Ashley Lauwereins is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, she owns and operates Fifth Essence Jewelry, a business focused on creating and selling handmade jewelry. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and retirement plan consulting, using various tools and third-party resources to support customized portfolio construction and management.

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, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Elevations Credit Union, CUSO Financial Services, LP, and Key Investment Services. Thorpe is involved with Elevations Wealth Management Services in addition to his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services through a national 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.

Matthew Coonley is a financial advisor with LPL Financial based in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he operates a sole proprietorship selling fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, complemented by research and portfolio management services.

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 in Windsor, Colorado, holding a Series 66 designation and six years of industry experience. He previously worked at Tharp Cabinet Corporation for three years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodney Wilson is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. from 2014 to 2018. Outside of his advisory role, he is a co-owner of Oakridge II, LLC, a non-investment-related business. 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. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Loveland, CO. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 role, Macdonald is involved in several business ventures including construction, helicopter piloting, and a farming enterprise that sells produce. 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 offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, supported by proprietary and third-party research.

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.

Jacob Shepard is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities LLC in Loveland, Colorado. He has been with J.P. Morgan since 2016 and is also a co-owner of a sports card business called CCJJ LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset‑allocation approach combined with centralized due diligence and an ESG eligibility framework.