Michael Look is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, LPL Financial, Ameriprise Advisor Services, and Citigroup Global Markets. 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. The firm operates within the broader J.P. Morgan organization and offers access to a range of unique product types through its registrations and affiliations.

Lisa Lynn is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Wellington, CO. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she manages a business through LYNN LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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.

Shawn Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at ICA Group Wealth Management, Investment Centers of America, Della Parola Capital Management, and Wells Fargo Investments. He is also the author of a book titled "The Dinner Party." 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and various institutional platforms, supported by research and technology tools for investment strategies.

Taylor Mustoe is a financial advisor with Wells Fargo Clearing and holds the ChFC® and Series 66 designations. He has five years of industry experience and has been with Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, NA that began in 2014. Outside of his advisory role, he owns a vehicle rental business in Firestone, Colorado. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Fanning is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in Fort Collins, CO. His prior work includes roles at The O. N. Equity Sales Company and Retirement & Estate Advisors Inc. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services with various investment program options.

Jesse Reyes is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Kings Consulting, AgVend, Granular, and Workiva. Outside of his advisory role, Mr. Reyes is the principal consultant for Kings Consulting LLC, providing analysis and recommendations to SaaS go-to-market leaders and small business owners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides specialized planning solutions and leverages proprietary research and tools to deliver tailored recommendations, with clients choosing how to implement these through various brokerage and advisory programs.

Nicholas Sages is a financial advisor at Equitable Advisors in Fort Collins, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles at Colorado State University, the Town of Erie, and involvement with the Greenwich Council Boy Scouts of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through third-party sponsors and offers ERISA fiduciary services for qualified plans.

Roderick Morrison is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Morrison also holds a 31.5% ownership interest in 5941 Company, LLC, a non-investment related business based in Fort Collins, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients choosing the extent of implementation through brokerage or advisory programs.

Nicole Rivera is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial for five years and held roles at several other financial and insurance firms. Outside of her advisory role, she is involved in a jewelry sales business based in Northern Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

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.

Saana Liikonen is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial and Adams Bank and Trust. She also serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Ashton Rinow is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this, Ashton served as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed an internship at Prospective Wealth Advisors in 2024. In this role, Ashton focuses on understanding clients' unique financial goals, maintaining transparency, and supporting their long-term success. Ashton approaches client relationships with empathy and clarity, aiming to empower clients with confidence in their financial future. Outside of work, Ashton has interests in cooking and baking, fitness, exploring culinary experiences, social events with friends, and spending time with pets.

John Mclaurin is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2002 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 and leverages proprietary research and model-based asset allocations to tailor client solutions.

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.

Matthew Coonley is a financial advisor with LPL Financial based in Fort Collins, CO. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he operates a sole proprietorship focused on non-variable insurance products, including fixed annuities and health, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced technology and a large network of over 22,800 advisors.

Laura Snodgrass is a financial advisor with Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Edward Jones since 2004. Outside of her advisory role, she is co-owner of an airplane leasing business, Colorado Sport Pilot, involved in financial oversight and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Nicholas Kane is the Vice President and Branch Leader at Fidelity Investments, where he leads the Fort Collins team. In this role, he focuses on supporting clients in their financial planning efforts to help them work toward life fulfillment. He encourages individuals to begin building their financial plans to achieve their goals. Nicholas has extensive experience within Fidelity Investments, having held several positions since 2016. His career includes roles as Relationship Manager, Financial Consultant, Vice President Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President Branch Leader. This progression reflects his developing expertise in financial consulting and regional planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jonathan Bordeman is a Financial Consultant who emphasizes the importance of achieving financial peace of mind tailored to each individual's unique circumstances and goals. He focuses on tax-efficient investing and estate planning as key components in building comprehensive financial plans. Jonathan prioritizes professionalism, respect, and honesty in his client relationships. His professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Client Experience Associate from 2018 to 2019. Outside of his professional work, Jonathan enjoys camping, fishing, fitness, and spending time at the lake.

Christopher France is a CFP® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of Loveland, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.