Travis Whitaker is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research and Ameritas Investment Corp. He also worked at Starbucks from 2015 to 2018. 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 investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Denise Martz is a CFP® with 27 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she spent 10 years with Investment Centers of America, Inc. She is based in Fort Collins, CO. Denise also manages Martz Holdings LLC, a business entity maintained 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a large network of over 22,800 advisors.

Daniel Baumgold is a CFP® professional with three years of industry experience currently with Cambridge Investment Research Advisors. He previously worked at LPL Financial LLC and JBA Wealth Management and has diverse experience including roles at Colorado State University and North Range Behavioral Health. Outside of finance, he has been involved in a non-investment related snake breeding business in Fort Collins, CO. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi‑billion dollar asset base and provides account implementation across multiple platforms and custodians.

Lukas Cheever is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education with Branson Public Schools and Poudre School District for a combined nine 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, supported by a large nationwide network of financial advisors and branch offices.

Matthew Mascarenas is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes a role at Cellular Plus and ownership of Twenty Brew Taphouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Steven Dale is a financial advisor at Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2025, he worked at i3 Verticals for five years and ImageSoft, Inc for fourteen years. He is also a limited investor in Evo, an outdoor sports sales business based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Benjamin Diamond is a financial advisor at Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after spending 13 years at PitchBook. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Courtney Bradshaw is a financial advisor with LPL Financial based in Fort Collins, CO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, Bradshaw worked at Active Financial Solutions, a DBA for LPL, from 2011 to 2023. Outside of advisory work, Bradshaw is involved with Cinco C LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and technology tools, while maintaining extensive non-advisory financial services alongside its advisory platform.

Lucas Dorrough is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., LPL Financial, and Ameriprise. 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 and analytics.

Christopher Murray is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is engaged in several entrepreneurial activities, including owning Our Daily Bread Bakery, LLC, where he bakes and sells bread with his children, as well as managing Back2CO, LLC, an e-commerce business operated with his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes access to derivatives and commodities capabilities through its broader regulatory registrations.

James Macdonald is a financial advisor at LPL Financial with three years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. 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 services including financial planning, model portfolios, and third-party asset management, supported by advisor-facing tools and overseeing more than $819 billion in discretionary assets.

Brandi Kroese is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of her advisory role, Kroese serves as a Marketing Director for Melaleuca, a direct marketing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers goal-based analyses and written recommendations on topics such as retirement and estate planning, delivered through a network of financial advisors without discretionary trading authority.

Joseph Jelinek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Wells Fargo and Cetera Wealth Services. Outside of traditional financial services, he has roles at Final Boss Sour and PodcastAI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and maintains a broad range of regulatory registrations reflecting its derivatives and commodities capabilities.

Brooke Bontz is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Phillip Loring and various insurance carriers, before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

John Rothones is a Series 66 licensed financial advisor with Edward Jones, based in Loveland, CO. He has 19 years of industry experience, all spent with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Nolan Koenig is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has held various roles within the company, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025. Nolan focuses on guiding individuals through significant life events and financial decisions. He emphasizes simplifying complex information and attentive listening to develop actionable financial plans tailored to clients' unique goals. His approach fosters clarity, partnership, and trust throughout the financial planning process. Outside of his professional work, Nolan has interests in camping, fishing, golf, hiking, outdoor adventures, and traveling.

Lynette Whisler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Matthew Lemaster is a financial advisor with J.P. Morgan Securities in Fort Collins, Colorado, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked with JPMorgan Chase Bank (CO) since 2013. Outside of his advisory role, he works as an independent driver for Amazon Flex, Uber, and Lyft. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process uses quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Paul Hummel is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and 37 years of industry experience. Prior to joining LPL Financial in 2017, he spent 24 years at Investment Centers of America, Inc. In addition to his advisory work, he is a business owner of a local pizza restaurant in Loveland. 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.

Shane Richendifer is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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.