Timothy Brennan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Resident Realty and the City of Fort Collins. He is also the president of a local business referral networking group in Fort Collins. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Patrick Bell is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm has a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Kelly Haferman is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Haferman has worked with Wells Fargo firms since 2002 across several affiliated entities. Outside of advising, Haferman serves as power of attorney for their mother. 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 sources.

Kevin Flint is a financial advisor at Edward Jones in Loveland, CO, holding the CFP® and ChFC® designations with 15 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Quinncia, Constant Contact, Amway, and The Fairs App LLC. He also facilitates a peer advisory group for Christian business owners in Fort Collins, CO. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Guillermo Gonzalez is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Wells Fargo, KeyBank, and CUSO Financial Services. Outside of his advisory work, he is involved with Kimo Properties LLC, a real estate rental business. 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 and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

James Wertz Jr. is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Cambridge Investment Research and Independent Financial Group. Outside of advising, he is involved with Collindale Golf Club and Kahler Outdoors in non-investment capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Shannon Ingraham is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research.

Audra Morse is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2000. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christa Bouchard is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2018. Prior to that, she worked with The Nanci Garnand Team and was involved with Respite Care, Inc. She holds a Series 66 designation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources.

Andrea Deepe is a Series 65 licensed financial advisor with Primerica Advisors, based in Loveland, CO, and has seven years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2016 and has held roles outside the financial sector at Trufit Athletic Club, BJ's Brewhouse & Restaurant, and Gold's Gym Loveland. In addition to her advisory work, she receives compensation for the sale of loan products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Chelsea Rakowski is a financial advisor with LPL Financial in Fort Collins, CO. She holds a Series 66 designation and has professional experience at LPL Financial since 2026. Prior to her current role, she was involved with Decibullz, LLC and Otter Products, LLC for a total of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Giulia Laplante is a CFP® professional with seven years of industry experience, currently with RBC Wealth Management since 2021. Her prior experience includes roles at Wambolt & Associates LLC and Centric Investment Group Inc. outside of finance, she coaches Taekwondo as an independent contractor. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers.

Kyle Sullivan is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Victory Capital Advisers, Transamerica Capital Inc, and Oliver Asset Management. He holds Series 66 and Series 63 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Mark Haenny is a financial advisor with LPL Financial in Loveland, CO, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, with additional business activities under Haenny Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey McWhorter is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Cambridge Investment Research and Wells Fargo Advisors. He is involved in a non-variable insurance business as a related activity outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Kristin Frei is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent 13 years at Republic National Distributing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Megan Alexander is a Series 66 licensed financial advisor with two years of industry experience. She currently works at Equitable Advisors and has prior experience at Integrated Wealth Strategies, Edward Jones, and JBS. Outside of her advisory role, she operates a travel agency called Bucket List Realties. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Daniel Burnett is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding a Series 66 credential and 24 years of industry experience. He has been affiliated with Cambridge since 2013 and also leads Long Green Financial Planning, LLC. Outside of his advisory roles, he serves as vice-president of the board for the Ciclismo Youth Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Sarah Nowfel is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pacer Financial, Inc., Cambridge Investment Research Advisors, and First Financial Equity Corporation. Located in Fort Collins, CO, she began her tenure with Wells Fargo Advisors in 2025. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Samantha Rogers is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Primerica Financial Services since 2020 and previously held positions at Crocs Inc and Insight Global/Intellisource. Outside of advising, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a wrap-fee solution with a tiered percentage-based fee structure.