Amanda Bumgarner is a financial advisor with Wells Fargo Clearing in Longmont, CO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at BancWest Investment Services, BANK OF THE WEST, and U.S. Bancorp Investments. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Lipari is a financial advisor with Charles Schwab in Longmont, Colorado, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Cordeiro is a CFP® professional with four years of experience, currently affiliated with Mass Mutual Investors Services in Johnstown, Colorado. His work history includes roles at MassMutual Life Insurance Company, Commonwealth Financial Group, and the U.S. Postal Service. He also serves as an Operations Officer with the Vermont Army National Guard. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.

Samantha Rogers is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Primerica Financial Services since 2020 and previously held positions at Crocs Inc and Insight Global/Intellisource. Outside of advising, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a wrap-fee solution with a tiered percentage-based fee structure.

Joshua Walker is a financial advisor with Edward Jones in Longmont, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Edward Jones since 2010. Outside of his advisory work, he serves as a pastor at Hygiene United Methodist Church and Longs Peak United Methodist Church, where he is involved in preaching, worship, and small group leadership. 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 and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jennifer Dees is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise in Loveland, CO. She worked previously at Edward Jones for seven years and has a background that includes four years at CVS Pharmacy. Outside of her advisory role, she is involved as a Market Partner with Monat Global, promoting health and wellness products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ty Dannenbring is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his financial career, he worked at Buhl's Dry Cleaners. Outside of his advisory role, he serves on the Financial Advisory Committee at The Crossing Church in Fort Collins, assisting with financial oversight. Edward Jones is a 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Maryann Ruck is a financial advisor at LPL Financial with 23 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at LPL Financial since 2009. Outside of her advisory role, she leads a monthly Second Saturday Divorce Workshop and is involved in activities related to certified divorce financial analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Lorelyn Glapion is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes tenure at Oracle and Anthem Inc., alongside her ongoing roles at Primerica Financial Services and PFS Investments Inc. She is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a broad advisory network and relies mainly on model-driven strategies managed by third-party asset managers.

Tyler Rusch is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he spent 22 years with Investment Centers of America, Inc. He is based in Loveland, CO. Outside of his advisory role, Rusch is involved with Rusch Financial Services, which includes insurance sales focused on life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Trevor Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His prior roles include time at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Georgia Pacific. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jonathan Tataje is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has no prior industry experience. Before joining the financial industry, he held various roles including at Colorado State University and in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Joshua Dees is a financial advisor at Ameriprise in Loveland, Colorado, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Outside of his advisory role, he owns a second home rental property in Red Feather Lakes, Colorado. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Michael Schwan is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors since 2020 and previously served with Weld County Government for 13 years. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michele Hopson is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including JPMorgan Chase Bank and New York Life Insurance Company. Outside of her advisory role, she is involved with Hopson Bookkeeping, an accounting and bookkeeping 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Andrea Lechman is a financial advisor at Edward Jones in Windsor, CO, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2021, she worked in real estate with K Adams Re/Max Alliance for nine years and was employed in roles as a house cleaner and with the Guttersen Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Barry is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and having 39 years of industry experience. He has worked with LPL Financial since 1996 and has operated Barry Financial Services since 1991. Outside of his advisory work, Barry is also a musician who plays drums in a band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Damien Salerno is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Thrivent Investment Management Inc. Outside of his advisory role, he is involved as a membership associate and personal trainer at Club Loveland and serves as a site director for youth sports at Triple Crown Sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.