Chris Roach is a Financial Consultant I at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that align with their priorities. In his current role, he focuses on building relationships grounded in trust, transparency, and ongoing collaboration to support informed decision-making and help clients work towards their financial goals. Chris has been with Fidelity Investments since 2015, gaining experience in various positions such as Managed Solutions Consultant, Senior Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Financial Representative, and Financial Representative. These roles have contributed to his expertise in financial planning and portfolio management. Outside of his professional career, Chris has interests in fitness, golf, parenthood, pets, snowboarding, and traveling.

Jeffrey Losh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an assistant JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or discretionary trading authority. Their approach includes holistic, goal-based analyses and offers an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Matthew Markle is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. He is based in Fort Collins, CO. Outside of his advisory role, he has an affiliation with The Steamboat Grand, a real estate business in Steamboat Springs, CO. 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 strategies, supported by a nationwide network of financial advisors and branch offices.

Jason Jones is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2010. 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.

Trevor Fielder is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Geronimo Productions as an independent contractor providing seasonal freelance video production and editing. His earlier career includes six years with Hirschbach Motor Lines and several roles connected to Oklahoma State University and its athletics department. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides fund advisory services and manages model portfolios delivered through intermediary platforms.

Timothy Brennan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Resident Realty and the City of Fort Collins. He is also the president of a local business referral networking group in Fort Collins. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kelly Haferman is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Haferman was with Wells Fargo Investments, LLC from 2002 to 2011. Outside of advising, Haferman serves as power of attorney for her mother, dedicating time to related responsibilities. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by extensive research and analytics.

Kevin Flint is a CFP® and ChFC® with 16 years of industry experience. He has been with Edward Jones since 2019 and previously worked at Quinncia, Constant Contact, Amway, and The Fairs App LLC. Flint facilitates a peer-to-peer advisory network for Christian business owners in Fort Collins, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

James Wertz Jr. is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Independent Financial Group, Cambridge Investment Research, and Assurity Life. Outside of advising, he is involved with Collindale Golf Club and Kahler Outdoors in non-investment roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shannon Ingraham is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and model-based asset allocations.

Chelsea Rakowski is a financial advisor with LPL Financial in Fort Collins, CO. She holds a Series 66 designation and has prior experience at Decibullz, LLC and Otter Products, LLC. 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 through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Giulia Laplante is a CFP®-licensed financial advisor at RBC Capital Markets with seven years of industry experience. She previously worked at Wambolt & Associates LLC and Centric Investment Group Inc. Outside of her advisory role, she coaches students in Taekwondo as an independent contractor. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and investment options.

Kyle Sullivan is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has previously worked at firms including Victory Capital Advisers, Transamerica Capital Inc, and several wealth management and fund services firms. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a breadth of financial activities beyond advisory services.

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.

Mark Haenny is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Charles Schwab and Cetera Advisors LLC. He also operates Haenny Asset Management. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms.

Jeffrey Mcwhorter is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Wells Fargo Clearing, U.S. Bancorp Investments, and Chase Investment Services. He is involved in a non-variable insurance business alongside his advisory work. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

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 possessing 22 years of industry experience. His prior roles include nearly a decade at Raymond James Financial Services Advisors. Outside of advising, he serves as an assistant wrestling coach for the Poudre School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, employing both proprietary and third-party strategies supported by technology tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.