Craig Moddelmog is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Client Services, LLC, and Cornerstone Wealth Management, Inc. He is also a partner at Sunflower Capital LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support client outcomes.

Brandy Carlson is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Parsons is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Nathan Sloan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning across a broad range of topics without discretionary portfolio management.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Arthur Aldrich is a financial advisor at Edward Jones in Loveland, CO, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including 12 years with Edward Jones. Outside of his advisory role, he is involved in property management through ownership of a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gregory Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Howell Insurance Agency, Allstate Insurance, and TIAA-CREF. Outside of his advisory work, he owns an unrelated business involving hunting rental dogs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Lindsey Youngblood is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following roles at Agility Communication Group and Global Data Technology. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and risk management techniques.

Kelly Walker is a financial advisor at Edward Jones in Longmont, CO with seven years of industry experience. She has held prior roles at the Space Science Institute and Compassion First Pet Hospitals. Kelly serves as a board member for TLC Learning Center, participating in meetings and volunteer fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Katherine Janda is a CFA® charterholder with six years of industry experience. She is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and The Strategic Financial Alliance, Inc. Outside of her advisory role, she manages a single-family rental property in Loveland, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

Patrick Varney is a financial advisor with Raymond James Financial in Windsor, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Raymond James Financial Services since 2000 and at Bank of Colorado since 2007. Varney serves as trustee for family trusts and participates on the finance committee of a local Catholic church. He is also president of Bank of Colorado Investment Services. 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, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Janda is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2009 to 2022. Outside of his advisory role, he owns DILMARJAN, LLC, a non-investment related business in Loveland, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored financial planning using proprietary research and tools, with a broad menu of specialized planning services available to clients meeting certain net-worth criteria.

Timothy Menefee is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commonwealth Financial Network, Traverse Wealth Management, and Edward Jones. Outside of his advisory role, Menefee serves as a member of the finance and investment committee for the Bradley Family Foundation and co-owns a business involved with natural gas leases. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, and supports various advisory programs and specialized institutional services.

Raj Vaswani is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior roles include positions at Thrivent Financial, Devonshire Partners, Athena Investment Advisors, and academic involvement with Simon Business School at the University of Rochester. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various financial topics through a network of advisors. The firm’s approach separates planning from managed-account services and focuses on ongoing, periodic reviews without discretionary trading authority.

Matthew Mascarenas is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes a role at Cellular Plus and ownership of Twenty Brew Taphouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Christopher Murray is a financial advisor with J.P. Morgan Securities in Windsor, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the owner of Our Daily Bread Bakery, LLC, where he bakes and sells bread with his children. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

James Macdonald is a financial advisor at LPL Financial with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brandi Kroese is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of her advisory role, Kroese serves as a Marketing Director for Melaleuca, a direct marketing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers goal-based analyses and written recommendations on topics such as retirement and estate planning, delivered through a network of financial advisors without discretionary trading authority.