Patrick Varney is a financial advisor with Raymond James Financial in Windsor, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Raymond James Financial Services since 2000 and at Bank of Colorado since 2007. Varney serves as trustee for family trusts and participates on the finance committee of a local Catholic church. He is also president of Bank of Colorado Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Fowler is a CFP® certificant with 18 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. He holds partial ownership in investment-related entities but these are related to real estate holdings and operating accounts rather than advisory services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients having the option to implement through various programs.

Brian Collins is a financial advisor with LPL Financial in Fort Collins, Colorado, holding a Series 66 designation and 12 years of industry experience. His prior experience includes work with Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Collins also operates Brian Collins LLC, a business entity for tax and investment purposes. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caroline Aguilar is a financial advisor with UBS Financial Services in Fort Collins, CO, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2008. 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 and uses proprietary research and model-based asset allocations to tailor financial plans.

Joseph Morrongiello is a financial advisor with Raymond James & Associates in Fort Collins, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked seven years at Southwestern/Great American. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Be Kind FoCO and creates handmade wood games sold locally and online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with a range of financial planning, consulting, and advisory services, utilizing fact-based analyses and a variety of portfolio management styles.

Travis Whitaker is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Ameritas Investment Corp, SmartPro Financial, Pfs Investments Inc, and Primerica Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Denise Martz is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked for Investment Centers Of America, Inc. for 10 years. She also operates Martz Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs supported by research and model portfolios.

Daniel Baumgold is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes a four-year tenure at LPL Financial LLC and a role at JBA Wealth Management. Outside of financial advising, he has been involved in snake breeding through a non-investment-related business in Fort Collins, CO. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and incorporates both proprietary and third-party model strategies tailored to client objectives.

Lukas Cheever is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education with Branson Public Schools and Poudre School District for a combined nine years. Edward Jones is a full-service 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 large nationwide network of financial advisors and branch offices.

Steven Dale is a financial advisor at Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2025, he worked at i3 Verticals for five years and ImageSoft, Inc for fourteen years. He is also a limited investor in Evo, an outdoor sports sales business based in Seattle, WA. 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 financial advisors and 15,000 branch offices.

Benjamin Diamond is a financial advisor at Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after spending 13 years at PitchBook. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Courtney Bradshaw is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Bradshaw was associated with Active Financial Solutions, a DBA for the LPL business, for 12 years. Outside of advisory work, Bradshaw is involved with Cinco C LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various overlay and participant advice programs.

Brooke Mcnerny is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, she worked at Charles Schwab and has experience in healthcare and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations covering various planning areas without implementation services. The firm combines planning and managed-account programs through a consolidated billing option while maintaining separate services.

Lucas Dorrough is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., LPL Financial, and Ameriprise. 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 and analytics.

Christopher Murray is a financial advisor with J.P. Morgan Securities in Windsor, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the owner of Our Daily Bread Bakery, LLC, where he bakes and sells bread with his children. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joseph Jelinek is a financial advisor with J.P. Morgan Securities in Fort Collins, Colorado, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. His prior roles include positions at Final Boss Sour and PodcastAI in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Brooke Bontz is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Phillip Loring and various insurance carriers, before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Nolan Koenig is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has held various roles within the company, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025. Nolan focuses on guiding individuals through significant life events and financial decisions. He emphasizes simplifying complex information and attentive listening to develop actionable financial plans tailored to clients' unique goals. His approach fosters clarity, partnership, and trust throughout the financial planning process. Outside of his professional work, Nolan has interests in camping, fishing, golf, hiking, outdoor adventures, and traveling.

Lynette Whisler is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

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.