Scott Kisling is a CFP®-designated financial advisor with Edward Jones, based in Loveland, CO. He has 10 years of industry experience, including 11 years with Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ryan Smith is a financial advisor with Primerica Advisors in Loveland, Colorado, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PRUCO Securities, Raymond James Financial Services, Thrivent Financial, and Bank of Colorado. Outside of advising, he is a licensed real estate agent with Re/Max Alliance Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Schommer is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Ruesch, Biddle, Larson & Ratliff, CPAs, LLC, and multiple firms within the Lion Street and Impact Wealth networks. Outside of advisory work, he is involved in several business entities related to tax, insurance, and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and services supported by research and model portfolios, and combines advisory offerings with non-advisory financial products such as insurance and lending solutions.

Ryan McNulty is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2019 and is involved with Choice City Holdings LLC and Choice City Group Inc. McNulty also operates a business with Marissa McNulty and has experience with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and technology-driven investment solutions.

Cody O'Malley is a CFP® professional with eight years of industry experience, currently affiliated with Fidelity Investments. His prior work includes roles at DPL Financial Partners, The Leaders Group, Jackson National Life Distributors, and Edgewater Beach and Cabana Club. Outside of his advisory work, he serves as an assistant wrestling coach at Timnath Middle School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides discretionary and non-discretionary advisory services, often incorporating algorithmic portfolio construction and oversight of affiliated sub-advisers.

Elizabeth Albrecht is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at various Wells Fargo entities since 2010. Outside of her advisory role, she serves as president of the Shores Four Condominium Association and works part-time at Mary’s Mountain Cookies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored through Wells Fargo’s research and tools. The firm integrates advisory services with banking and other financial products, serving clients who meet specific net-worth criteria.

Robert Hull is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he manages an S corporation established for commission pass-through purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Schmidt is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of a short-term rental property in Crested Butte, Colorado. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremiah Mackmiller is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he is a silent partner in VRRX Holdings LLC, a medical device company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and extensive resources.

Jason Maes is an advisor at Edward Jones in Windsor, CO, holding a Series 66 designation. He has been with Edward Jones since 2026 and has prior experience with Empire Today LLC, Restor Colorado LLC, and Story Barns LLC. 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.

Garrett Ramler is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of Colorado and First Interstate Bank, as well as service in the Wyoming Air National Guard since 2019. He also has a background with the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized services in municipal and public finance.

Ryan Moore is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals 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 through affiliated companies.

Joshua Barrios is a financial advisor at Morgan Stanley in Loveland, Colorado. He holds a Series 66 designation and has experience working at Elevations Credit Union and The Cheesecake Factory prior to joining Morgan Stanley. Barrios has been with Morgan Stanley since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Keagan Dollard is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Five Rivers Cattle Feeding and EnviroTech Services. Outside of his advisory role, he manages residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Nathan Hall is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Deutsche Bank Securities Inc. for eight years before joining UBS. Outside of finance, he is a minority shareholder in Alton Lane, Inc., a bespoke clothier, and occasionally offers his opinion on business matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Katie Baker is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 10 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at Edward Jones for six years and served in the Air National Guard for ten years. Outside of her advisory role, she co-organizes the Noco Children's Business Fair, an event where children sell handmade items in a craft fair setting. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Thomas Pilkington is a financial advisor with OSAIC, holding a Series 63 designation and bringing 40 years of industry experience. His career includes prior roles at Signator Investors, Inc. and his own firm, Tom Pilkington Financial Services. He is also involved as president of Rawah Range Ltd., an entity that processes payroll. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk assessments to construct diversified portfolios.

Casandra Corbett is a financial advisor at Edward Jones with a Series 66 designation and nine years of experience at the firm. Prior to joining Edward Jones, she worked for eleven years at EnviroTech Services, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bobbie Winne is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles at Empower Financial Services, JBS USA, and Wells Fargo. 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 network of financial advisors and branch offices.

John Iverson is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC and Cornerstone Home Lending. Outside of advisory work, he owns and operates THE VR ARCADE and Iverson Images, two entrepreneurial ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.