Jordan Austin is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Austin serves as a trustee for Grace Place Church, where he participates in overseeing the nonprofit’s legal and financial matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Paige Amble is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments as an Intern in 2023, progressing through positions including Financial Operations Associate and Financial Representative before assuming her current role. In her work, Paige focuses on developing comprehensive financial plans that align with clients' goals and aspirations. She emphasizes clear and collaborative communication to ensure clients feel confident and secure about their financial futures. Outside of her professional duties, Paige enjoys baseball, exploring diverse cuisines, socializing with friends, engaging in outdoor adventures, skiing, and traveling.

Benjamin Goldsmith is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. He serves as a trustee for minor children in Sterling, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions that include investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Austin Schuler is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS from 2016 to 2020 and was employed at Colorado State University from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Jessica Mills Younger is a financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, holding a Series 66 designation and 16 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she holds a minority interest in a real estate company unrelated to investment activities. 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 planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

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.

Brandon Gorsky is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes portfolios based on clients' Advisory Risk Profiles using a combination of in-house and third-party managers.

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.

Jeremiah Slavin is a financial advisor with LPL Financial based in Fort Collins, CO. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining the financial sector, he worked in various roles including positions at Starbucks and as a coach for the Muskegon Lumberjacks. Jeremiah is also affiliated with Arizona State University. 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 wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cassandra Fazio is a financial advisor at Edward Jones in Ft Collins, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Miss Cassie Bee and Salem Family Medicine. Outside of advising, she is involved in illustration sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

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.

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.

Karla Boor is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding a Series 66 designation and four years of industry experience. She has worked at RBC Capital Markets since 2019 and previously held roles in healthcare at UCHealth Heart and Cardiovascular Center and Lemay Avenue Health and Rehab. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a capital-markets presence that includes alternative investments and integrated lending services.

Carter Babb is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Prior to his financial career, he was employed in real estate development and property management roles. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and proprietary research to tailor plans to clients’ goals and risk tolerances.

Jeremy Plisko is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers and incorporating features such as tax management and responsible investing screens.

Daniel Mackey is a financial advisor with LPL Financial based in Fort Collins, CO, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior career includes over two decades 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 agency selling life, health, disability, long-term care insurance, and fixed annuities. 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 advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

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.