James Macdonald is a financial advisor with LPL Financial in Loveland, Colorado. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank. 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 a range of advisory programs and financial planning services supported by model portfolios, research resources, and both discretionary and non-discretionary management.

Brandi Kroese is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of her advisory role, Kroese serves as a Marketing Director for Melaleuca, a direct marketing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers goal-based analyses and written recommendations on topics such as retirement and estate planning, delivered through a network of financial advisors without discretionary trading authority.

Kayli Christensen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2015. J.P. Morgan Securities LLC 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 in its investment process.

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.

Traci Foth is a financial advisor with Equitable Advisors in Loveland, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Equitable Advisors since 2014, previously working at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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.

John Rothones is a Series 66 licensed financial advisor with Edward Jones, based in Loveland, CO. He has 19 years of industry experience, all spent with Edward Jones since 2007. 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 nationwide network of more than 23,000 advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

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.

Ben Voss is a financial advisor with Raymond James Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2018 before joining Raymond James Financial Services Advisors, Inc. in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and the SIMPLE IRA Employer Advisory & Consulting Services program.

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.

Paul Hummel is a financial advisor with LPL Financial based in Loveland, Colorado. He holds a Series 63 designation and has 37 years of industry experience, including 24 years with Investment Centers of America, Inc. and nine years with LPL Financial. Outside of his advisory role, he is a business owner of a local restaurant, Justine's Pizza. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and a variety of advisory programs supported by both discretionary and non-discretionary management.

Shane Richendifer is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 national network of financial advisors and branch offices.

Jennifer Buford is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fort Collins, Colorado. She has seven years of industry experience, including roles at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Zachary Freeman is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his career with RBC in 2025, following prior roles in automotive supply and education from 2015 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management services.

Colton Jones is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, he gained experience as a Private Client Banker at J.P. Morgan Securities LLC from 2021 to 2022 and as a Relationship Manager at Bank of America from 2019 to 2021. Colton's approach to financial planning emphasizes assigning each dollar in a portfolio a clear and specific role, aiming to create concise and transparent portfolio strategies. He focuses on helping clients develop confidence in their investment plans through straightforward and well-defined financial solutions. Outside of his professional work, Colton has interests in art, fitness, golf, movies, pets, and reading.

James Muff is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and USA Financial Securities. Outside of his advisory work, he owns and operates a motorcycle coaching business and is part-owner of a guided motorcycle tours company. 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Voelker is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His role includes providing guidance on general investing, retirement planning, and saving for unforeseen events. He also coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Voelker helps clients build, manage, and preserve their wealth through personalized strategies that incorporate investment planning, income considerations, tax-efficient strategies, debt management, and estate considerations. He collaborates with clients' tax advisors and estate attorneys to design comprehensive financial plans. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Ohio State University. In his personal time, Voelker enjoys adventure sports such as biking, boating, rock climbing, scuba diving, skiing, and swimming, as well as cooking, football, and spending time with his family.

Peter Aschenberg is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently based in Fort Collins, CO. He has one year of industry experience and previously worked in various roles at companies including Men's Wearhouse, DoorDash, and Northwestern Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carson Bischoff is a financial advisor at Edward Jones in Loveland, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory role, Bischoff serves as President of Topaz Business Plaza in Loveland and is involved as a Director in his family business, Kadee Inc. 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 nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.