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.

Michael Reed is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, BancWest Investment Services, and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Nicole Rowe is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as treasurer for the Fort Collins Children's Theatre, managing its financial reporting and tax filings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Joseph Newton is a Series 66 licensed financial advisor with Edward Jones in Fort Collins, Colorado, where he has worked since 2022. He has three years of industry experience and previously spent ten years at Colorado State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jaclyn Montoya is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her previous roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Montoya serves as an officer on a nonprofit condominium association board in Windsor, 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ian Nelson is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, and England Logistics, Inc. Outside of his financial advisory work, he is involved as a soccer referee and operates a mobile DJ business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and special-needs analysis.

Robert Royse is a CFP® with 11 years of industry experience and has been with Edward Jones since 2015. He is based in Fort Collins, CO, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard.

Megan Frahm is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at LPL Financial since 2021 and previously at MMF LLC and Waddell & Reed, Inc. Additionally, she has engaged in other business ventures related to wealth planning under LPL-affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and various model portfolio options.

Kevan McNaught is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2010. McNaught serves as a co-trustee for family trusts, including the McNaught Family Trust and the Donald C McNaught Life Insurance Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and diverse investment options.

Christopher Schommer is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Ruesch, Biddle, Larson & Ratliff, CPAs, LLC, and multiple firms within the Lion Street and Impact Wealth networks. Outside of advisory work, he is involved in several business entities related to tax, insurance, and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and services supported by research and model portfolios, and combines advisory offerings with non-advisory financial products such as insurance and lending solutions.

Ryan McNulty is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2019 and is involved with Choice City Holdings LLC and Choice City Group Inc. McNulty also operates a business with Marissa McNulty and has experience with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and technology-driven investment solutions.

Cody O'Malley is a CFP® professional with eight years of industry experience, currently affiliated with Fidelity Investments. His prior work includes roles at DPL Financial Partners, The Leaders Group, Jackson National Life Distributors, and Edgewater Beach and Cabana Club. Outside of his advisory work, he serves as an assistant wrestling coach at Timnath Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides discretionary and non-discretionary advisory services, often incorporating algorithmic portfolio construction and oversight of affiliated sub-advisers.

Elizabeth Albrecht is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at various Wells Fargo entities since 2010. Outside of her advisory role, she serves as president of the Shores Four Condominium Association and works part-time at Mary’s Mountain Cookies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored through Wells Fargo’s research and tools. The firm integrates advisory services with banking and other financial products, serving clients who meet specific net-worth criteria.

Jason Maes is an advisor at Edward Jones in Windsor, CO, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience with Empire Today LLC, Restor Colorado LLC, and Story Barns LLC. 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 nationwide network of financial advisors and branch offices.

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.

Nathan Hall is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Deutsche Bank Securities Inc. for eight years before joining UBS. Outside of finance, he is a minority shareholder in Alton Lane, Inc., a bespoke clothier, and occasionally offers his opinion on business matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Thomas Pilkington is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. His career includes prior roles at Signator Investors, Inc. and his own firm, Tom Pilkington Financial Services. He is also involved as president of Rawah Range Ltd., an entity that processes payroll. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessments to construct diversified portfolios.

David Clarkson is a financial advisor with OSAIC in Fort Collins, CO, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with OSAIC since 2010 and is also involved as an owner and partner in D&A Partners LLP, a home building and remodeling company. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through an extensive network of affiliated advisers and multiple investment platforms. The firm uses advanced asset-allocation tools and third-party services to construct diversified portfolios tailored to client needs.