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.

Kyle Pope is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Western Sky Energy Partners, 1776 Energy Services, and Covenant Testing Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Kelly Daniel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. He is also appointed to sell outside network insurance products. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Jeffrey Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Raymond James Financial Services Advisors. In addition to his advisory roles, he serves as an assistant wrestling coach for the Poudre School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

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.

Kenneth Kramer is a financial advisor at Edward Jones in Ft Collins, CO, with 17 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved in real estate through ownership of investment entities in Fort Collins. 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 nationwide network of approximately 23,700 financial advisors.

Melissa Baldwin is a financial advisor with LPL Financial based in Fort Collins, CO, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2011 and also works with Financial Steward Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from multiple sources.

Thomas Roth is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles in education and entrepreneurship, including founding Local Hive Honey. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Tamira Eberhardt is a CFP® professional with 10 years of industry experience currently with Cambridge Investment Research Advisors. She previously worked at LPL Financial and Securities America Advisors, and also operates JBA Wealth Management in Fort Collins, CO. Eberhardt holds a notary commission in addition to her financial advisory roles. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation strategies across various platforms, including both proprietary models and access to external strategists.

Amy Hloucal is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has previously worked in education and retail, including roles in the Poudre and Weld County School Districts and with Premier Designs Jewelry. Outside of finance, she serves as a judge for the Colorado High School All-State Honor Choir and conducts the adult choir at Redeemer Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Maryann Ruck is a financial advisor at LPL Financial with 23 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at LPL Financial since 2009. Outside of her advisory role, she leads a monthly Second Saturday Divorce Workshop and is involved in activities related to certified divorce financial analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stan Emery is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Navigation Wealth Management and Navigation Financial Services. Emery is a board member and president of the RMHS Booster Club in Fort Collins, CO. 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 Financial Professionals, utilizing multiple investment platforms and proprietary model strategies.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

William Hittesdorf is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and has been with LPL Financial and its affiliated entities since 2008. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kurt Anders is a financial advisor with LPL Financial in Ft. Collins, Colorado, holding a Series 63 designation and having 35 years of industry experience. He has been with LPL Financial and its predecessor entities since 2003. 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, including discretionary and non‑discretionary management supported by research, model portfolios, and various investment strategies.

Roger Olson is a financial advisor at Cetera with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Ameriflex Group, OSAIC, The Prudential Insurance Company of America, and Thrivent Financial. Outside of his advisory work, he owns and operates Self-Defense Solutions LLC, providing safety consulting, education, and seminars. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.