James Muff is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and USA Financial Securities. Outside of his advisory work, he owns and operates a motorcycle coaching business and is part-owner of a guided motorcycle tours company. 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Voelker is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His role includes providing guidance on general investing, retirement planning, and saving for unforeseen events. He also coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Voelker helps clients build, manage, and preserve their wealth through personalized strategies that incorporate investment planning, income considerations, tax-efficient strategies, debt management, and estate considerations. He collaborates with clients' tax advisors and estate attorneys to design comprehensive financial plans. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Ohio State University. In his personal time, Voelker enjoys adventure sports such as biking, boating, rock climbing, scuba diving, skiing, and swimming, as well as cooking, football, and spending time with his family.

Peter Aschenberg is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and currently based in Fort Collins, CO. He has one year of industry experience and previously worked in various roles at companies including Men's Wearhouse, DoorDash, and Northwestern Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carson Bischoff is a financial advisor at Edward Jones in Loveland, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory role, Bischoff serves as President of Topaz Business Plaza in Loveland and is involved as a Director in his family business, Kadee Inc. 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 approximately 23,701 financial advisors and 15,121 branch offices.

Douglas O'Connell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha Insurance Company. He is involved in insurance sales and management, serving as General Manager for Futurity First Insurance Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to various investment products and third-party managed accounts.

Joseph Staples is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cottrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Flanscha is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent and its affiliated entities since 2004. Outside of his advisory role, he is involved in managing real estate through family-owned limited liability companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing option, serving clients through a network of financial advisors.

Saman Asrari is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with First Investments & Planning since 2019 and has held advisory roles at Raymond James Financial Services Advisors, Inc., and First National Bank since 2018. Outside of advisory work, he is involved in managing rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work, along with advisory programs that incorporate evolving technologies.

Lucas Albert is Vice President, Wealth Planner at Fidelity Investments. He has been in this role since 2026. Prior to that, he held several positions at Fidelity Investments, including Financial Consultant from 2023 to 2026, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Service Consultant at TIAA from 2020 to 2021, and interned as a student at Western Wealth Advisors from 2019 to 2020. Throughout his career, Lucas has focused on promoting financial literacy and helping clients work toward their financial goals and well-being through a strategic planning framework. His experience spans wealth planning, investment consulting, and financial services. Outside of his professional responsibilities, Lucas enjoys biking, fitness, golf, running, social events with friends, and volunteering.

Karis Schneider is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2026, Karis worked at LPL Financial, Target, PNC Bank, and Bank of Colorado. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles using both in-house and third-party investment managers.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Vanessa Wagner is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. Her prior work includes a role at Transamerica Financial Advisors, Inc., where she worked for 11 years. Outside of her advisory work, she has been involved with businesses such as Lulu's Cottage and held positions related to yoga and nonprofit activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Stefanie Creencia is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She previously worked for 11 years at Raymond James Financial Services Advisors Inc. In addition to her advisory role, she is an associate at First Investments and Planning, serving as an advisor in a bank branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Blandford is a financial advisor with Thrivent Investment Management in Greeley, Colorado, holding a Series 66 designation and having 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations on various financial topics and the option to combine planning with managed-account services under a consolidated billing program.

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.

Thomas Hodges is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2008. He has 17 years of industry experience and is based in Greeley, CO. Outside of his advisory work, he owns a rental property in Johnstown, CO, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.