Daniel Mackey is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at THE O.N. Equity Sales Company, Ohio National Life Insurance, and Principal Life Insurance Company. He is also involved with Mackey Financial Services LLC, an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing various advisory strategies supported by research and technology tools.

Jason Welling is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 license and five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory career, he was affiliated with Emory University and River Hill High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support its financial planning process.

Michael Reed is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, BancWest Investment Services, and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Nicole Rowe is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as treasurer for the Fort Collins Children's Theatre, managing its financial reporting and tax filings. 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 with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.

Eric Iserman is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Symmetry Financial Group and E-Valuations LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics without managing client portfolios directly. Their services can be combined with managed accounts through a consolidated billing option called “WealthPlan.”

Joseph Newton is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022 and previously worked at Colorado State University for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets 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.

Joseph Dobson is a financial advisor at Edelman Financial Engines in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fidelity Investments, Thrivent Financial, and The Vitamin Shoppe. Outside of finance, he has been involved in various fitness and nutrition-related activities, including operating Dobson Fitness and working with nutrition companies. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, emphasizing diversified model portfolios, periodic rebalancing, and a long-term orientation. The firm provides both discretionary management and online advice, managing approximately $326 billion for around 477,000 clients.

Jaclyn Montoya is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at OSAIC, Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Montoya serves on the executive board of a nonprofit condo association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models with discretionary and non-discretionary strategies.

Ian Nelson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial and has a background that includes 15 years at England Logistics, Inc. Outside of his advisory work, he operates a mobile DJ business and serves as a soccer referee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services supported by proprietary research and planning tools. The firm provides tailored financial recommendations with optional implementation through its brokerage or advisory programs.

Gene Elder is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Thrivent since 2002. Outside of advising, Elder serves as Vice President of the Post 22 Baseball Foundation and is the head JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics without portfolio management or institutional advisory services.

Robert Royse is a CFP® with 11 years of industry experience and has been with Edward Jones since 2015. He is based in Fort Collins, CO, and 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 wide range of investment strategies and affiliated services, operating under a fiduciary standard.

Megan Frahm is a Series 66 licensed financial advisor with 15 years of industry experience, currently with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc. and MMF LLC. She is also involved in running a separate business, Streamlined Wealth Planning, that operates alongside her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevan Mcnaught is a financial advisor with LPL Financial based in Windsor, CO, holding Series 63 and Series 65 credentials and over 40 years of industry experience. Prior to joining LPL Financial in 2010, he worked at Cetera Investment Services LLC and KeyBanc Capital Markets Inc. He serves as a co-trustee for family trusts, including the McNaught Family Trust and the Donald C McNaught Life Insurance Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and advisor tools.

Christopher Schommer is a financial advisor with LPL Financial based in Fort Collins, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ruesch, Biddle, Larson & Ratliff, CPAs, LLC, and Lion Street Advisors. He is involved with entities related to tax and accounting services outside of his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by technology tools and a large network of advisors.

Ryan McNulty is a financial advisor with LPL Financial, holding the Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 14 years with Waddell & Reed, Inc. McNulty is also involved with Choice City Holdings LLC and Choice City Group Inc, among other business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Cody O'Malley is a CFP® professional with eight years of industry experience, currently affiliated with Fidelity Investments. His prior work includes roles at DPL Financial Partners, The Leaders Group, Jackson National Life Distributors, and Edgewater Beach and Cabana Club. Outside of his advisory work, he serves as an assistant wrestling coach at Timnath Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides discretionary and non-discretionary advisory services, often incorporating algorithmic portfolio construction and oversight of affiliated sub-advisers.

Elizabeth Albrecht is a Series 66 licensed financial advisor with Wells Fargo Advisors in Fort Collins, Colorado, and has 14 years of industry experience. She has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Outside of her advisory role, she serves as president of the Shores Four Condominium Association and works part-time as a store associate at Mary’s Mountain Cookies. 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 range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Jeremiah Mackmiller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he is a silent partner in VRRX Holdings LLC, a medical device company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and extensive resources.

Jason Maes is an advisor at Edward Jones in Windsor, CO, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience with Empire Today LLC, Restor Colorado LLC, and Story Barns LLC. 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.

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.