Phillip Loring Jr. is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior firms include LPL Financial, RTI Wealth Management LLC, and Waddell & Reed, Inc. He has also been involved with PNL Inc. and Beach Path LLC in investment-related roles. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Edmundo Barajas Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James and First National Bank since 2017 in various advisory roles. Additionally, he serves as Representative in Charge at First Investments and Planning in Fort Collins, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Randal Petrilli is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Jim McFadden is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His experience in financial services also includes roles at Charles Schwab, where he worked as a New Client Investment Consultant from 2021 to 2022 and as a High Net Worth Specialist from 2017 to 2021. As a Certified Financial Planner professional, Jim focuses on developing financial plans that are tailored to the unique situations of his clients. He emphasizes understanding clients' values and goals to create adaptable roadmaps aimed at providing confidence and peace of mind. This approach supports clients in focusing on what is most important in their lives.

Deanne Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at various Wells Fargo entities since 2014. Murphy serves as Treasurer and Finance Committee Member for The Friends of the Gardens on Spring Creek in Fort Collins, CO, where she manages financial oversight and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a broad network of advisors.

Alexis Cousins is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Alexis worked for eight years at Odell Brewing Company. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Sara Bordelon is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked with Digital Promise Global and served in educational roles at Poudre School District and Clear Creek Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a nationwide network of more than 23,700 financial advisors.

John Heddens is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the rebranding of Axa Advisors, where he also worked, he has maintained a long tenure within the same organization. Outside of advising, he holds roles related to real estate, including serving as secretary of a professional office park owners association in Fort Collins, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, primarily using third-party asset managers and LPL-sponsored platforms.

Robert Mozer is a financial advisor with Edward Jones in Fort Collins, CO, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. 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 and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Debra Schilling is an advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 66 registrations and has worked with firms including Waddell & Reed and Team Schilling. Schilling is based in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of portfolio management strategies and research resources.

Timothy Knopp is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. Prior to joining Cambridge in 2020, he worked at Pfs Investment Inc and Primerica Financial Services. Outside of advising, he is involved with Gates Fireplace Services and is also employed by AB InBev. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Haley Lee is a CFP®-designated financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial, she worked at firms including Jackson National Life Distributors and operated The Annotation Station. Lee has experience in diverse roles across the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

David Jones is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing various third-party asset managers and firm-sponsored advisory programs.

Ryan Timmins is a financial advisor with LPL Financial in Ft Collins, CO, holding the Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Kestra Financial Services, Inc. from 2016 to 2021. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

James Cox III is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. His prior experience includes eight years at LPL Financial and four years at SII Investments, Inc. Outside of his advisory work, he serves as a technician for a family-owned remediation company. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing various portfolio management approaches and emphasizing both proprietary and third-party strategies.

Ysabelle Haggard is a financial advisor at Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Edward Jones since 2017. Previously, she was registered as a referral real estate agent, though her license is no longer active. 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 strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Gabriel Smith is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience at US Foods and Odell Brewing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Wubbena is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held positions at LPL Financial, Thrivent Financial, and Aleph Objects, Inc., among others. Outside of his advisory role, he owns TechLife LLC, an investment-related business based in Fort Collins, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with discrete, negotiable engagements tailored to client needs.