Tamara Julien is a CFP®-certified financial advisor with LPL Financial in Loveland, Colorado, and has 21 years of industry experience. She has previously worked with Securities America Advisors, QA3 Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at LPL Financial since 2018 and previously was with Raymond James Financial Services from 2004 to 2018. Dunn also operates a CPA practice and has been active in accounting and tax preparation for over four decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Matthew Goodwin is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to this, he spent over a decade at Cambridge Investment Research Advisors and operated Goodwin Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Megan Van Dorin is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding a Series 66 designation and six years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2020 and has prior experience outside the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Gloria Rodriguez is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Bank and Canvas Credit Union. Outside of her advisory role, she owns and manages a single-family rental property through Rodz Real Estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Craig Ellis is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Fort Collins, Colorado. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to deliver non-discretionary, written asset allocation advice and customized reporting while clients retain final decision-making authority.

James O'Neal is a financial advisor with LPL Financial in Windsor, CO, holding a Series 66 designation and 17 years of industry experience. He previously worked at National Planning Corporation for eight years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management solutions supported by both proprietary research and third-party subadvisors.

Rachel Congleton is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. Her prior roles include positions at Edward Jones and Wealth Strategies. She has also been involved with Cultivating Hope DBA Hope Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and diverse advisory strategies.

Sandra Knox is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera Advisors LLC since 2013, previously working at First Allied Securities, Inc. from 2007 to 2022. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored 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 with access to affiliated and third-party managers.

Parker Wiseman is a CFP® with 12 years of industry experience, currently advising at Ameriprise Financial Services, LLC in Fort Collins, CO. His prior roles include positions at Morgan Stanley and Fidelity. Outside of his financial advising career, he creates comedy and hobby commentary videos on YouTube and TikTok, unrelated to finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice informed by proprietary research and third-party data.

Meredith Lyons is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities and Robinhood Financial. Outside of finance, she owns and operates a handcrafted jewelry business called BddByMere. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Colby Ripsam is a financial advisor with LPL Financial in Loveland, Colorado, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mercer Advisors, Crestone Capital, and University of Colorado Athletics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charlotte McConnell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been associated with Raymond James and Security Service Federal Credit Union since 2015, where she also serves as a financial advisor within the Security Service Investment Group. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a range of analytical tools and supports its clients through advisory programs and institutional consulting.

Jeffrey Todd is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 24 years of industry experience. His prior work includes positions at LPL Financial, Grove Point Investments, H. Beck, VOYA Financial Advisors, National Planning Corporation, and UBS Financial Services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, and retirement-plan advisory services through multiple platforms and custodians.

Kevin Davie is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked within the Wells Fargo organization since 2012, including roles at Wells Fargo Clearing. Outside of his advisory work, he holds a minority ownership interest in an investment-related company based in Fort Collins, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jason Burkett is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves on the advisory board of the Poudre School District Foundation, the board of directors for CHAMP (Character in Athletics Make it A Priority), and is involved with the Colorado State University Foundation’s investment committee. Additionally, he owns a residential property management business and operates a family sports card business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs using a combination of in-house and third-party managers, with features that include discretionary portfolio management, financial planning, and integrated capital-markets services.

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.

Michael Tarantino is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for 13 years at Investment Centers of America, Inc. He operates Tarantino Wealth Management, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools but with investment decisions made by advisers.

Jack Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 credential and six years of industry experience. His prior roles include positions at ICA Group Wealth Management and work outside of finance at Nicks Italian and Coopersmiths Pub & Brewing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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.