Clayton Ayres is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles across multiple firms, including Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm also has a distinctive focus on algorithmic methodologies, management of fund-of-funds, and advisory roles to registered investment companies.

Tamara Julien is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2011 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, and retirement consulting with discretionary and non-discretionary management supported by research and diversified investment strategies.

David Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years at Raymond James Financial Services. Dunn also operates his own CPA firm, David Dunn CPA, which has been active since 1984, focusing on tax preparation and accounting services. 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and a range of portfolio management options.

Matthew Goodwin is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. Outside of his advisory work, he is involved with Front Range Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.”

Mark Purdy is a financial advisor at Edward Jones in Estes Park, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at NTI for six years. Outside of his advisory role, Purdy is the owner of Estes Park Venture Group, a consulting business focused on helping start-ups develop sales processes, and serves as Board Chairman of Estes Park Western Heritage, Inc., a nonprofit that supports the Rooftop Rodeo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Rachel Congleton is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones and Wealth Strategies. Outside of advising, she has had involvement with entities such as Cultivating Hope DBA Hope Farms. 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, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Ameriprise, he worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he creates comedy and hobby commentary videos on YouTube and TikTok. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Annika Svenson is a financial advisor with J.P. Morgan Securities in Loveland, Colorado, holding a Series 66 credential and over 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Michelle Emerick is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Elevations Credit Union, CUSO Financial Services, LP, and U.S. Bancorp Investments, Inc. She is also involved with Elevations Wealth Management Services. 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 advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and both discretionary and non-discretionary management options.

Colby Ripsam is a financial advisor with LPL Financial in Loveland, Colorado, holding a Series 66 designation and four years of industry experience. He previously worked at Mercer Advisors and Crestone Capital, and spent two years in athletics at the University of Colorado. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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 in Fort Collins, CO, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm utilizes a variety of investment platforms and strategies, including proprietary and unaffiliated model portfolios, and provides institutional features such as advisor transition support and compliance oversight.

Kevin Davie is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he holds a 13.5% ownership stake in 5941 Company LLC 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 fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

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® with 23 years of industry experience and is currently with LPL Financial, where he has worked since 2017. Prior to LPL, he spent 13 years at Investment Centers of America, Inc. His practice is based in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research.