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.

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.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Contino is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a decade at Stifel and a year at Wells Fargo Advisors, LLC. He is based in Fort Collins, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with third-party analytics to guide its investment approach.

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.

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.

Paul Soraci is a financial advisor with OSAIC in Fort Collins, CO, holding a Series 63 designation and bringing 43 years of industry experience. He has been with OSAIC since 1994. Outside of his advisory work, Soraci owns and operates a tax preparation business and is involved in occasional life insurance sales. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of portfolio construction tools and access to third-party managers.

John Fernandez is a financial advisor with Fidelity Investments in Fort Collins, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, New York Life Insurance Company, and The Federal Savings Bank. Outside of finance, he was co-president of Flat Rock Ranch LLC, which raised Highland cattle until its recent sale. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Andrea Lechman is a financial advisor at Edward Jones in Windsor, CO, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2021, she worked in real estate with K Adams Re/Max Alliance for nine years and was employed in roles as a house cleaner and with the Guttersen Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Tabetha Mc Ginnis is a financial advisor with Edward Jones in Windsor, CO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a consultant for Mary Kay beauty products, primarily for personal use within her family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

John Glaubke is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience in the financial sector spans several roles, including Associate Wealth Management Advisor and Financial Representative at Northwestern Mutual between 2020 and 2023, as well as positions at JP Morgan Private Bank and TD Ameritrade from 2016 to 2019. John's expertise includes holistic financial planning aimed at helping clients achieve financial stability. His career progression reflects a focus on wealth management and investment consulting. Outside of his professional work, John enjoys cooking and baking, exploring culinary interests, watching football, engaging in outdoor adventures, and spending time with his family as a parent.

John Booton is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Booton Boards Company and Fort Lewis College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Look is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2011. 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 and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Lisa Lynn is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Wellington, CO. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she manages a business through LYNN LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Shawn Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 designations and having 36 years of industry experience. He previously worked at ICA Group Wealth Management, Investment Centers of America, and has been with LPL Financial since 2017. Dunnigan is also the author of a book titled "The Dinner Party" and operates a business related to book sales and speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting through a national network of representatives and offers a variety of portfolio management options supported by research and technology.