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.

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Kyle De Bord is a financial advisor at Edward Jones in Greeley, Colorado, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he is involved with commercial rental properties through ownership and membership in related entities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Randee Cook is a CFP®-credentialed financial advisor with 42 years of industry experience. She is currently with OSAIC and previously worked at Strategic Financial Management, Inc. and LPL Financial. Cook also serves as a notary public and acts as a personal representative and trustee for family estates. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, portfolio management, and access to third-party money managers using advanced asset-allocation tools and risk analysis.

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.”

Gloria Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Wells Fargo Bank, and Canvas Credit Union. Outside of her advisory work, she is an owner and landlord of a residential real estate property through Rodz Real Estate LLC. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Shayla Hoff is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and over 10 years of industry experience. She has worked at Raymond James and Bank of Colorado in various capacities since 2013, including serving as an Operations Manager. Hoff combines roles within both firms, reflecting a background in investment services and operations management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and emphasizes municipal and public-finance advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

James O'Neal is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Before joining LPL Financial in 2017, he worked for National Planning Corporation from 2009 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management across its offerings.

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.

Daniel Martin is a financial advisor with Edward Jones in Greeley, Colorado, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Kinsale Properties Inc. for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

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.