Anton Ripsam is a CFP® professional with 25 years of industry experience, currently advising clients at LPL Financial since 2018. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He manages his LPL business through Peakview Wealth Management in Loveland, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management platforms.

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked for Wells Fargo Advisors Financial Network LLC for 10 years before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers multiple portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Lori Gibb is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. She previously worked at Raymond James & Associates, Inc. for 10 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Daren Gartner is a CFP®-designated financial advisor with Edward Jones in Loveland, CO, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party strategies tailored to client objectives.

Andrew Thiel is a financial advisor with Edward Jones in Greeley, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Book Concepts for 13 years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Matthew Sidgwick is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and was previously with Wells Fargo Clearing from 2011 to 2014. J.P. Morgan Securities LLC 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.

Brent Kramer is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at TIAA-CREF from 2016 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional capital markets and banking solutions.

William Kurtz is a financial advisor with UBS Financial Services in Greeley, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in a residential real estate partnership in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Laura Schnell is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Schnell is also a Colorado Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Christopher Thorpe is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Elevations Credit Union, CUSO Financial Services, LP, and Key Investment Services. He is involved with Elevations Wealth Management Services. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Harrington is a financial advisor at Edward Jones in Loveland, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he was involved with Logos Imaging LLC for 11 years. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Brett Zenisek is a financial advisor with Edward Jones in Windsor, Colorado, holding a Series 66 designation and six years of industry experience. He previously worked at Tharp Cabinet Corporation for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Ingraham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and UBS Financial Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Menan Bergman is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He has 11 years of industry experience and is based in Greeley, Colorado. In addition to his advisory role, he is involved as CEO of Bergman Land & Cattle Co./Berg's Bunkhouse LLC, a business engaged in rental real estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored non-discretionary consulting using risk profiling and modeling tools, supporting implementation through advisory programs and other providers.

William Bolander is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years at L.M. Kohn & Company. Outside of his advisory role, he is involved in non-variable insurance activities. 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, third-party asset management, and institutional platforms.

Joel Rothe is a CFP® professional affiliated with LPL Financial, bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and OSAIC for one year before joining LPL Financial in 2024. Outside of his advisory role, he is involved with JDR, Inc., a business entity established for tax and investment purposes unrelated to his advisory work. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, combining broad financial activities with oversight of substantial discretionary assets and a large advisor network.

Todd Andre is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He worked at Investment Centers of America, Inc. prior to joining LPL Financial in 2017 and has been affiliated with State Farm since 2002. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Kelly Beck is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Charles Cooper is a CFP® with 43 years of industry experience. He is currently affiliated with Osaic and was previously associated with Securities America Advisors, Inc. for a decade. Cooper is also president of The Master's Agency, a business he has been involved with since 1983, which includes selling life insurance and annuities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services as well as access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports both discretionary and non-discretionary account management.