Joshua Walker is a financial advisor with Edward Jones in Longmont, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Edward Jones since 2010. Outside of his advisory work, he serves as a pastor at Hygiene United Methodist Church and Longs Peak United Methodist Church, where he is involved in preaching, worship, and small group leadership. 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 offers a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Robert Tressler II is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at Robinhood Markets, J.P. Morgan Securities, and Merrill Edge. Outside of his advisory work, he owns two YouTube channels where he creates content reviewing non-alcoholic products and conducts research and development related to property management and banking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Ty Dannenbring is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his financial career, he worked at Buhl's Dry Cleaners. Outside of his advisory role, he serves on the Financial Advisory Committee at The Crossing Church in Fort Collins, assisting with financial oversight. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Frank Castro is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Jerry Turner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Turner is also the owner of MainStay Advisors, LLC and MainStay Advisors Exit Planning, where he focuses on business exit planning through a structured five-step process. Additionally, he manages a valuation assessment tool under Quist Insights. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and modeling tools to support investment decision-making.

Lorelyn Glapion is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes tenure at Oracle and Anthem Inc., alongside her ongoing roles at Primerica Financial Services and PFS Investments Inc. She is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a broad advisory network and relies mainly on model-driven strategies managed by third-party asset managers.

Tyler Rusch is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he spent 22 years with Investment Centers of America, Inc. He is based in Loveland, CO. Outside of his advisory role, Rusch is involved with Rusch Financial Services, which includes insurance sales focused on life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Chris Eissinger is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he spent nearly a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Eissinger is also a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Michael Schwan is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors since 2020 and previously served with Weld County Government for 13 years. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michele Hopson is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including JPMorgan Chase Bank and New York Life Insurance Company. Outside of her advisory role, she is involved with Hopson Bookkeeping, an accounting and bookkeeping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

John Barry is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and having 39 years of industry experience. He has worked with LPL Financial since 1996 and has operated Barry Financial Services since 1991. Outside of his advisory work, Barry is also a musician who plays drums in a band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Ronald Larsen is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Fortis Investors, Inc., Larsen, Cheran & Associates, and Larsen Financial Services. Outside of his advisory work, he owns Larsen Financial Services, a sole proprietorship involved in insurance sales and servicing client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multi-asset portfolios managed on discretionary or non-discretionary bases.

Kailun Hensley is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, Hensley worked at Edge the Service Company and Bridgecrest. Hensley serves on the financial committee for Health4Heroes, contributing to budgeting, cash management, and fundraising efforts. 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 supported by a large national network of financial advisors and branch offices.

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked for Wells Fargo Advisors Financial Network LLC for 10 years before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers multiple portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party strategies tailored to client objectives.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Joel Rothe is a CFP® professional with 29 years of experience in the financial advisory industry. He has worked at LPL Financial since 2024 and previously spent 14 years at Sagepoint Financial, Inc., and one year at OSAIC. Outside of advisory roles, he maintains a business entity for tax and investment purposes unrelated to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, providing both discretionary and non-discretionary management options.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.