Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party strategies tailored to client objectives.

Matthew Sidgwick is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and was previously with Wells Fargo Clearing from 2011 to 2014. 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 applying an ESG eligibility framework in its recommendations.

Christopher Thorpe is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Elevations Credit Union, CUSO Financial Services, LP, and Key Investment Services. He is involved with Elevations Wealth Management Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joanna Halle is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience, including roles at Target prior to joining Edward Jones in 2022. She is based in Longmont, Colorado, and has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices across the U.S.

Matthew Harrington is a financial advisor at Edward Jones in Loveland, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he was involved with Logos Imaging LLC for 11 years. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Brett Zenisek is a financial advisor with Edward Jones in Windsor, Colorado, holding a Series 66 designation and six years of industry experience. He previously worked at Tharp Cabinet Corporation for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Rothe is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and OSAIC for one year before joining LPL Financial in 2024. Outside of his advisory role, he is involved with JDR, Inc., a business entity established for tax and investment purposes unrelated to his advisory work. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, combining broad financial activities with oversight of substantial discretionary assets and a large advisor network.

Christopher France is a CFP® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of Loveland, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

David Havice is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity, starting as an Investment Solutions Representative I in 2021 and advancing to his current role. Prior to joining Fidelity, he worked as a Banker at JP Morgan Chase from 2018 to 2019. David helps individuals and their families throughout their financial journeys by collaborating to build, implement, and monitor tailored financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, David has personal interests that include cars, concerts, gardening, motorcycles, and pets.

Billy Stone is a financial advisor at Edward Jones in Longmont, CO, holding CFP® and ChFC® designations with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as vice president and board member of the Coloradans Car Club, is involved with the Skyline Kiwanis Club and its foundation, and owns a small real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of more than 23,000 financial advisors.

Andrew Macdonald is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Linsco Private Ledger since 2001. Outside of his advisory work, he owns several businesses including Macdonald Construction, Macdonald Helicopter, and Horseshoe Farms, which sells produce. 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 and access to model portfolios and third‑party asset managers.

Jeremy Audas is a Financial Consultant currently working at Fidelity Investments since 2023. He has extensive experience in the financial services industry, having held roles such as Private Client Advisor at JP Morgan from 2019 to 2023, Financial Solutions Consultant at Merrill Lynch from 2018 to 2019, and Investment Solutions Representative at Fidelity Investments from 2016 to 2018. Throughout his career, Jeremy has focused on developing customized financial plans tailored to the needs of individuals and families. He emphasizes building strong relationships to ensure trust and reliability with his clients. Jeremy holds insurance licenses in Arkansas and California.

Jacob Shepard is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities LLC in Loveland, Colorado. He has been with J.P. Morgan since 2016 and is also a co-owner of a sports card business called CCJJ LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset‑allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kristina Peach is a financial advisor with Thrivent Investment Management in Loveland, Colorado. She holds a Series 66 designation and has 12 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses covering various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Eric Gill is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.