Max Shaffer is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014. Shaffer also served in the U.S. Army Reserves from 2014 to 2022. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes third-party program sponsors and provides a range of investment options, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Jennifer Breazeale is a financial advisor with Merrill in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill since 2008. Outside of her advisory role, she serves as a Director on the Board of the Appalachian Institute for Creative Learning, a nonprofit organization based in Nashville, Tennessee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Miller is a CFP® professional with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial LLC and JBA Wealth Management Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers various portfolio management options and maintains proprietary as well as third-party model strategies, with an emphasis on customized investment implementation across multiple platforms.

Joseph Lloyd is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2013. Outside of his advisory work, he is involved in managing his family's rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options tailored to client objectives.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Taylor Rhoades is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2009 as a banker in Colorado and joined Merrill in 2015 after earning his MBA from the University of Tennessee. During his tenure at Merrill, he earned the CERTIFIED FINANCIAL PLANNER® certification. Taylor specializes in college education planning, personal retirement planning, portfolio management services, and retirement income. He employs a disciplined planning approach, collaborating one-on-one with clients to develop personalized financial strategies designed to help pursue long-term goals. He holds a Bachelor's Degree from Montana State University and an MBA from the University of Tennessee. Outside of work, Taylor enjoys running marathons, playing volleyball, and spending time with his wife and daughters.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. 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, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Austin Wolters is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, Austin worked at USAA as a Financial Advisor and SMS Investment Representative from 2014 to 2017. Throughout his career, Austin has focused on understanding the unique needs, experiences, preferences, and styles of investors and their families to create comprehensive financial plans. He emphasizes providing personalized attention to help clients make important financial decisions. Outside of his professional work, Austin enjoys activities such as biking, camping, football, hiking, outdoor adventures, and traveling.

Joel Maly is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. He has worked at Edward Jones since 2024 and has prior experience with firms including Tall Tree Administrators, Small Business Agency Cooperative, and Free Market Administrators. Outside of his advisory role, he is a co-owner of Nichole Maly Income Tax Solutions, a tax preparation and planning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Lenhart is a financial advisor with Primerica Advisors in Loveland, Colorado. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his advisory role, he worked at Connect for Health Colorado and spent over a decade at Vertiv. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Jenner Kehe is a financial advisor at Edward Jones in Fort Collins, CO, holding the Series 66 designation. Kehe joined Edward Jones in 2025 and has prior experience working with Rolling Hills Country Club, Slammers Baseball South, and Fort Hays State University, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Megan Johnstone is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2016. Based in Fort Collins, CO, she provides investment advisory services through a large national firm. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-based strategies and provides both brokerage and advisory solutions through a nationwide network of over 14,000 financial advisors.

Kyle Anderson is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Eugene Country Club for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by model portfolios and research.

Mickey Speck is a financial advisor with Raymond James Financial who holds a Series 66 license and has 12 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2014 to 2020 and has been affiliated with Raymond James Financial Advisors and the Bank of Colorado since 2020. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cash Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, RBC Capital Markets, and City National Bank. He is based in Fort Collins, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

James Wilson is a financial advisor with Edward Jones in Loveland, CO, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he and his family have managed a timeshare property in Kauai, Hawaii, which they have rented and are actively selling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Melissa Dixon is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at LPL Financial and Securities America Advisors. She also holds a notary commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of implementation options across multiple platforms and strategies.

Danielle Flores is a financial advisor with Merrill in Fort Collins, CO, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she held positions at Danspace, Fournee Bakery, Lunardi's Markets, and Diablo Valley College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.