Daniel Parsons is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

David Van Thuyne is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Longbow Industries/LPR Construction and Otter Products. Van Thuyne holds the Series 66 designation. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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 Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016 and also manages Mountain Wealth Management, LLC, a registered investment advisory practice. Daugaard is additionally licensed as an independent insurance agent and serves as a successor trustee in several trusts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, employing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Arthur Aldrich is a financial advisor at Edward Jones in Loveland, CO, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including 12 years with Edward Jones. Outside of his advisory role, he is involved in property management through ownership of a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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 in Loveland, Colorado, holding Series 65 and Series 63 licenses and having 16 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Allstate Insurance Co from 2016 to 2023 and has operated Howell Insurance Agency, LLC since 2016. Outside of his advisory work, he owns HRD LLC, a hunting rental dog business. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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 Series 63 and Series 66 licenses and previously worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he has experience in marketing and has worked with Colorado Christian University. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary and third-party investment strategies.

Kristina Paz is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. She previously worked at Waddell & Reed, Inc. from 2010 to 2017. Outside of her advisory work, she is involved in volunteer activities with Loveland Habitat for Humanity and operates a travel vlogging business called Seeking Vegas Sunrise. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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.

Robert Janda is a CFP® professional with 39 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2009 to 2022. Outside of his advisory role, he owns DILMARJAN, LLC, a non-investment related business in Loveland, CO. 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 tailored financial planning using proprietary research and tools, with a broad menu of specialized planning services available to clients meeting certain net-worth criteria.

Brian Collins is a financial advisor with LPL Financial in Fort Collins, Colorado, holding a Series 66 designation and 12 years of industry experience. His prior experience includes work with Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Collins also operates Brian Collins LLC, a business entity for tax and investment purposes. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.