Steven Dale is a financial advisor at Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2025, he worked at i3 Verticals for five years and ImageSoft, Inc for fourteen years. He is also a limited investor in Evo, an outdoor sports sales business based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Julie Wensing is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Morgan is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.