Daniel Cottrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2016. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Flanscha is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent and its affiliated entities since 2004. Outside of his advisory role, he is involved in managing real estate through family-owned limited liability companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option, serving clients through a network of financial advisors.

Lucas Albert is Vice President, Wealth Planner at Fidelity Investments. He has been in this role since 2026. Prior to that, he held several positions at Fidelity Investments, including Financial Consultant from 2023 to 2026, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Service Consultant at TIAA from 2020 to 2021, and interned as a student at Western Wealth Advisors from 2019 to 2020. Throughout his career, Lucas has focused on promoting financial literacy and helping clients work toward their financial goals and well-being through a strategic planning framework. His experience spans wealth planning, investment consulting, and financial services. Outside of his professional responsibilities, Lucas enjoys biking, fitness, golf, running, social events with friends, and volunteering.

Karis Schneider is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2026, Karis worked at LPL Financial, Target, PNC Bank, and Bank of Colorado. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles using both in-house and third-party investment managers.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Stefanie Creencia is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She previously worked for 11 years at Raymond James Financial Services Advisors Inc. In addition to her advisory role, she is an associate at First Investments and Planning, serving as an advisor in a bank branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Clayton Ayres is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles across multiple firms, including Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm also has a distinctive focus on algorithmic methodologies, management of fund-of-funds, and advisory roles to registered investment companies.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

Tamara Julien is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, and retirement consulting with discretionary and non-discretionary management supported by research and diversified investment strategies.

David Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years at Raymond James Financial Services. Dunn also operates his own CPA firm, David Dunn CPA, which has been active since 1984, focusing on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and a range of portfolio management options.

Matthew Goodwin is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. Outside of his advisory work, he is involved with Front Range Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Megan Van Dorin is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding a Series 66 designation and six years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2020 and has prior experience outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Gloria Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Wells Fargo Bank, and Canvas Credit Union. Outside of her advisory work, she is an owner and landlord of a residential real estate property through Rodz Real Estate LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Craig Ellis is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

James O'Neal is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Before joining LPL Financial in 2017, he worked for National Planning Corporation from 2009 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management across its offerings.

Rachel Congleton is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones and Wealth Strategies. Outside of advising, she has had involvement with entities such as Cultivating Hope DBA Hope Farms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Sandra Knox is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera Advisors LLC since 2013, previously working at First Allied Securities, Inc. from 2007 to 2022. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Parker Wiseman is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he creates comedy and hobby commentary videos on YouTube and TikTok. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Meredith Lyons is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Robinhood Financial. Outside of finance, she owns and operates a handcrafted jewelry business called BddByMere. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.