Kari Boxleitner is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her financial advisory role, she is involved in rodeo barrel racing and engages in the purchase and sale of cattle and horses for family use. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sarah Springer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2017. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a partner in Synchronicity Investments, an LLC involved in investment projects in Alaska, and serves as a board member of McKinley Management, LLC. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Chloe Bartels is a financial advisor with Raymond James Financial in Fort Collins, CO, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at First Tech Federal Credit Union, Addison Avenue Investment Services, and Charles Schwab. 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, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and partnerships.

Hampton Kelsch is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to develop financial plans tailored to their individual goals. Hampton has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, Financial Representative, and now Planning Consultant. His experience within the company has provided him with a comprehensive understanding of client services and financial planning. Outside of his professional work, Hampton engages in activities such as board games, family activities, social events with friends, movies, reading, and traveling.

Ryan Baker is a Financial Consultant currently working at Fidelity Investments since 2021. He works with clients from diverse age groups and professions to help them safeguard their loved ones, plan for the future, and grow their assets through tax-efficient investing. He focuses on guiding individuals to develop comprehensive financial plans that provide confidence as they navigate life's changes. Ryan has experience as a Financial Advisor at several firms, including JP Morgan Chase (2020-2021), UBS (2017-2020), and Merrill Lynch (2013-2017). He holds a California Insurance License.

Cheryl King is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. Her career includes roles at The Planning & Investment Center, Inc., Cetera Advisors LLC, and Visionary Wealth Management. Outside of her advisory work, she is involved in volleyball officiating. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a large network of over 10,000 advisors managing more than $256 billion in assets.

William Charboneau is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held roles at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 designations and operates out of Fort Collins, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support its investment approach.

Robert Johnson is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Purple Mountain Outdoors and Matador Mexican Grill. Outside of advisory work, he is involved with Purple Mountain Outdoors, a media production company focused on outdoorsmanship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Trevor Orr is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ryan Carter is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 66 and Series 63 credentials and nine years of industry experience. He previously worked at AXA Advisors LLC and D.H. Hill Securities, LLLP. Outside of his advisory role, he serves as an emcee for a weekend conference called Herbal Alchemy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a broad nationwide network of advisors and branch offices.

Peter Jochems is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for nine years. Outside of advising, he pursues oil painting and serves as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Katherine Pague is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica Advisors since 2015 and previously held a position with Boulder County Housing and Human Resources. Outside of advising, she is also an author. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Brandon Adams is a Planning Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to individual and family needs. He has been with Fidelity since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, Relationship Manager, and currently Planning Consultant. Throughout his tenure at Fidelity, Brandon has gained experience in client relationship management and financial planning. His work involves understanding each investor's unique circumstances to assist them in pursuing their financial goals with confidence.

Gregory Backhaus is a financial advisor with Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a sole proprietor of a rental property business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristina Meyers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 21 years of industry experience. Ms. Meyers has been with Raymond James since 2012 and previously worked with First Tech Federal. Outside of her advisory role, she owns and manages real estate through Meyers Properties, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its advisors with specialized programs in areas such as municipal finance and SIMPLE IRA employer consulting.

Phillip Parsons is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 1999. Parsons also owns Old Town Wealth Advisors, a DBA used to conduct business in Fort Collins, CO. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance analysis to create customized portfolios.

Justin Dahl is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 credential with one year of industry experience. Prior to his advisory role, he worked at Mod Pizza, Doordash, Northern Arizona University, Baskin Robbins, and Lewis Palmer High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

James Baumgardner is a financial advisor at Fidelity with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. In addition to his advisory work, Baumgardner is a performing artist managing and executing contracted music performances. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Mahoney is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns a sole proprietorship that provides clients with life and health insurance products. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of investment tools and third-party platforms to construct portfolios tailored to client risk profiles and investment restrictions.

Delanie Mc Morris is a financial advisor with Edward Jones in Loveland, CO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones in 2026, Mc Morris worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, N.A. from 2014 to 2026. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.