Daniel Burnett is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including Waddell & Reed and has founded Long Green Financial Planning, LLC, where he also serves as managing member of a divorce-planning business. Burnett is vice-president of the board for the Ciclisimo Youth Foundation, a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Sarah Nowfel is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pacer Financial, Inc., Cambridge Investment Research Advisors, and First Financial Equity Corporation. Located in Fort Collins, CO, she began her tenure with Wells Fargo Advisors in 2025. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Kenneth Kramer is a financial advisor at Edward Jones in Ft Collins, CO, with 17 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved in real estate through ownership of investment entities in Fort Collins. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors.

Melissa Baldwin is a Series 66 licensed financial advisor with 19 years of industry experience. She currently works at LPL Financial, where she has been since 2011, and previously worked at Edward Jones from 2007 to 2011. Baldwin also has an advisory role with Financial Steward Associates, LLC, operating under the name All Seasons Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing a variety of investment strategies supported by research and technology tools.

Thomas Roth is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles in education and entrepreneurship, including founding Local Hive Honey. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Jennifer Dees is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise in Loveland, CO. She worked previously at Edward Jones for seven years and has a background that includes four years at CVS Pharmacy. Outside of her advisory role, she is involved as a Market Partner with Monat Global, promoting health and wellness products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tamira Eberhardt is a CFP® certificant with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes eight years at LPL Financial and two years at Securities America Advisors. She is also involved as a notary in Fort Collins, CO. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Amy Hloucal is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has previously worked in education and retail, including roles in the Poudre and Weld County School Districts and with Premier Designs Jewelry. Outside of finance, she serves as a judge for the Colorado High School All-State Honor Choir and conducts the adult choir at Redeemer Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Maryann Ruck is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at J.P. Morgan Securities from 2008 to 2009 before joining LPL Financial in 2009. In addition to her advisory role, Maryann leads divorce workshops and serves as a Certified Divorce Financial Analyst (CDFA). 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 portfolios, third-party asset management, and institutional platforms.

Stan Emery is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at Navigation Wealth Management, Navigation Financial Services, and Transamerica Financial Advisors. Emery serves as president of the RMHS Booster Club board in Fort Collins, CO. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base, including individual, institutional, pension, and charitable clients. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

William Hittesdorf is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and has worked at firms including Wells Fargo Investments and UBS Financial Services prior to joining LPL Financial in 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a network of investment adviser representatives.

Kurt Anders is a financial advisor with LPL Financial in Ft. Collins, CO, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2003 and previously worked at A.G. Edwards & Sons, Inc. from 1999 to 2003. Anders also operates Anders Financial Management Inc., an investment-related business associated with his LPL practice. 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 and model portfolio programs, supported by technology and a broad network of over 22,800 advisors.

Trevor Jones is a CFP® with six years of industry experience, currently advising at OSAIC. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc., as well as experience at Georgia Pacific. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment process with portfolio optimization tools and offers a broad range of advisory and brokerage services through an extensive multi-advisor platform.

Roger Olson is a financial advisor at Cetera with 14 years of industry experience and holds Series 65 and Series 63 designations. His prior roles include positions at Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory work, Olson owns Self-Defense Solutions LLC, which provides safety consulting, education, and seminars. Cetera Investment Advisers LLC serves a diverse client base including 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 and retirement services, utilizing a multi-manager platform that combines affiliated and third-party investment strategies.

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.

Jonathan Tataje is a financial advisor affiliated with LPL Financial, holding a Series 66 designation. He has recently transitioned into the financial industry with one year of experience, previously working in various roles including at Bad Daddy's Burger Bar and Colorado State University. 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 and model portfolio programs delivered through a broad network of investment adviser representatives.

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.