Stephanie Glassman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Loveland, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Jose Cabrera Jr. is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving 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 strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 a blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.

Tyler Dellinger is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously spent 12 years at Loveland Classical School. He is also involved with Dellinger Wealth Management, where he supports back office, compliance, and investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to align with client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Aaron Grosul is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Windsor, CO. Outside of his advisory role, he owns a vacation rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets.

Noah Brown is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at Axa Advisors, LLC, and Cedrus. Before entering the financial services field, he spent time in other roles including at Costar Pro Painting and Fremont Health. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party managers and proprietary strategies to tailor solutions to client needs.

Phillip Hansen is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2007. Outside of his advisory role, Hansen was the owner of Phil Hansen Studio LLC from 2007 to 2024. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wayne Granger is a financial advisor with Edward Jones in Longmont, CO, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for several charter schools over the past decade. He is also the owner of a leadership consulting and coaching business, Leadership Overflow LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Jeffrey Losh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an assistant JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or discretionary trading authority. Their approach includes holistic, goal-based analyses and offers an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Patrick Bell is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm has a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Ryan Ponthier is an advisor with Thrivent Investment Management holding a Series 66 designation. He has one year of industry experience, having joined Thrivent in 2026. Prior to his advisory role, he worked in various positions within the hospitality sector. 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 financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Kevin Flint is a financial advisor at Edward Jones in Loveland, CO, holding the CFP® and ChFC® designations with 15 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Quinncia, Constant Contact, Amway, and The Fairs App LLC. He also facilitates a peer advisory group for Christian business owners in Fort Collins, CO. 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 nationwide network of financial advisors and branch offices.

Guillermo Gonzalez is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Wells Fargo, KeyBank, and CUSO Financial Services. Outside of his advisory work, he is involved with Kimo Properties LLC, a real estate rental business. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Joseph Wilson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles in various sectors such as education and hospitality. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Audra Morse is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christa Bouchard is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2018. Prior to that, she worked with The Nanci Garnand Team and was involved with Respite Care, Inc. She holds a Series 66 designation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources.

Andrea Deepe is a Series 65 licensed financial advisor with Primerica Advisors, based in Loveland, CO, and has seven years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2016 and has held roles outside the financial sector at Trufit Athletic Club, BJ's Brewhouse & Restaurant, and Gold's Gym Loveland. In addition to her advisory work, she receives compensation for the sale of loan products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Mark Haenny is a financial advisor with LPL Financial in Loveland, CO, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, with additional business activities under Haenny Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.