Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Van Thuyne is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. His prior work includes roles at Otter Products and Longbow Industries/LPR Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large advisor and branch network across the United States.

Nathan Sloan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning across a broad range of topics without discretionary portfolio management.

Matthew Hulse is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Outside of his advisory role, he works as a youth ice hockey referee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Valerie Harris is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2022 and has served in various capacities including Financial Consultant and Planning Consultant. Prior to this, she was a Financial Advisor at Thrivent from 2019 to 2022. As a Certified Financial Planner (CFP®), Valerie collaborates closely with clients to understand their unique financial goals, values, and priorities. She focuses on building lasting relationships and providing personalized guidance to help clients develop strategies aimed at growing, protecting, and managing their wealth. Outside of her professional work, Valerie enjoys activities such as hiking, running, skiing, snowboarding, and music.

Andrew Moore is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and custody services, utilizing both in-house and third-party managers.

Sigrid Daugaard is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. Her prior experience includes eight years with Transamerica Financial Advisors. She is also involved in several independent business activities related to wealth management and insurance in Fort Collins, Colorado. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by 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 a variety of platforms, proprietary model strategies, and third-party advisers.

Melanie Bittle is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with one year of experience at the firm. Her prior work history includes roles at TechnoServe, DAI, and the Research Triangle Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Cynthia Motiff is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 11 years before joining RBC in 2020. Outside of advising, she is an owner and landlord of an investment property in Fort Collins, Colorado. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management services through a mix of in-house and third-party investment managers.

Gregory Howell is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Howell Insurance Agency, Allstate Insurance, and TIAA-CREF. Outside of his advisory work, he owns HRD LLC, a business involved in hunting rental dogs. 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 broad range of financial planning and investment services through a large network of advisors using customized and model portfolio strategies combined with advanced operational tools.

Justin Brolyer is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS Financial Services since 2013 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander Dixon is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he was involved with Madwire LLC and Huebner Marketing earlier in his career. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management across multiple platforms.

Kristina Paz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Morgan Stanley, Waddell & Reed, and Citigroup Global Markets. Outside of her advisory role, she is a travel vlogger and volunteers with Loveland Habitat for Humanity. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Katherine Janda is a CFA® charterholder with six years of industry experience. She is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and The Strategic Financial Alliance, Inc. Outside of her advisory role, she manages a single-family rental property in Loveland, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

Patrick Varney is a financial advisor with Raymond James Financial in Windsor, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Raymond James Financial Services since 2000 and at Bank of Colorado since 2007. Varney serves as trustee for family trusts and participates on the finance committee of a local Catholic church. He is also president of Bank of Colorado Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Fowler is a CFP® certificant with 18 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. He holds partial ownership in investment-related entities but these are related to real estate holdings and operating accounts rather than advisory services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients having the option to implement through various programs.

Brian Collins is a financial advisor with LPL Financial in Fort Collins, Colorado, holding a Series 66 designation and 13 years of industry experience. His prior experience includes eight years at Waddell & Reed, Inc. and ongoing work in insurance with W&R Insurance Agencies. Collins also operates Brian Collins LLC, a business entity 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing various investment strategies.

Caroline Aguilar is a financial advisor with UBS Financial Services in Fort Collins, CO, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Raj Vaswani is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior roles include positions at Thrivent Financial, Devonshire Partners, Athena Investment Advisors, and academic involvement with Simon Business School at the University of Rochester. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various financial topics through a network of advisors. The firm’s approach separates planning from managed-account services and focuses on ongoing, periodic reviews without discretionary trading authority.

Joseph Morrongiello is a financial advisor with Raymond James & Associates in Fort Collins, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked seven years at Southwestern/Great American. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Be Kind FoCO and creates handmade wood games sold locally and online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with a range of financial planning, consulting, and advisory services, utilizing fact-based analyses and a variety of portfolio management styles.