Aaron Elder is a financial advisor with Thrivent Investment Management in Johnstown, CO, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Professional Financial Specialists, Inc. Outside of advising, he co-owns a social media content business focused on baseball trivia and serves as Assistant Director of Baseball for a local youth sports nonprofit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and a range of planning topics including retirement and estate planning.

Brendon Mc Bride is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Key Investment Services, KeyBank, Community Banks of Colorado, and Wells Fargo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alec Thompson is a Financial Consultant I with Fidelity Investments, where he currently provides financial consulting services. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate and Investment Consultant before assuming his current position as Planning Consultant in 2025. During his tenure at Fidelity Investments, Alec has gained experience in client relationship management, investment consulting, and financial planning. He focuses on assisting clients and their families in making informed decisions about their financial futures. Outside of his professional career, Alec enjoys outdoor activities such as baseball, camping, fishing, hiking, outdoor adventures, and snowboarding.

John Balmer is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2017, he worked at Whole Foods Market for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

Larry Hubbard is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at Ameriprise and Ameriprise Financial Services, Inc. He operates in Greeley, Colorado, and maintains a side business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, incorporating model portfolios and research from both internal and third-party sources.

Deborah Cook is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Michael Shobe is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes roles at Funkwerks, Brooklyn Brewery, Wilbur's Total Beverage, and Fort Collins Brewery. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Palm is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2013 and is also involved with the Turning Point Center for Youth. 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 uses research-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Cynthia Rothman is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 65 and Series 63 licenses with 10 years of industry experience. She previously worked for GreeleyTribune and the Denver Post for 14 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large advisor and branch network as well as additional affiliated capabilities beyond advisory services.

Phillip Loring Jr. is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior firms include LPL Financial, RTI Wealth Management LLC, and Waddell & Reed, Inc. He has also been involved with PNL Inc. and Beach Path LLC in investment-related roles. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Edmundo Barajas Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James and First National Bank since 2017 in various advisory roles. Additionally, he serves as Representative in Charge at First Investments and Planning in Fort Collins, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Randal Petrilli is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Jim McFadden is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His experience in financial services also includes roles at Charles Schwab, where he worked as a New Client Investment Consultant from 2021 to 2022 and as a High Net Worth Specialist from 2017 to 2021. As a Certified Financial Planner professional, Jim focuses on developing financial plans that are tailored to the unique situations of his clients. He emphasizes understanding clients' values and goals to create adaptable roadmaps aimed at providing confidence and peace of mind. This approach supports clients in focusing on what is most important in their lives.

Deanne Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at various Wells Fargo entities since 2014. Murphy serves as Treasurer and Finance Committee Member for The Friends of the Gardens on Spring Creek in Fort Collins, CO, where she manages financial oversight and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a broad network of advisors.

Howard Hissrich is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in Joga Bonito, LLC, a retail and wholesale product business, and serves on the Wings of the Rockies Auxiliary Board, a museum focused on flight and aviation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and modeling tools to support client decision-making.

Gregory Dellinger is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James and its affiliates since 2005. He is also the owner and CEO of Dellinger Wealth Management, a support company serving advisory and brokerage accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Alexis Cousins is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Alexis worked for eight years at Odell Brewing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sara Bordelon is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked with Digital Promise Global and served in educational roles at Poudre School District and Clear Creek Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a nationwide network of more than 23,700 financial advisors.

John Heddens is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the rebranding of Axa Advisors, where he also worked, he has maintained a long tenure within the same organization. Outside of advising, he holds roles related to real estate, including serving as secretary of a professional office park owners association in Fort Collins, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, primarily using third-party asset managers and LPL-sponsored platforms.

Randall Hooker is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Wells Fargo from 2016 to 2021 before joining Edward Jones, where he has been since 2021. He 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.