Matthew Coonley is a financial advisor with LPL Financial based in Fort Collins, CO. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he operates a sole proprietorship focused on non-variable insurance products, including fixed annuities and health, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced technology and a large network of over 22,800 advisors.

Laura Snodgrass is a financial advisor with Edward Jones in Ft Collins, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Edward Jones since 2004. Outside of her advisory role, she is co-owner of an airplane leasing business, Colorado Sport Pilot, involved in financial oversight and marketing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Brett Zenisek is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Tharp Cabinet Corporation for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Rodney Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at SII Investments, Inc. and Concourse Financial Group Securities, Inc. Outside of his advisory work, he is co-owner of Oakridge II, LLC. 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.

Nicholas Kane is the Vice President and Branch Leader at Fidelity Investments, where he leads the Fort Collins team. In this role, he focuses on supporting clients in their financial planning efforts to help them work toward life fulfillment. He encourages individuals to begin building their financial plans to achieve their goals. Nicholas has extensive experience within Fidelity Investments, having held several positions since 2016. His career includes roles as Relationship Manager, Financial Consultant, Vice President Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President Branch Leader. This progression reflects his developing expertise in financial consulting and regional planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Ryan Morgan is a financial advisor with Edward Jones in Ft Collins, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Jonathan Bordeman is a Financial Consultant who emphasizes the importance of achieving financial peace of mind tailored to each individual's unique circumstances and goals. He focuses on tax-efficient investing and estate planning as key components in building comprehensive financial plans. Jonathan prioritizes professionalism, respect, and honesty in his client relationships. His professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Client Experience Associate from 2018 to 2019. Outside of his professional work, Jonathan enjoys camping, fishing, fitness, and spending time at the lake.

Spenser Carothers is a financial advisor with Merrill in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including at Gates Corporation and Colorado State University. 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, and charitable organizations.

Colton Turner is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial and serving as a financial advisor at Bank of Colorado. His prior experience includes roles at Mercer Global Advisors, Chapel & Collins, Blue Federal Credit Union, and AXA Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary strategies supported by analytical modeling and technology.

Christopher France is a CFP® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of Loveland, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

David Havice is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity, starting as an Investment Solutions Representative I in 2021 and advancing to his current role. Prior to joining Fidelity, he worked as a Banker at JP Morgan Chase from 2018 to 2019. David helps individuals and their families throughout their financial journeys by collaborating to build, implement, and monitor tailored financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, David has personal interests that include cars, concerts, gardening, motorcycles, and pets.

Andrew Macdonald is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Linsco Private Ledger since 2001. Outside of his advisory work, he owns several businesses including Macdonald Construction, Macdonald Helicopter, and Horseshoe Farms, which sells produce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios and third‑party asset managers.

Jeremy Audas is a Financial Consultant currently working at Fidelity Investments since 2023. He has extensive experience in the financial services industry, having held roles such as Private Client Advisor at JP Morgan from 2019 to 2023, Financial Solutions Consultant at Merrill Lynch from 2018 to 2019, and Investment Solutions Representative at Fidelity Investments from 2016 to 2018. Throughout his career, Jeremy has focused on developing customized financial plans tailored to the needs of individuals and families. He emphasizes building strong relationships to ensure trust and reliability with his clients. Jeremy holds insurance licenses in Arkansas and California.

Kyle Stearns is a financial advisor with Fidelity Investments in Fort Collins, CO, holding Series 63 and Series 66 licenses and with three years of industry experience. He has worked at several firms, including Equitable Advisors, ETrade, Northwestern Mutual, and Wealth Management Advisors. Prior to his financial career, he spent time teaching at BYU-Idaho and Doherty High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Kristina Peach is a financial advisor with Thrivent Investment Management in Loveland, Colorado. She holds a Series 66 designation and has 12 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses covering various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Craig Leonard Jr. is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Fazio is a Series 66 licensed financial advisor with Edward Jones in Ft Collins, CO, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he provides consulting on audio system upgrades for a university church through Eternal Light & Sound LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bradley Eads is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with LPL Financial since 2012 and has also owned and operated EADS & Associates, Inc. since 1999, where he serves as a CPA, bookkeeper, and tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment and financial planning solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Arthur Spiller is a financial advisor at Ameriprise with 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages an independent advisory business through DGW Worldwide LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Robert Farmer is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at LPL Financial and Presidential Brokerage, Inc. Farmer has taught finance as a professor at Southern New Hampshire University and authored the book *Managing Your Own Retirement*. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations delivered through meetings and written summaries.