Audra Morse is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, NA since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a non-discretionary program supported by a centralized due-diligence framework.

Christa Bouchard is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2018. Prior to that, she worked with The Nanci Garnand Team and was involved with Respite Care, Inc. She holds a Series 66 designation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources.

Andrea Deepe is a Series 65 licensed financial advisor with Primerica Advisors, based in Loveland, CO, and has seven years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2016 and has held roles outside the financial sector at Trufit Athletic Club, BJ's Brewhouse & Restaurant, and Gold's Gym Loveland. In addition to her advisory work, she receives compensation for the sale of loan products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Chelsea Rakowski is a financial advisor with LPL Financial in Fort Collins, CO. She holds a Series 66 designation and has professional experience at LPL Financial since 2026. Prior to her current role, she was involved with Decibullz, LLC and Otter Products, LLC for a total of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Giulia Laplante is a CFP® professional with seven years of industry experience, currently with RBC Wealth Management since 2021. Her prior experience includes roles at Wambolt & Associates LLC and Centric Investment Group Inc. outside of finance, she coaches Taekwondo as an independent contractor. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers.

Kyle Sullivan is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Victory Capital Advisers, Transamerica Capital Inc, and Oliver Asset Management. He holds Series 66 and Series 63 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kyle Pope is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Western Sky Energy Partners, 1776 Energy Services, and Covenant Testing Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Haenny is a financial advisor with LPL Financial in Loveland, CO, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, with additional business activities under Haenny Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey McWhorter is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Cambridge Investment Research and Wells Fargo Advisors. He is involved in a non-variable insurance business as a related activity outside his advisory role. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Kristin Frei is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent 13 years at Republic National Distributing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Walter Maasch is a CFP® professional with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise, Great Western Bank, Premier Mortgage Group/Cherry Creek Mortgage, and JPMorgan Chase. Maasch also holds a notary commission in Colorado. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported portfolio strategies and advanced technology integration.

Megan Alexander is a Series 66 licensed financial advisor with two years of industry experience. She currently works at Equitable Advisors and has prior experience at Integrated Wealth Strategies, Edward Jones, and JBS. Outside of her advisory role, she operates a travel agency called Bucket List Realties. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kelly Daniel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. He is also appointed to sell outside network insurance products. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Jeffrey Dunn is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Raymond James Financial Services Advisors. In addition to his advisory roles, he serves as an assistant wrestling coach for the Poudre School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Daniel Burnett is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding a Series 66 credential and 24 years of industry experience. He has been affiliated with Cambridge since 2013 and also leads Long Green Financial Planning, LLC. Outside of his advisory roles, he serves as vice-president of the board for the Ciclismo Youth Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Michael Cordeiro is a CFP® professional with four years of experience, currently affiliated with Mass Mutual Investors Services in Johnstown, Colorado. His work history includes roles at MassMutual Life Insurance Company, Commonwealth Financial Group, and the U.S. Postal Service. He also serves as an Operations Officer with the Vermont Army National Guard. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements supported by firm-approved analytical tools and delivers recommendations focused on investment categories and strategies.

Sarah Nowfel is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pacer Financial, Inc., Cambridge Investment Research Advisors, and First Financial Equity Corporation. Located in Fort Collins, CO, she began her tenure with Wells Fargo Advisors in 2025. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Kenneth Kramer is a financial advisor at Edward Jones in Ft Collins, CO, with 17 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory work, he is involved in real estate through ownership of investment entities in Fort Collins. 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 nationwide network of approximately 23,700 financial advisors.

Samantha Rogers is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Primerica Financial Services since 2020 and previously held positions at Crocs Inc and Insight Global/Intellisource. Outside of advising, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a wrap-fee solution with a tiered percentage-based fee structure.

Melissa Baldwin is a financial advisor with LPL Financial based in Fort Collins, CO, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2011 and also works with Financial Steward Associates, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management combined with model portfolios and research from multiple sources.