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.

Matthew Dixon is a CFP® certificant with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial and Securities America. He is also involved with Intelligis Spatial Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies.

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.

Deanna Hendricks is a financial advisor at Thrivent Investment Management with 40 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Hendricks holds Series 63 and Series 65 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a variety of financial topics and enables clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

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.

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.

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.

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.

Matthew Hulse is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Outside of his advisory role, he works as a youth ice hockey referee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Valerie Harris is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2022 and has served in various capacities including Financial Consultant and Planning Consultant. Prior to this, she was a Financial Advisor at Thrivent from 2019 to 2022. As a Certified Financial Planner (CFP®), Valerie collaborates closely with clients to understand their unique financial goals, values, and priorities. She focuses on building lasting relationships and providing personalized guidance to help clients develop strategies aimed at growing, protecting, and managing their wealth. Outside of her professional work, Valerie enjoys activities such as hiking, running, skiing, snowboarding, and music.

Andrew Moore is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. 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 that combine discretionary and non-discretionary portfolio management with financial planning and custody services, utilizing both in-house and third-party managers.

Sigrid Daugaard is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and also manages Mountain Wealth Management, LLC, a registered investment advisory practice. Daugaard is additionally licensed as an independent insurance agent and serves as a successor trustee in several trusts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, employing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Melanie Bittle is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with one year of experience at the firm. Her prior work history includes roles at TechnoServe, DAI, and the Research Triangle Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Cynthia Motiff is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 11 years before joining RBC in 2020. Outside of advising, she is an owner and landlord of an investment property in Fort Collins, Colorado. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management services through a mix of in-house and third-party investment managers.

Justin Brolyer is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS Financial Services since 2013 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander Dixon is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he has experience in marketing and has worked with Colorado Christian University. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary and third-party investment strategies.

Kristina Paz is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. She previously worked at Waddell & Reed, Inc. from 2010 to 2017. Outside of her advisory work, she is involved in volunteer activities with Loveland Habitat for Humanity and operates a travel vlogging business called Seeking Vegas Sunrise. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.