Shawn Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at ICA Group Wealth Management, Investment Centers of America, Della Parola Capital Management, and Wells Fargo Investments. He is also the author of a book titled "The Dinner Party." 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and various institutional platforms, supported by research and technology tools for investment strategies.

Eric Alvarado is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives and select the platform that aligns with their needs. Eric holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the California State University System. He approaches his work by helping clients identify what matters to them and their families, assisting in creating strategies to pursue their financial goals.

Taylor Mustoe is a financial advisor with Wells Fargo Clearing and holds the ChFC® and Series 66 designations. He has five years of industry experience and has been with Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, NA that began in 2014. Outside of his advisory role, he owns a vehicle rental business in Firestone, Colorado. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Fanning is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial in Fort Collins, CO. His prior work includes roles at The O. N. Equity Sales Company and Retirement & Estate Advisors Inc. He is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services with various investment program options.

Spencer Olson is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2014 and has been affiliated with the Credit Union of Colorado since 2010. Outside of his advisory role, Olson is involved in landscaping and beekeeping businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by technological tools and a broad network of over 22,800 advisors.

Jesse Reyes is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Kings Consulting, AgVend, Granular, and Workiva. Outside of his advisory role, Mr. Reyes is the principal consultant for Kings Consulting LLC, providing analysis and recommendations to SaaS go-to-market leaders and small business owners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides specialized planning solutions and leverages proprietary research and tools to deliver tailored recommendations, with clients choosing how to implement these through various brokerage and advisory programs.

Nicholas Sages is a financial advisor at Equitable Advisors in Fort Collins, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles at Colorado State University, the Town of Erie, and involvement with the Greenwich Council Boy Scouts of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through third-party sponsors and offers ERISA fiduciary services for qualified plans.

Roderick Morrison is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Morrison also holds a 31.5% ownership interest in 5941 Company, LLC, a non-investment related business based in Fort Collins, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients choosing the extent of implementation through brokerage or advisory programs.

Jana Binkley is a financial advisor at Raymond James & Associates with eight years of industry experience. She previously worked at Merrill, Wells Fargo, and the Poudre School District. Outside of her advisory work, she sells hand-made crochet items at craft shows. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services supported by a nationwide network of advisers.

Nicole Rivera is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial for five years and held roles at several other financial and insurance firms. Outside of her advisory role, she is involved in a jewelry sales business based in Northern Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Matthew Sidgwick is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014, following three years at Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and supports a range of strategies, including those incorporating ESG criteria.

Saana Liikonen is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial and Adams Bank and Trust. She also serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Ashton Rinow is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this, Ashton served as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed an internship at Prospective Wealth Advisors in 2024. In this role, Ashton focuses on understanding clients' unique financial goals, maintaining transparency, and supporting their long-term success. Ashton approaches client relationships with empathy and clarity, aiming to empower clients with confidence in their financial future. Outside of work, Ashton has interests in cooking and baking, fitness, exploring culinary experiences, social events with friends, and spending time with pets.

Alixandra Beaman is a CFP®-designated financial advisor with RBC Capital Markets and has 10 years of industry experience. She has worked at RBC since 2018 and previously held roles at Neighbor to Neighbor and Merrill. Outside of her advisory role, she helps teach a Homebuyer Education class for the Neighbor to Neighbor foundation on a quarterly basis and assists with bookkeeping for a promotional gear business. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Ashley Lauwereins is a financial advisor with Osaic Wealth based in Fort Collins, CO. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Osaic in 2023, she worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she owns and operates Fifth Essence Jewelry, where she makes and markets handmade jewelry. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supported by various investment and advisory programs delivered through affiliated broker-dealer and RIA relationships.

John Mclaurin is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Chelsey Schroeder is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she provides home health care services and assists with her husband’s construction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory strategies, managing approximately $1.01 trillion in assets with one of the largest advisor and branch networks in the industry.

Christopher Thorpe is a financial advisor with LPL Financial and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Elevations Credit Union, CUSO Financial Services, LP, and Key Investment Services. He is involved with Elevations Wealth Management Services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lance Crossett is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Matthew Harrington is a financial advisor at Edward Jones in Loveland, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he was involved with Logos Imaging LLC for 11 years. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.