Phillip Hansen is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2007. Outside of his advisory role, Hansen was the owner of Phil Hansen Studio LLC from 2007 to 2024. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Genesis Vlcek is a financial advisor with Raymond James Financial in Fort Collins, CO, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has held various positions at Bank of Colorado and worked in education at Colorado Early College and local schools. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning and investment consulting tailored to client goals, using risk profiling and modeling tools, and supports institutional consulting and portfolio management through its extensive network.

Aaron Henrichsen is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop comprehensive financial plans and guide them in achieving their financial goals. As a Certified Financial Planner (CFP®), he emphasizes planning, coaching, and education in his professional practice. He began his role at Fidelity Investments in 2023. Aaron holds a California Insurance License, which supports his work in financial consulting. Outside of his professional activities, Aaron engages in personal interests such as board games, hiking, military service, parenthood, reading, and running.

Bradford Kidd is a Series 66-licensed financial advisor at LPL Financial with 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed, Inc and various insurance carriers associated with W&R Insurance Agencies. Kidd is also a partner in CPA Group of The Rockies, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jenny Mcconnaughay is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and two years of industry experience. She has been affiliated with Primerica Financial Services since 2015 and also has worked as a homemaker. In addition to advisory work, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by third parties and supports its advisory services with custodial and trade execution partners.

Chris Roach is a Financial Consultant I at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that align with their priorities. In his current role, he focuses on building relationships grounded in trust, transparency, and ongoing collaboration to support informed decision-making and help clients work towards their financial goals. Chris has been with Fidelity Investments since 2015, gaining experience in various positions such as Managed Solutions Consultant, Senior Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Financial Representative, and Financial Representative. These roles have contributed to his expertise in financial planning and portfolio management. Outside of his professional career, Chris has interests in fitness, golf, parenthood, pets, snowboarding, and traveling.

Jeffrey Losh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an assistant JV baseball coach at Loveland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or discretionary trading authority. Their approach includes holistic, goal-based analyses and offers an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Matthew Markle is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. He is based in Fort Collins, CO. Outside of his advisory role, he has an affiliation with The Steamboat Grand, a real estate business in Steamboat Springs, CO. 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, supported by a nationwide network of financial advisors and branch offices.

Lucas Cirbo is a financial advisor with Edward Jones in Greeley, CO, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2014. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Jones is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2010. 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.

Trevor Fielder is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Geronimo Productions as an independent contractor providing seasonal freelance video production and editing. His earlier career includes six years with Hirschbach Motor Lines and several roles connected to Oklahoma State University and its athletics department. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides fund advisory services and manages model portfolios delivered through intermediary platforms.

Timothy Brennan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Resident Realty and the City of Fort Collins. He is also the president of a local business referral networking group in Fort Collins. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Patrick Bell is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm has a nationwide network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Kelly Haferman is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Haferman has worked with Wells Fargo firms since 2002 across several affiliated entities. Outside of advising, Haferman serves as power of attorney for their mother. 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 sources.

Mary White is a financial advisor at Edward Jones in Greeley, CO, holding a Series 66 designation with 15 years of industry experience. Prior to joining Edward Jones, she spent 13 years at J.P. Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Kevin Flint is a financial advisor at Edward Jones in Loveland, CO, holding the CFP® and ChFC® designations with 15 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Quinncia, Constant Contact, Amway, and The Fairs App LLC. He also facilitates a peer advisory group for Christian business owners in Fort Collins, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Karlee Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has worked within Wells Fargo entities since 2012, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Guillermo Gonzalez is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Wells Fargo, KeyBank, and CUSO Financial Services. Outside of his advisory work, he is involved with Kimo Properties LLC, a real estate rental business. 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 and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

James Wertz Jr. is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Cambridge Investment Research and Independent Financial Group. Outside of advising, he is involved with Collindale Golf Club and Kahler Outdoors in non-investment capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Shannon Ingraham is a financial advisor with UBS Financial Services in Fort Collins, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research.