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.

Kurt Anders is a financial advisor with LPL Financial in Ft. Collins, CO, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2003 and previously worked at A.G. Edwards & Sons, Inc. from 1999 to 2003. Anders also operates Anders Financial Management Inc., an investment-related business associated with his LPL practice. 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, supported by technology and a broad network of over 22,800 advisors.

Trevor Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His prior roles include time at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Georgia Pacific. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Roger Olson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory work, he owns Self-Defense Solutions LLC, which provides safety consulting, education, and seminars. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Mary Wright is a Financial Consultant at Fidelity Investments. She has held several roles within the company, including Financial Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, Financial Representative from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. In her work, Mary partners with individuals and families to define success in their financial lives, providing analysis and customized financial plans aimed at achieving financial peace, security, and legacy building. She believes in a holistic approach to financial planning. Outside of her professional role, Mary has interests in cooking and baking, fitness, hiking, parenthood, pets, and reading.

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.

Karl Harman is a financial advisor with Ameriprise in Fort Collins, CO, holding a Series 63 designation and 42 years of industry experience. He has worked with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing investment research and algorithmic tools within a distinctive enrollment and product framework.

Peter Contino is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding CFP®, Series 63, and Series 65 designations and offering 23 years of industry experience. He previously worked at Stifel for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Paul Soraci is a financial advisor with OSAIC in Fort Collins, CO, holding a Series 63 designation and bringing 43 years of industry experience. He has been with OSAIC since 1994. Outside of his advisory work, Soraci owns and operates a tax preparation business and is involved in occasional life insurance sales. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party managers.

John Fernandez is a financial advisor with Fidelity Investments in Fort Collins, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, New York Life Insurance Company, and The Federal Savings Bank. Outside of finance, he was co-president of Flat Rock Ranch LLC, which raised Highland cattle until its recent sale. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

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.

Thomas Harris is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Assistant Branch Manager. In his current role, he focuses on prioritizing client success and providing guidance on investment risks. Throughout his career at Fidelity, Thomas has developed expertise in financial planning and investing, emphasizing principles that help clients prepare and strive for success. He is committed to attracting, retaining, and promoting financial professionals who demonstrate high character to serve clients effectively.

Daniel Campbell is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has partial ownership interests in several Fort Collins-based investment-related LLCs. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include niche areas such as business-owner transition and special-needs planning.

Rodney Jones is a financial advisor with J.P. Morgan Securities in Ft Collins, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes over a decade at Jackson National Life Distributors LLC. J.P. Morgan Securities 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.

John Glaubke is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience in the financial sector spans several roles, including Associate Wealth Management Advisor and Financial Representative at Northwestern Mutual between 2020 and 2023, as well as positions at JP Morgan Private Bank and TD Ameritrade from 2016 to 2019. John's expertise includes holistic financial planning aimed at helping clients achieve financial stability. His career progression reflects a focus on wealth management and investment consulting. Outside of his professional work, John enjoys cooking and baking, exploring culinary interests, watching football, engaging in outdoor adventures, and spending time with his family as a parent.

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.

Anton Ripsam is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He operates Peakview Wealth Management, a business affiliated with his LPL practice in Loveland, Colorado. 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, managed portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Booton is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Booton Boards Company and Fort Lewis College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 financial advisors. 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, operating under a fiduciary standard.