Brien Mattingly is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He leverages the resources and research capabilities of these institutions to provide investment insights, banking convenience, and lending solutions to a diverse range of clients, including individuals, families, institutions, and businesses. His practice is centered on delivering comprehensive financial advice and guidance aligned with clients' goals. Raised on a farming and ranching operation in the San Luis Valley near Moffat, Colorado, Brien developed values of hard work, discipline, and persistence. He earned a Bachelor's degree in Political Science from the University of Colorado Boulder while playing three years of Division I basketball. His academic accomplishments include making the Dean's List, Commissioner's Honor Roll, and the Big XII All-Academic First Team. After graduation, Brien gained experience with Promark Financial, AXA Advisors, and Wells Fargo Advisors, which combined with his background, shapes his approach to wealth management. Brien holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in various professional organizations such as the Fort Collins Chamber of Commerce and Newcomers Club, and participates in community initiatives including Colorado Youth at Risk, Habitat for Humanity, Junior Achievement, and Porter Billups Leadership Academy. His advisory approach emphasizes clear goal setting, diligent planning, and helping clients achieve clarity and confidence in their financial futures.

Christina Abbey is a financial advisor with Raymond James & Associates in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. She previously worked at RBC Capital Markets for five years and has an extended background with VECTOR MARKETING. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Andrew Moore is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Investment Centers of America, Inc. for 11 years before joining LPL Financial in 2017. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Nicole Sheriff is a financial advisor at Edward Jones in Fort Collins, Colorado, holding a Series 66 designation with 4 years of industry experience. She has been with Edward Jones since 2011 and was self-employed from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of about 23,701 financial advisors.

Craig Moddelmog is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Client Services, LLC, and Cornerstone Wealth Management, Inc. He is also a partner at Sunflower Capital LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support client outcomes.

Brandy Carlson is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Robert Burck is a financial advisor with Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as president of a homeowners association in Fort Collins. 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 advisors and more than 15,000 branch offices.

Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Parsons is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Van Thuyne is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Longbow Industries/LPR Construction and Otter Products. Van Thuyne 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nathan Sloan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2012. 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 across a broad range of topics without discretionary portfolio management.

Valerie Harris is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2022 and has served in various capacities including Financial Consultant and Planning Consultant. Prior to this, she was a Financial Advisor at Thrivent from 2019 to 2022. As a Certified Financial Planner (CFP®), Valerie collaborates closely with clients to understand their unique financial goals, values, and priorities. She focuses on building lasting relationships and providing personalized guidance to help clients develop strategies aimed at growing, protecting, and managing their wealth. Outside of her professional work, Valerie enjoys activities such as hiking, running, skiing, snowboarding, and music.

Andrew Moore is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and custody services, utilizing both in-house and third-party managers.

Arthur Aldrich is a financial advisor at Edward Jones in Loveland, CO, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including 12 years with Edward Jones. Outside of his advisory role, he is involved in property management through ownership of a rental property. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Melanie Bittle is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with one year of experience at the firm. Her prior work history includes roles at TechnoServe, DAI, and the Research Triangle Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Cynthia Motiff is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 11 years before joining RBC in 2020. Outside of advising, she is an owner and landlord of an investment property in Fort Collins, Colorado. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management services through a mix of in-house and third-party investment managers.

Gregory Howell is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 65 and Series 63 licenses and having 16 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Allstate Insurance Co from 2016 to 2023 and has operated Howell Insurance Agency, LLC since 2016. Outside of his advisory work, he owns HRD LLC, a hunting rental dog business. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Justin Brolyer is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS Financial Services since 2013 and holds Series 63 and Series 65 licenses. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander Dixon is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he has experience in marketing and has worked with Colorado Christian University. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary and third-party investment strategies.