Lynette Whisler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Ben Voss is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Edward Jones and New England Securities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning supported by analytical tools and a range of advisory programs.

Matthew Lemaster is a financial advisor with J.P. Morgan Securities in Fort Collins, Colorado, holding a Series 66 license and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and also works with JPMorgan Chase Bank. Outside of his advisory role, he works independently as a driver for Amazon Flex, Uber, and Lyft. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Paul Hummel is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and 37 years of industry experience. Prior to joining LPL Financial in 2017, he spent 24 years at Investment Centers of America, Inc. In addition to his advisory work, he is a business owner of a local pizza restaurant in Loveland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Buford is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fort Collins, Colorado. She has seven years of industry experience, including roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jesse Doke is a financial advisor with Thrivent Investment Management in Fort Collins, Colorado. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevated Estates and TW Retirement Strategies, as well as work related to Colorado State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses covering a wide range of planning topics, offering these services either as a one-time or ongoing engagement without discretionary trading authority.

Jacob Wiskerchen is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked at Zimmer Biomet from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable capabilities including affiliated mutual funds, a trust company, and securities-based lending.

Colton Jones is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, he gained experience as a Private Client Banker at J.P. Morgan Securities LLC from 2021 to 2022 and as a Relationship Manager at Bank of America from 2019 to 2021. Colton's approach to financial planning emphasizes assigning each dollar in a portfolio a clear and specific role, aiming to create concise and transparent portfolio strategies. He focuses on helping clients develop confidence in their investment plans through straightforward and well-defined financial solutions. Outside of his professional work, Colton has interests in art, fitness, golf, movies, pets, and reading.

Peter Aschenberg is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently based in Fort Collins, CO. He has one year of industry experience and previously worked in various roles at companies including Men's Wearhouse, DoorDash, and Northwestern Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Joseph Staples is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cottrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2016. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Flanscha is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent and its affiliated entities since 2004. Outside of his advisory role, he is involved in managing real estate through family-owned limited liability companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option, serving clients through a network of financial advisors.

Lucas Albert is Vice President, Wealth Planner at Fidelity Investments. He has been in this role since 2026. Prior to that, he held several positions at Fidelity Investments, including Financial Consultant from 2023 to 2026, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Service Consultant at TIAA from 2020 to 2021, and interned as a student at Western Wealth Advisors from 2019 to 2020. Throughout his career, Lucas has focused on promoting financial literacy and helping clients work toward their financial goals and well-being through a strategic planning framework. His experience spans wealth planning, investment consulting, and financial services. Outside of his professional responsibilities, Lucas enjoys biking, fitness, golf, running, social events with friends, and volunteering.

Vanessa Wagner is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. Her prior work includes a role at Transamerica Financial Advisors, Inc., where she worked for 11 years. Outside of her advisory work, she has been involved with businesses such as Lulu's Cottage and held positions related to yoga and nonprofit activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Stefanie Creencia is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She previously worked for 11 years at Raymond James Financial Services Advisors Inc. In addition to her advisory role, she is an associate at First Investments and Planning, serving as an advisor in a bank branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Clayton Ayres is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles across multiple firms, including Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm also has a distinctive focus on algorithmic methodologies, management of fund-of-funds, and advisory roles to registered investment companies.

Tamara Julien is a CFP®-certified financial advisor with LPL Financial in Loveland, Colorado, and has 21 years of industry experience. She has previously worked with Securities America Advisors, QA3 Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Raymond James Financial Services from 2004 to 2018. Dunn also operates a CPA practice and has been active in accounting and tax preparation for over four decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Megan Van Dorin is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding a Series 66 designation and six years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2020 and has prior experience outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Mark Purdy is a financial advisor at Edward Jones in Estes Park, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at NTI for six years. Outside of his advisory role, Purdy is the owner of Estes Park Venture Group, a consulting business focused on helping start-ups develop sales processes, and serves as Board Chairman of Estes Park Western Heritage, Inc., a nonprofit that supports the Rooftop Rodeo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.