Ryan Moore is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dominic Mathias is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His prior work spans several companies, including Sawyers Salmon, LLC and Domino's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Joshua Barrios is a financial advisor at Morgan Stanley in Loveland, Colorado. He holds a Series 66 designation and has experience working at Elevations Credit Union and The Cheesecake Factory prior to joining Morgan Stanley. Barrios has been with Morgan Stanley since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Nathan Hall is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Deutsche Bank Securities Inc. for eight years before joining UBS. Outside of finance, he is a minority shareholder in Alton Lane, Inc., a bespoke clothier, and occasionally offers his opinion on business matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Katie Baker is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 10 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones for six years and served in the Air National Guard for ten years. Outside of her advisory role, she co-organizes the Noco Children's Business Fair, an event where children sell handmade items in a craft fair setting. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Thomas Pilkington is a financial advisor with Osaic, holding a Series 63 designation and over 40 years of industry experience. Prior to joining Osaic in 2018, he operated Tom Pilkington Financial Services for 36 years and worked at Signator Investors, Inc. from 2016 to 2018. He is also president of Rawah Range Ltd, an entity that processes payroll. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various risk assessment and rebalancing tools.

John Iverson is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC and Cornerstone Home Lending. Outside of advisory work, he owns and operates THE VR ARCADE and Iverson Images, two entrepreneurial ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Devin Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007 and was previously with Cetera Investment Services LLC for one year. Devin also operates a business under the name MacDonald Financial Services. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of advisors.

David Clarkson is a financial advisor with Osaic Wealth in Fort Collins, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. He is also a partner in D&A Partners LLP, a home building and remodeling company, in which he participates outside of trading hours. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory, and brokerage services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various programs.

Bradley Thompson is a financial advisor at OSAIC Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Securities, Kovack Advisors, LPL Financial, Cetera Investment Services, and Wells Fargo Investments. Thompson also operates a separate financial advisory business under Thompson Wealth Management, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, multiple custodial relationships, and access to third-party money managers and alternative investments.

David Campbell is a financial advisor with Edward Jones in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a manager of Highlander Office Properties, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Dixon is a CFP® with ten years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial and Securities America. Outside of his advisory work, he has been involved with Intelligis Spatial Solutions for over two decades. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Benjamin Leggett is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at TruStage, LPL Financial, Canvas Credit Union, and Commercial Interiors. Leggett is based in Fort Collins, Colorado. 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 through a network of over 14,000 advisors, offering both brokerage and advisory solutions.

Brien Mattingly is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He provides comprehensive financial advice and guidance to individuals, families, institutions, and businesses, leveraging access to research and resources from a global network of specialists. Brien focuses on helping clients achieve clarity and confidence in their financial future by emphasizing the importance of setting detailed financial goals and maintaining disciplined plans to accomplish them. Brien grew up on Mirage Farms, a farming and ranching operation in the San Luis Valley near Moffat, Colorado, where he developed values of hard work, discipline, problem-solving, and persistence. He graduated from the University of Colorado Boulder with a degree in Political Science after playing three years of Division I basketball, earning honors such as the Dean's List, Commissioner's Honor Roll, and Big XII All-Academic First Team. His professional career includes experience as a financial advisor at Promark Financial, AXA Advisors, and Wells Fargo Advisors, which informs his approach to wealth management. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brien is engaged in his community through involvement with organizations such as Colorado Youth at Risk, Habitat for Humanity, Junior Achievement, and the Porter Billups Leadership Academy, and is active in professional groups including the Fort Collins Chamber of Commerce and the Newcomers Club.

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.

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 at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes advisory and insurance roles at Futurity First, Securities America Advisors, and Mutual of Omaha Investor Services. In addition to his advisory work, Schmidt is involved in insurance sales and recruiting activities through Futurity First. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm operates a multi-advisor platform with a range of investment programs and maintains a complex affiliate network, supporting services for individual investors, retirement plans, and corporate clients.