Trevor Petty is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and recent industry experience beginning in 2025. Prior to joining Thrivent, he served on the board of Colorado Christian Campus Ministries for over a decade and currently serves on the boards of Future of Faith and a local condominium association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary portfolio management.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. 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, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Matthew Lenhart is a financial advisor with Primerica Advisors in Loveland, Colorado. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his advisory role, he worked at Connect for Health Colorado and spent over a decade at Vertiv. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Robert Schutzius is a financial advisor with J.P. Morgan Securities in Longmont, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch and Nations Financial Group. Outside of his advisory work, he is a principal and owner of Stampede Energy, a petroleum engineering consulting firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Stephanie Mcdonald is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill, Bank of America, and Headrush Technologies. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and fund-of-funds structures.

Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mickey Speck is a financial advisor with Raymond James Financial who holds a Series 66 license and has 12 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2014 to 2020 and has been affiliated with Raymond James Financial Advisors and the Bank of Colorado since 2020. 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 institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samantha Schreiber Reed is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Longmont, CO. Her work history includes multiple roles at Edward Jones since 2019 and prior experience at Providence Health and Services and Target. She also managed a bed and breakfast, La Bastide Bed & Breakfast, from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Wilson is a financial advisor with Edward Jones in Loveland, CO, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he and his family have managed a timeshare property in Kauai, Hawaii, which they have rented and are actively selling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Tracy Rothe is a financial advisor at LPL Financial with 32 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her previous experience includes over a decade at Sagepoint Financial, Inc. and she has operated The Rothe Financial Group, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and technology-driven investment approaches.

Kevin Dunnigan is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he spent 31 years at Investment Centers of America, Inc. He is based in Loveland, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Meredith Carlton is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as a lacrosse coach at Saint Andrew's Episcopal School in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Taylor Gustad serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2026. Prior to this, Taylor progressed through various positions within Fidelity Investments, including Investment Solutions Representative levels I through III from 2021 to 2026. Taylor holds insurance licenses in Arkansas and California. In their professional approach, Taylor emphasizes understanding each client's unique financial situation to develop clear and actionable financial plans. Outside of work, Taylor has interests that include board games, food, playing musical instruments, movies, music, and pets.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 65 and Series 63 licenses and with four years of industry experience. Prior to her current role, she was self-employed for 14 years and has been associated with Primerica Financial Services and Thomas Kapaun, Inc. since 1997. She receives additional non-investment related compensation through referrals for home security and automation products. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through established partners.

Bradley Atkinson is a CFP® professional with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. He holds the Series 66 designation and is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

Hayden Lowry is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Points West Community Bank and OppenheimerFunds. Lowry also maintains a personal finance blog and newsletter focused on basic financial education. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Oscar Maldonado is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been associated with J.P. Morgan Securities since 2022 and has a longer tenure with JPMorgan Chase Bank dating back to 2007. Outside of his advisory role, Maldonado is involved in real estate as an owner and partner in multiple investment properties. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Ameriprise Financial Services, American Enterprise Investment Services, and MetLife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.