Kylie Pickenbrock is a financial advisor with Wells Fargo Clearing in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank since 2020, and previously held roles at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of financial advisors and employs research-driven investment approaches incorporating diversification and modern portfolio theory.

Sheila Hill is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors since 2022. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hill holds a 40% ownership stake in Spruce Creek Financial Advisors LLC, a related investment practice based in Loveland, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, leveraging proprietary research and tools to develop tailored recommendations for clients with various needs.

Gene Elder is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Thrivent since 2002. Outside of advising, Elder serves as Vice President of the Post 22 Baseball Foundation and is the head JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics without portfolio management or institutional advisory services.

Scott Kisling is a CFP®-designated financial advisor with Edward Jones, based in Loveland, CO. He has 10 years of industry experience, including 11 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ryan Smith is a financial advisor with Primerica Advisors in Loveland, Colorado, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PRUCO Securities, Raymond James Financial Services, Thrivent Financial, and Bank of Colorado. Outside of advising, he is a licensed real estate agent with Re/Max Alliance Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Schommer is a financial advisor with LPL Financial based in Fort Collins, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ruesch, Biddle, Larson & Ratliff, CPAs, LLC, and Lion Street Advisors. He is involved with entities related to tax and accounting services outside of his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by technology tools and a large network of advisors.

Elizabeth Albrecht is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, and has 14 years of industry experience. She has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Outside of her advisory role, she serves as president of the Shores Four Condominium Association and works part-time as a store associate at Mary’s Mountain Cookies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Robert Hull is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial, where he has been since 2010. Hull has established an S corporation for tax and investment purposes related to his advisory work. 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.

Christopher Schmidt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and with 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Wells Fargo Clearing, Chase Investment Services Corp., Banc One Securities Corporation, and UBS Financial Services. Outside of his advisory role, he is involved as an owner and partner in a short-term rental property in Crested Butte, Colorado. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dominic Mathias is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His prior work spans several companies, including Sawyers Salmon, LLC and Domino's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Nathan Hall is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Deutsche Bank Securities Inc. for eight years before joining UBS. Outside of finance, he is a minority shareholder in Alton Lane, Inc., a bespoke clothier, and occasionally offers his opinion on business matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

David Loomis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was employed at Maxar, Inc. and DigitalGlobe, Inc. He is also a silent minority co-owner of a restaurant in Loveland, Colorado. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions.

Lukas Gately is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to this, he has held roles at Doordash, Chris Happel & Associates, and Denison University. He also serves as executor of his father's trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

David Clarkson is a financial advisor with OSAIC in Fort Collins, CO, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with OSAIC since 2010 and is also involved as an owner and partner in D&A Partners LLP, a home building and remodeling company. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through an extensive network of affiliated advisers and multiple investment platforms. The firm uses advanced asset-allocation tools and third-party services to construct diversified portfolios tailored to client needs.

David Campbell is a financial advisor with Edward Jones in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a manager of Highlander Office Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kurt Willson is a financial advisor at Edward Jones in Loveland, CO, with four years of industry experience. He holds the Series 66 designation and previously worked at Scheels All Sports and with the Loveland Fire Rescue Authority, where he served for 25 years. 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 nationwide network of financial advisors and branch offices.

Andrew Moore is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Investment Centers of America, Chase Investment Services, Banc One Securities, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supporting advisors with research-driven tools while overseeing substantial discretionary assets across a large advisor network.

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.

Matthew Hulse is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Outside of his advisory role, he works as a youth ice hockey referee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Valerie Harris is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2022 and has served in various capacities including Financial Consultant and Planning Consultant. Prior to this, she was a Financial Advisor at Thrivent from 2019 to 2022. As a Certified Financial Planner (CFP®), Valerie collaborates closely with clients to understand their unique financial goals, values, and priorities. She focuses on building lasting relationships and providing personalized guidance to help clients develop strategies aimed at growing, protecting, and managing their wealth. Outside of her professional work, Valerie enjoys activities such as hiking, running, skiing, snowboarding, and music.