Alexander Dixon is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he has experience in marketing and has worked with Colorado Christian University. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary and third-party investment strategies.

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.

Joseph Morrongiello is a financial advisor with Raymond James & Associates in Fort Collins, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked seven years at Southwestern/Great American. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Be Kind FoCO and creates handmade wood games sold locally and online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with a range of financial planning, consulting, and advisory services, utilizing fact-based analyses and a variety of portfolio management styles.

Travis Whitaker is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Ameritas Investment Corp, SmartPro Financial, Pfs Investments Inc, and Primerica Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Daniel Baumgold is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a four-year tenure at LPL Financial LLC and a role at JBA Wealth Management. Outside of financial advising, he has been involved in snake breeding through a non-investment-related business in Fort Collins, CO. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and incorporates both proprietary and third-party model strategies tailored to client objectives.

Deborah Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with LPL Financial since 2015 and previously worked at Linsco/Private Ledger Corp for over two decades. 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 and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

Steven Dale is a financial advisor at Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2025, he worked at i3 Verticals for five years and ImageSoft, Inc for fourteen years. He is also a limited investor in Evo, an outdoor sports sales business based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Courtney Bradshaw is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Bradshaw was associated with Active Financial Solutions, a DBA for the LPL business, for 12 years. Outside of advisory work, Bradshaw is involved with Cinco C LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, and provides access to model portfolios, research, and various overlay and participant advice programs.

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 with LPL Financial in Loveland, Colorado. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank. 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. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research resources, and both discretionary and non-discretionary management.

Joseph Jelinek is a financial advisor with J.P. Morgan Securities in Fort Collins, Colorado, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. His prior roles include positions at Final Boss Sour and PodcastAI in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Traci Foth is a financial advisor with Equitable Advisors in Loveland, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Equitable Advisors since 2014, previously working at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jeffrey Deits is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 credential. He joined Edward Jones in 2026 and has previous work experience with NaturaLawn of America, University of Northern Colorado, Banner Health, Memphis Grizzlies, and The Ohio State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services under a fiduciary standard.

Shane Richendifer is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 large national network of financial advisors and branch offices.

Kelly Purdum is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms, including Merrill and Northwestern Mutual Investment Services LLC. 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 clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Zachary Freeman is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his career with RBC in 2025, following prior roles in automotive supply and education from 2015 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management services.

James Muff is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and USA Financial Securities. Outside of his advisory work, he owns and operates a motorcycle coaching business and is part-owner of a guided motorcycle tours company. 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 manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Voelker is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His role includes providing guidance on general investing, retirement planning, and saving for unforeseen events. He also coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Voelker helps clients build, manage, and preserve their wealth through personalized strategies that incorporate investment planning, income considerations, tax-efficient strategies, debt management, and estate considerations. He collaborates with clients' tax advisors and estate attorneys to design comprehensive financial plans. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Ohio State University. In his personal time, Voelker enjoys adventure sports such as biking, boating, rock climbing, scuba diving, skiing, and swimming, as well as cooking, football, and spending time with his family.

Carson Bischoff is a financial advisor at Edward Jones in Loveland, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory role, Bischoff serves as President of Topaz Business Plaza in Loveland and is involved as a Director in his family business, Kadee Inc. 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 approximately 23,701 financial advisors and 15,121 branch offices.