Gabriel Smith is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience at US Foods and Odell Brewing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 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.

William Wubbena is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held positions at LPL Financial, Thrivent Financial, and Aleph Objects, Inc., among others. Outside of his advisory role, he owns TechLife LLC, an investment-related business based in Fort Collins, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with discrete, negotiable engagements tailored to client needs.

Jordan Austin is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Austin serves as a trustee for Grace Place Church, where he participates in overseeing the nonprofit’s legal and financial matters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Nathan Price is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Patterson Companies and George K. Baum & Co. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Benjamin Goldsmith is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2011, previously working at Wells Fargo Investments, LLC. Outside of his advisory role, he serves as a trustee for minor children. 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 combines research-driven investment strategies with a broad platform of brokerage and advisory solutions.

Austin Schuler is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding a Series 66 designation and eight years of industry experience. Prior to joining RBC in 2020, he worked at UBS from 2016 to 2020. RBC Wealth Management serves a diverse clientele including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a range of advisory programs. The firm combines in-house and third-party investment management with customizable features such as tax management and responsible investing options.

John Cabala Jr. is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked for Linsco/Private Ledger Corp for 24 years. Outside of his advisory career, he has been involved in raising and racing horses, oil and gas production, and outside sales of non-variable insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Jessica Mills Younger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, and has 17 years of industry experience. She has been with Wells Fargo Advisors since 2019, following three years with Wells Fargo Clearing. Outside of her advisory role, she holds a minor ownership stake in a private company unrelated to investment services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth criteria.

Jake Campbell is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he held various positions including crew member at Mama Roni's / Kickdown LLC, where he was involved in pizza preparation and customer service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Robert Belchic is a Series 66 licensed financial advisor with Edward Jones in Ft Collins, CO, and has two years of industry experience. His prior work includes roles at Paramount Plus, CBS Interactive, and several consulting firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Brandon Gorsky is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes portfolios based on clients' Advisory Risk Profiles using a combination of in-house and third-party managers.

Elizabeth Yenni is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Northwestern Mutual and has held various roles including an independent contracting position with Clear River Consulting, where she supports clean energy and community environmental projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority.

Jeremiah Slavin is an advisor at LPL Financial based in Fort Collins, CO, holding a Series 66 designation with less than one year of industry experience. His career includes roles at Goodwin Petrilli Financial and LPL Financial since 2025, along with prior experience in education and other industries. He has been affiliated with Arizona State University since 2023. 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 broad range of advisory and brokerage services with a diverse set of investment strategies supported by extensive operational and research tools.

Cassandra Fazio is a financial advisor at Edward Jones in Ft Collins, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Miss Cassie Bee and Salem Family Medicine. Outside of advising, she is involved in illustration sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Ty Bailey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Cetera Wealth Services and Waddell & Reed. Outside of his advisory work, Bailey serves as a board member for the Governors Ranch Home Owners Association in Greeley, Colorado. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Brian Creencia is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Fort Collins, Colorado. 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, operating under a fiduciary standard.

David Shalom is a financial advisor with Charles Schwab in Fort Collins, Colorado, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work experience includes tenure at Pershing LLC from 2012 to 2025 and roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2026. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and due diligence.

Karla Boor is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding a Series 66 designation and four years of industry experience. She has worked at RBC Capital Markets since 2019 and previously held roles in healthcare at UCHealth Heart and Cardiovascular Center and Lemay Avenue Health and Rehab. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a capital-markets presence that includes alternative investments and integrated lending services.

Carter Babb is a Series 66-registered financial advisor with seven years of industry experience. He has worked at UBS Financial Services since 2020 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, The Providence Group, Campus Apartments, and Tom Winkopp Realtor/Developer. He is based in Fort Collins, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Jeremy Plisko is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers and incorporating features such as tax management and responsible investing screens.