning

Robert F

Series 66

Loveland, CO

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Government Employee Engineering Professional Founder/Business Owner

Gabriel M

Series 66

Fort Collins, CO

Merrill

Gabriel Mecham is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gabriel holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He attended Brigham Young University - Idaho and completed high school at Red Mountain High School. Gabriel communicates with clients in both English and Spanish to support their financial planning needs.

General retirement planning Wealth management

Kim L

Series 63, Series 66

Greeley, CO

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management

Alec T

Series 63, Series 66

Fort Collins, CO

Fidelity

Alec Thompson is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2022 as a Customer Relationship Advocate, progressed to Investment Consultant in 2023, and advanced to his current role in 2025. Throughout his tenure at Fidelity Investments, Alec has gained experience in financial planning and investment consulting. Alec's professional focus is on assisting individuals and families in making informed decisions about their financial future. His approach centers on guiding clients through the financial planning process to help them achieve their goals. Outside of his professional work, Alec enjoys outdoor activities such as baseball, camping, fishing, hiking, outdoor adventures, and snowboarding.

Wealth management

Tyler W

CFP®, Series 66

Eaton, CO

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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