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.

Jack Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and six years of industry experience. He previously worked at ICA Group Wealth Management, LLC, and has a background that includes roles outside finance, such as at Nicks Italian and Coopersmiths Pub & Brewing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, combining discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Jennifer Breazeale is a financial advisor with Merrill in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. She has worked at Merrill since 2008. Outside of her advisory role, she serves as a Director on the Board of the Appalachian Institute for Creative Learning, a nonprofit organization based in Nashville, Tennessee. 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.

Donald Yohon is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2003 and previously at A.L. Williams/First American Securities beginning in 1986. Based in Greeley, CO, Yohon has a longstanding career in financial services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jacob Miller is a CFP® professional with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial LLC and JBA Wealth Management Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers various portfolio management options and maintains proprietary as well as third-party model strategies, with an emphasis on customized investment implementation across multiple platforms.

Joseph Lloyd is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2013. Outside of his advisory work, he is involved in managing his family's rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options tailored to client objectives.

Craig Spawn is a CFP® professional with 33 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Insurance Services and various Avantax entities since 2004 and operates his own financial planning business. His experience includes both advisory and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Kory Miller is a financial advisor with LPL Financial in Greeley, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory services through a national network of investment adviser representatives.

Carl Weigold is a financial advisor at Morgan Stanley in Loveland, Colorado, with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Prior to that, he held positions at Bank of the West and Axa Advisors, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Adam Goble is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include retirement and estate planning through a structured financial planning process.

Taylor Rhoades is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2009 as a banker in Colorado and joined Merrill in 2015 after earning his MBA from the University of Tennessee. During his tenure at Merrill, he earned the CERTIFIED FINANCIAL PLANNER® certification. Taylor specializes in college education planning, personal retirement planning, portfolio management services, and retirement income. He employs a disciplined planning approach, collaborating one-on-one with clients to develop personalized financial strategies designed to help pursue long-term goals. He holds a Bachelor's Degree from Montana State University and an MBA from the University of Tennessee. Outside of work, Taylor enjoys running marathons, playing volleyball, and spending time with his wife and daughters.

Terrance Keyes is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has worked at LPL Financial since 2020. His prior experience includes roles at Lucia Securities, LLC and RJL Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Austin Wolters is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, Austin worked at USAA as a Financial Advisor and SMS Investment Representative from 2014 to 2017. Throughout his career, Austin has focused on understanding the unique needs, experiences, preferences, and styles of investors and their families to create comprehensive financial plans. He emphasizes providing personalized attention to help clients make important financial decisions. Outside of his professional work, Austin enjoys activities such as biking, camping, football, hiking, outdoor adventures, and traveling.

Jose Medina is a financial advisor with LPL Financial based in Fort Collins, CO. He holds the Series 66 designation and has been in the industry since 2024. Prior to his advisory role, Medina has work experience in various sectors including education and hospitality, having been involved with Rio Grande Mexican Restaurant and Colorado State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Joel Maly is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with one year of industry experience. He has worked at Edward Jones since 2024 and has prior experience with firms including Tall Tree Administrators, Small Business Agency Cooperative, and Free Market Administrators. Outside of his advisory role, he is a co-owner of Nichole Maly Income Tax Solutions, a tax preparation and planning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Lenhart is a financial advisor with Primerica Advisors in Loveland, Colorado. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his advisory role, he worked at Connect for Health Colorado and spent over a decade at Vertiv. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Kevin Bednar is a CFP® professional affiliated with RBC Capital Markets with six years at the firm and a total of two years of industry experience. Prior to his current role, he worked at UBS Financial Services for one year and was involved in Serious Texas BBQ from 2019 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.