Maryann Ruck is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at J.P. Morgan Securities from 2008 to 2009 before joining LPL Financial in 2009. In addition to her advisory role, Maryann leads divorce workshops and serves as a Certified Divorce Financial Analyst (CDFA). 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 portfolios, third-party asset management, and institutional platforms.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Lorelyn Glapion is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes tenure at Oracle and Anthem Inc., alongside her ongoing roles at Primerica Financial Services and PFS Investments Inc. She is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a broad advisory network and relies mainly on model-driven strategies managed by third-party asset managers.

Tyler Rusch is a financial advisor with LPL Financial in Loveland, Colorado, holding the CFP® designation and securities licenses Series 63 and Series 66. He has 26 years of industry experience, including 22 years at Investment Centers of America, Inc. prior to joining LPL Financial in 2017. 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 financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Jonathan Tataje is a financial advisor affiliated with LPL Financial, holding a Series 66 designation. He has recently transitioned into the financial industry with one year of experience, previously working in various roles including at Bad Daddy's Burger Bar and Colorado State University. 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 and model portfolio programs delivered through a broad network of investment adviser representatives.

Lindsey Stonemets Leaf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. She has concurrently worked with First Investments and Planning and First National Bank of Omaha, where she serves as a financial advisor and customer support representative. Lindsey is also involved with the Mountain View Skating Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm 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.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Joshua Dees is a financial advisor at Ameriprise in Loveland, Colorado, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Outside of his advisory role, he owns a second home rental property in Red Feather Lakes, Colorado. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Robert Timme is a Series 66-licensed financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 13 years. Outside of advising, he serves as a notary and manages Legacy Holdings, Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Schwan is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors since 2020 and previously served with Weld County Government for 13 years. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Elizabeth Calzolari is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Her prior experience includes roles at Bank of America, Thrivent Financial, Edward Jones, and Block Advisors. She serves on a committee at Guardian Angels Catholic Church in Mead, Colorado, assisting with the monthly budget and bill approvals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Lechman is a financial advisor at Edward Jones in Windsor, CO, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2021, she worked in real estate with K Adams Re/Max Alliance for nine years and was employed in roles as a house cleaner and with the Guttersen Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Barry is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial since 1996 and also operates Barry Financial Services since 1991. Outside of his advisory work, Barry is a musician who plays drums in a band. 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 diverse range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Tabetha Mc Ginnis is a financial advisor with Edward Jones in Windsor, CO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a consultant for Mary Kay beauty products, primarily for personal use within her family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Barton Talkington is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Beacon Hill Staffing and held positions at the University of Northern Colorado and Murdoch's Home and Ranch Stores. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Damien Salerno is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Thrivent Investment Management Inc. Outside of his advisory role, he is involved as a membership associate and personal trainer at Club Loveland and serves as a site director for youth sports at Triple Crown Sports. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Ronald Larsen is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Fortis Investors, Inc., Larsen, Cheran & Associates, and Larsen Financial Services. Outside of his advisory work, he owns Larsen Financial Services, a sole proprietorship involved in insurance sales and servicing client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multi-asset portfolios managed on discretionary or non-discretionary bases.

Cory Lange is a financial advisor with Thrivent Investment Management in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. He has been with Thrivent and affiliated firms since 2022. Outside of his advisory role, Lange serves on the board of the Fellowship of Christian Athletes, supporting coaches through prayer, resources, and accountability. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and recommendations without portfolio management or implementation services, with options to combine planning and managed-account programs under consolidated billing.

Kailun Hensley is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, Hensley worked at Edge the Service Company and Bridgecrest. Hensley serves on the financial committee for Health4Heroes, contributing to budgeting, cash management, and fundraising efforts. 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.