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.

Jesse Doke is a financial advisor with Thrivent Investment Management in Fort Collins, Colorado. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevated Estates and TW Retirement Strategies, as well as work related to Colorado State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses covering a wide range of planning topics, offering these services either as a one-time or ongoing engagement without discretionary trading authority.

Jacob Wiskerchen is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Zimmer Biomet from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelly Purdum is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms, including Merrill and Northwestern Mutual Investment Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Douglas O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Insurance Company. He is involved in insurance sales and management, serving as General Manager for Futurity First Insurance Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to various investment products and third-party managed accounts.

Joseph Staples is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cottrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2016. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lucas Albert is Vice President, Wealth Planner at Fidelity Investments. He has been in this role since 2026. Prior to that, he held several positions at Fidelity Investments, including Financial Consultant from 2023 to 2026, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Service Consultant at TIAA from 2020 to 2021, and interned as a student at Western Wealth Advisors from 2019 to 2020. Throughout his career, Lucas has focused on promoting financial literacy and helping clients work toward their financial goals and well-being through a strategic planning framework. His experience spans wealth planning, investment consulting, and financial services. Outside of his professional responsibilities, Lucas enjoys biking, fitness, golf, running, social events with friends, and volunteering.

Karis Schneider is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2026, Karis worked at LPL Financial, Target, PNC Bank, and Bank of Colorado. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles using both in-house and third-party investment managers.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Stefanie Creencia is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She previously worked for 11 years at Raymond James Financial Services Advisors Inc. In addition to her advisory role, she is an associate at First Investments and Planning, serving as an advisor in a bank branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Clayton Ayres is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles across multiple firms, including Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm also has a distinctive focus on algorithmic methodologies, management of fund-of-funds, and advisory roles to registered investment companies.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

David Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years at Raymond James Financial Services. Dunn also operates his own CPA firm, David Dunn CPA, which has been active since 1984, focusing on tax preparation and accounting services. 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 various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and a range of portfolio management options.