John Iverson is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC and Cornerstone Home Lending. Outside of advisory work, he owns and operates THE VR ARCADE and Iverson Images, two entrepreneurial ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Devin Jones is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007 and operates a business under the name MacDonald Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

David Loomis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was employed at Maxar, Inc. and DigitalGlobe, Inc. He is also a silent minority co-owner of a restaurant in Loveland, Colorado. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions.

Lukas Gately is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to this, he has held roles at Doordash, Chris Happel & Associates, and Denison University. He also serves as executor of his father's trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Bradley Thompson is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2016 to 2026. Outside of his advisory role, Thompson operates Thompson Wealth Management, LLC, and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to a range of investment platforms and third-party managers. The firm employs quantitative tools and automated processes to construct portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

David Campbell is a financial advisor with Edward Jones in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a manager of Highlander Office Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Benjamin Leggett is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at TruStage, LPL Financial, Canvas Credit Union, and Commercial Interiors. Leggett is based in Fort Collins, Colorado. 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 through a network of over 14,000 advisors, offering both brokerage and advisory solutions.

Eric Burr is a financial advisor with Wells Fargo Advisors in Lyons, CO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise and SII Investments. Outside of advising, he is co-owner of Upwind Science, a company focused on designing and licensing innovative hunting products, and serves on the board of Hope For The Soul Ministries. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Kurt Willson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked at Scheels All Sports and served with the Loveland Fire Rescue Authority for 25 years. 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Brien Mattingly is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He leverages the resources and research capabilities of these institutions to provide investment insights, banking convenience, and lending solutions to a diverse range of clients, including individuals, families, institutions, and businesses. His practice is centered on delivering comprehensive financial advice and guidance aligned with clients' goals. Raised on a farming and ranching operation in the San Luis Valley near Moffat, Colorado, Brien developed values of hard work, discipline, and persistence. He earned a Bachelor's degree in Political Science from the University of Colorado Boulder while playing three years of Division I basketball. His academic accomplishments include making the Dean's List, Commissioner's Honor Roll, and the Big XII All-Academic First Team. After graduation, Brien gained experience with Promark Financial, AXA Advisors, and Wells Fargo Advisors, which combined with his background, shapes his approach to wealth management. Brien holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in various professional organizations such as the Fort Collins Chamber of Commerce and Newcomers Club, and participates in community initiatives including Colorado Youth at Risk, Habitat for Humanity, Junior Achievement, and Porter Billups Leadership Academy. His advisory approach emphasizes clear goal setting, diligent planning, and helping clients achieve clarity and confidence in their financial futures.

Christina Abbey is a financial advisor with Raymond James & Associates in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. She previously worked at RBC Capital Markets for five years and has an extended background with VECTOR MARKETING. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Andrew Moore is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Investment Centers of America, Inc. for 11 years before joining LPL Financial in 2017. 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 services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Nicole Sheriff is a financial advisor at Edward Jones in Fort Collins, Colorado, holding a Series 66 designation with 4 years of industry experience. She has been with Edward Jones since 2011 and was self-employed from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of about 23,701 financial advisors.

Craig Moddelmog is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Client Services, LLC, and Cornerstone Wealth Management, Inc. He is also a partner at Sunflower Capital LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support client outcomes.

Brandy Carlson is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Robert Burck is a financial advisor with Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as president of a homeowners association in Fort Collins. 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 advisors and more than 15,000 branch offices.

Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Parsons is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Van Thuyne is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Longbow Industries/LPR Construction and Otter Products. Van Thuyne 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.