Jenny Mcconnaughay is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and two years of industry experience. She has been affiliated with Primerica Financial Services since 2015 and also has worked as a homemaker. In addition to advisory work, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by third parties and supports its advisory services with custodial and trade execution partners.

Jeffrey Losh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an assistant JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or discretionary trading authority. Their approach includes holistic, goal-based analyses and offers an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Lucas Cirbo is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Bell is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm has a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Ryan Ponthier is an advisor with Thrivent Investment Management holding a Series 66 designation. He has one year of industry experience, having joined Thrivent in 2026. Prior to his advisory role, he worked in various positions within the hospitality sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Mary White is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with 15 years of industry experience. Prior to joining Edward Jones, she spent 13 years at J.P. Morgan Chase Bank. 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 maintaining a large national network of advisors and branch offices.

Kevin Flint is a financial advisor at Edward Jones in Loveland, CO, holding the CFP® and ChFC® designations with 15 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Quinncia, Constant Contact, Amway, and The Fairs App LLC. He also facilitates a peer advisory group for Christian business owners in Fort Collins, CO. 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 nationwide network of financial advisors and branch offices.

Karlee Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked within Wells Fargo entities since 2012, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Guillermo Gonzalez is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Wells Fargo, KeyBank, and CUSO Financial Services. Outside of his advisory work, he is involved with Kimo Properties LLC, a real estate rental business. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Audra Morse is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christa Bouchard is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2018. Prior to that, she worked with The Nanci Garnand Team and was involved with Respite Care, Inc. She holds a Series 66 designation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources.

Andrea Deepe is a Series 65 licensed financial advisor with Primerica Advisors, based in Loveland, CO, and has seven years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2016 and has held roles outside the financial sector at Trufit Athletic Club, BJ's Brewhouse & Restaurant, and Gold's Gym Loveland. In addition to her advisory work, she receives compensation for the sale of loan products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Kyle Pope is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Western Sky Energy Partners, 1776 Energy Services, and Covenant Testing Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Haenny is a financial advisor with LPL Financial in Loveland, CO, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, with additional business activities under Haenny Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Walter Maasch is a CFP® professional with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise, Great Western Bank, Premier Mortgage Group/Cherry Creek Mortgage, and JPMorgan Chase. Maasch also holds a notary commission in Colorado. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported portfolio strategies and advanced technology integration.

Amanda Bumgarner is a financial advisor with Wells Fargo Clearing in Longmont, CO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at BancWest Investment Services, BANK OF THE WEST, and U.S. Bancorp Investments. 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 and offers both brokerage and advisory solutions.

Matthew Lipari is a financial advisor with Charles Schwab in Longmont, Colorado, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Cordeiro is a CFP® professional with four years of experience, currently affiliated with Mass Mutual Investors Services in Johnstown, Colorado. His work history includes roles at MassMutual Life Insurance Company, Commonwealth Financial Group, and the U.S. Postal Service. He also serves as an Operations Officer with the Vermont Army National Guard. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.

Samantha Rogers is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Primerica Financial Services since 2020 and previously held positions at Crocs Inc and Insight Global/Intellisource. Outside of advising, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a wrap-fee solution with a tiered percentage-based fee structure.

Joshua Walker is a financial advisor with Edward Jones in Longmont, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Edward Jones since 2010. Outside of his advisory work, he serves as a pastor at Hygiene United Methodist Church and Longs Peak United Methodist Church, where he is involved in preaching, worship, and small group leadership. 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 and offers a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices nationwide.