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.

Jennifer Dees is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise in Loveland, CO. She worked previously at Edward Jones for seven years and has a background that includes four years at CVS Pharmacy. Outside of her advisory role, she is involved as a Market Partner with Monat Global, promoting health and wellness products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ty Dannenbring is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his financial career, he worked at Buhl's Dry Cleaners. Outside of his advisory role, he serves on the Financial Advisory Committee at The Crossing Church in Fort Collins, assisting with financial oversight. Edward Jones is a 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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.

Tyler Rusch is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he spent 22 years with Investment Centers of America, Inc. He is based in Loveland, CO. Outside of his advisory role, Rusch is involved with Rusch Financial Services, which includes insurance sales focused on life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Trevor Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. His prior roles include time at Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc., and Georgia Pacific. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jeri Jensen is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and is also the owner of A-Way With Animals LLC, a business providing in-home pet care. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Kyle Danford is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Danford serves on the committee of NOCO Unify 20/30, a nonprofit organization supporting children's charities in Northern Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Mary Wright is a Financial Consultant at Fidelity Investments. She has held several roles within the company, including Financial Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, Financial Representative from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. In her work, Mary partners with individuals and families to define success in their financial lives, providing analysis and customized financial plans aimed at achieving financial peace, security, and legacy building. She believes in a holistic approach to financial planning. Outside of her professional role, Mary has interests in cooking and baking, fitness, hiking, parenthood, pets, and reading.

Jonathan Tataje is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has no prior industry experience. Before joining the financial industry, he held various roles including at Colorado State University and in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Karl Harman is a financial advisor with Ameriprise in Fort Collins, CO, holding a Series 63 designation and 42 years of industry experience. He has worked with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing investment research and algorithmic tools within a distinctive enrollment and product framework.

Julie Wensing is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 63 designation and 26 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Dees is a financial advisor at Ameriprise in Loveland, Colorado, holding a Series 66 designation with 13 years of industry experience. He previously worked at Edward Jones for 14 years before joining Ameriprise. Outside of his advisory role, he owns a second home rental property in Red Feather Lakes, Colorado. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Shark is a financial advisor at Edward Jones with Series 66 designation and over 24 years of industry experience. Her prior work includes roles at Gregory McNeil, MaryKay Cosmetics, and Staples. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Michael Schwan is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors since 2020 and previously served with Weld County Government for 13 years. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michele Hopson is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including JPMorgan Chase Bank and New York Life Insurance Company. Outside of her advisory role, she is involved with Hopson Bookkeeping, an accounting and bookkeeping 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

John Barry is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and having 39 years of industry experience. He has worked with LPL Financial since 1996 and has operated Barry Financial Services since 1991. Outside of his advisory work, Barry is also a musician who plays drums in a band. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Thomas Harris is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Assistant Branch Manager. In his current role, he focuses on prioritizing client success and providing guidance on investment risks. Throughout his career at Fidelity, Thomas has developed expertise in financial planning and investing, emphasizing principles that help clients prepare and strive for success. He is committed to attracting, retaining, and promoting financial professionals who demonstrate high character to serve clients effectively.

Daniel Campbell is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has held roles within Wells Fargo since 2009, including positions at Wells Fargo Clearing. Campbell has ownership interests in multiple investment-related LLCs based in Fort Collins, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transition, sports and entertainment, special-needs, and divorce planning.

Rodney Jones is a financial advisor with J.P. Morgan Securities in Ft Collins, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes over a decade at Jackson National Life Distributors LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.