Benjamin Goldsmith is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2011, previously working at Wells Fargo Investments, LLC. Outside of his advisory role, he serves as a trustee for minor children. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad platform of brokerage and advisory solutions.

John Cabala Jr. is a financial advisor with OSAIC in Fort Collins, CO, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 24 years and has owned a ranch and farm for 50 years. Outside of advising, he is involved in raising and racing horses, oil and gas production, and outside sales of non-variable insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and managed account services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios.

Jessica Mills Younger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, and has 17 years of industry experience. She has been with Wells Fargo Advisors since 2019, following three years with Wells Fargo Clearing. Outside of her advisory role, she holds a minor ownership stake in a private company unrelated to investment services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria.

Jake Campbell is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he held various positions including crew member at Mama Roni's / Kickdown LLC, where he was involved in pizza preparation and customer service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Angela Buttner is a financial advisor with Charles Schwab in Berthoud, Colorado, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and cash-sweep services.

Robert Belchic is a Series 66 licensed financial advisor with Edward Jones in Ft Collins, CO, and has two years of industry experience. His prior work includes roles at Paramount Plus, CBS Interactive, and several consulting firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Elizabeth Yenni is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Northwestern Mutual and has held various roles including an independent contracting position with Clear River Consulting, where she supports clean energy and community environmental projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority.

Ty Bailey is a Series 66-credentialed financial advisor with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he serves as a board member for the Governors Ranch Home Owners Association in Greeley, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Brian Creencia is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Fort Collins, Colorado. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Shalom is a financial advisor with Charles Schwab in Fort Collins, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes a decade at Pershing LLC and a recent tenure at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA offerings, supported by a centralized operational structure and comprehensive investment research.

Emma Hanson is a financial advisor at Primerica Advisors with a Series 65 designation and one year of industry experience. Prior to her current role, she was involved in several entrepreneurial ventures including Hanson Coffee and Owl Canyon Coffee. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and uses model-delivery strategies managed by unaffiliated asset managers.

Maryann Martin is a financial advisor with Primerica Advisors in Estes Park, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Primerica Advisors and its affiliated firms since 2005. Outside of her advisory role, she writes chemistry educational modules for high school and college students. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.

Carter Babb is a Series 66-registered financial advisor with seven years of industry experience. He has worked at UBS Financial Services since 2020 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, The Providence Group, Campus Apartments, and Tom Winkopp Realtor/Developer. He is based in Fort Collins, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Daniel Mackey is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at THE O.N. Equity Sales Company, Ohio National Life Insurance, and Principal Life Insurance Company. He is also involved with Mackey Financial Services LLC, an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various advisory strategies supported by research and technology tools.

Edward Chance is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at American Furniture Warehouse for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Reed is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, BancWest Investment Services, and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Eric Iserman is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Symmetry Financial Group and E-Valuations LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without managing client portfolios directly. Their services can be combined with managed accounts through a consolidated billing option called “WealthPlan.”

Joseph Dobson is a financial advisor at Edelman Financial Engines in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments, Thrivent Financial, and The Vitamin Shoppe. Outside of finance, he has been involved in various fitness and nutrition-related activities, including operating Dobson Fitness and working with nutrition companies. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, emphasizing diversified model portfolios, periodic rebalancing, and a long-term orientation. The firm provides both discretionary management and online advice, managing approximately $326 billion for around 477,000 clients.

Jeffery Mere is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan administration.

Ian Nelson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial and has a background that includes 15 years at England Logistics, Inc. Outside of his advisory work, he operates a mobile DJ business and serves as a soccer referee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services supported by proprietary research and planning tools. The firm provides tailored financial recommendations with optional implementation through its brokerage or advisory programs.