Jenner Kehe is a financial advisor at Edward Jones in Fort Collins, CO, holding the Series 66 designation. Kehe joined Edward Jones in 2025 and has prior experience working with Rolling Hills Country Club, Slammers Baseball South, and Fort Hays State University, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Megan Johnstone is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018, having worked at Wells Fargo Bank, N.A. since 2016. Based in Fort Collins, CO, she provides investment advisory services through a large national firm. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics-based strategies and provides both brokerage and advisory solutions through a nationwide network of over 14,000 financial advisors.

Norma Barrandey is a Series 66-licensed financial advisor at Stifel with 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Barrandey also serves as an adjunct professor teaching finance courses at the University of Northern Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and asset allocation methodologies.

Kyle Anderson is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Eugene Country Club for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by model portfolios and research.

Nicholas Kenny is a financial advisor at Edward Jones in Greeley, Colorado, with three years of industry experience. He holds a Series 66 designation and has previously been involved with the Midtown Arts Center, Candlelight Dinner Theatre, and the Greeley Philharmonic Orchestra. Outside of financial advising, he owns and operates Kenny Enterprises, LLC, which creates and hosts trivia events for local businesses and community groups, and serves as treasurer for the Northern Colorado Young Professionals. He was also a guest announcer for the 2024 National Hockey League Alumni Winter Classic game in Aspen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports a nationwide network of financial advisors across more than 15,000 branch offices.

Mickey Speck is a financial advisor with Raymond James Financial who holds a Series 66 license and has 12 years of industry experience. He previously worked at Waddell & Reed, Inc. from 2014 to 2020 and has been affiliated with Raymond James Financial Advisors and the Bank of Colorado since 2020. 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 institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cash Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, RBC Capital Markets, and City National Bank. He is based in Fort Collins, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Bryndi Peif English is a financial advisor at Edward Jones with 13 years of experience. She holds a Series 66 designation and is based in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchal O'hare is a Certified Financial Planner® with 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has a longstanding affiliation with Life Investors. In addition to his advisory role, he owns Mountain Wealth Management LLC and has worked as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

James Wilson is a financial advisor with Edward Jones in Loveland, CO, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he and his family have managed a timeshare property in Kauai, Hawaii, which they have rented and are actively selling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Melissa Dixon is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior experience includes roles at LPL Financial and Securities America Advisors. She also holds a notary commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of implementation options across multiple platforms and strategies.

Danielle Flores is a financial advisor with Merrill in Fort Collins, CO, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she held positions at Danspace, Fournee Bakery, Lunardi's Markets, and Diablo Valley College. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Schwarz is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has over 25 years of experience in the financial services industry, including roles as Vice President, Financial Consultant at Fidelity Investments from 2015 to 2025, Account Executive at Fidelity Investments from 2010 to 2015, Financial Consultant at Chase Investment Services from 2007 to 2010, and Financial Consultant at WM Financial Services from 1999 to 2007. Prior to his financial career, he served as a Naval Officer. Throughout his career, Richard has focused on providing clients with straightforward answers and prudent guidance to support their financial peace of mind. He holds insurance licenses in Arkansas and California.

Laurence Fotsch is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. His background includes roles at Millennium Financial Group, The Planning And Investment Center, and Centaurus Financial, among others. Outside of his advisory work, he serves as a driver for Meals on Wheels in Fort Collins, CO. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Cisneros is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and 15 years of industry experience. His prior firms include LPL Financial and Waddell & Reed, Inc. He has also been involved with community organizations such as the United Way of Larimer County and the Hope for Children Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through both meetings and written summaries.

Michael Wolnick is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Turning Point Wellness Inc and co-owns Stresstoration LLC, a business offering digital wellness courses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages assets totaling approximately $1.01 trillion through a large national network of advisors and branch offices.

Jennifer Owens is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. She holds the Series 66 designation and is based in Greeley, Colorado. Outside of her advisory role, Owens serves as secretary and treasurer for HILCLYMBER, Inc., a signage business, where she also participates in board meeting financial reviews. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and data analytics.

John Eggerman II is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with three years of industry experience. His prior work includes positions in banking and financial services at firms such as JPMorgan Chase Bank, N.A. and Blue Federal Credit Union. He is listed as a member of Epique Horizons LLC, a photography business that is currently inactive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and branches and provides additional services such as tax-efficient investing and securities-based lending.

Sarah Vito is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Charles Schwab and its affiliated entities since 2021. Prior to that, she held positions at First Command Insurance Services, FBMC Benefits Management, Vista Management Company, and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated custody and brokerage platform.