Jacob Shepard is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities LLC in Loveland, Colorado. He has been with J.P. Morgan since 2016 and is also a co-owner of a sports card business called CCJJ LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset‑allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kyle Stearns is a financial advisor with Fidelity Investments in Fort Collins, CO, holding Series 63 and Series 66 licenses and with three years of industry experience. He has worked at several firms, including Equitable Advisors, ETrade, Northwestern Mutual, and Wealth Management Advisors. Prior to his financial career, he spent time teaching at BYU-Idaho and Doherty High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Kristina Peach is a financial advisor with Thrivent Investment Management in Loveland, Colorado. She holds a Series 66 designation and has 12 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses covering various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Robert Farmer is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at LPL Financial and Presidential Brokerage, Inc. Farmer has taught finance as a professor at Southern New Hampshire University and authored the book *Managing Your Own Retirement*. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Cory Fellhauer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their unique needs and goals. His approach focuses on creating personalized experiences to help clients build confidence as they plan for the future. Cory has been with Fidelity Investments since 2021, progressing through several roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. This progression reflects his growing experience and expertise within the organization.