Judith Meduna is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Edward Jones from 2017 to 2026 and has a background in education and massage therapy. She has also assisted children with special needs in the St. Vrain Valley School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

David Jones is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing various third-party asset managers and firm-sponsored advisory programs.

Ryan Timmins is a financial advisor with LPL Financial in Ft Collins, CO, holding the Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Kestra Financial Services, Inc. from 2016 to 2021. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katherine Miller is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on a percentage-based, tiered wrap fee structure.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

James Cox III is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. His prior experience includes eight years at LPL Financial and four years at SII Investments, Inc. Outside of his advisory work, he serves as a technician for a family-owned remediation company. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing various portfolio management approaches and emphasizing both proprietary and third-party strategies.

Ysabelle Haggard is a financial advisor at Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Edward Jones since 2017. Previously, she was registered as a referral real estate agent, though her license is no longer active. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

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.

Paige Amble is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments as an Intern in 2023, progressing through positions including Financial Operations Associate and Financial Representative before assuming her current role. In her work, Paige focuses on developing comprehensive financial plans that align with clients' goals and aspirations. She emphasizes clear and collaborative communication to ensure clients feel confident and secure about their financial futures. Outside of her professional duties, Paige enjoys baseball, exploring diverse cuisines, socializing with friends, engaging in outdoor adventures, skiing, and traveling.

Benjamin Goldsmith is a CFP® professional with 18 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. He serves as a trustee for minor children in Sterling, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions that include investment policy development, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Austin Schuler is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS from 2016 to 2020 and was employed at Colorado State University from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

John Cabala Jr. is a financial advisor with OSAIC in Fort Collins, CO, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 24 years and has owned a ranch and farm for 50 years. Outside of advising, he is involved in raising and racing horses, oil and gas production, and outside sales of non-variable insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and managed account services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios.

Jessica Mills Younger is a financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, holding a Series 66 designation and 16 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she holds a minority interest in a real estate company unrelated to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

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.