Anton Ripsam is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He operates PeakView Wealth Management, a business aligned with his LPL practice, based in Loveland, CO. 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 various advisory programs and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Booton is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Booton Boards Company and Fort Lewis College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Look is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2011. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Lori Gibb is a financial advisor with Morgan Stanley in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. She previously worked at Raymond James & Associates, Inc. for 10 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutions, including tailored financial planning services supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Lynn is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Wellington, CO. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she manages a business through LYNN LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Daren Gartner is a CFP®-designated financial advisor with Edward Jones in Loveland, CO, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shawn Dunnigan is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 65 designations and having 36 years of industry experience. He previously worked at ICA Group Wealth Management, Investment Centers of America, and has been with LPL Financial since 2017. Dunnigan is also the author of a book titled "The Dinner Party" and operates a business related to book sales and speaking engagements. 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 provides financial planning, advisory programs, and retirement consulting through a national network of representatives and offers a variety of portfolio management options supported by research and technology.

Eric Alvarado is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His prior experience includes four years at Northwestern Mutual Wealth Management Company and one year at Union Bank. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Taylor Mustoe is a financial advisor with Wells Fargo Clearing and holds the ChFC® and Series 66 designations. He has five years of industry experience and has been with Wells Fargo Clearing since 2021, following a tenure at Wells Fargo Bank, NA that began in 2014. Outside of his advisory role, he owns a vehicle rental business in Firestone, Colorado. 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 databases.

James Fanning is a CFP®-designated financial advisor with 11 years of industry experience, currently associated with LPL Financial. He has prior experience with The O. N. Equity Sales Company and Retirement & Estate Advisors Inc. Fanning is also an insurance agent specializing in life insurance, long-term care, and fixed annuities. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Spencer Olson is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 credential and 12 years of industry experience. He has worked at LPL Financial since 2014 and concurrently at Credit Union of Colorado since 2010. Outside of his advisory role, Olson operates a landscaping business and maintains a beekeeping activity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technology-driven solutions.

Jesse Reyes is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Kings Consulting, AgVend, Granular, and Workiva. Outside of his advisory role, Mr. Reyes is the principal consultant for Kings Consulting LLC, providing analysis and recommendations to SaaS go-to-market leaders and small business owners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides specialized planning solutions and leverages proprietary research and tools to deliver tailored recommendations, with clients choosing how to implement these through various brokerage and advisory programs.

Nicholas Sages is a financial advisor at Equitable Advisors in Fort Collins, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles at Colorado State University, the Town of Erie, and involvement with the Greenwich Council Boy Scouts of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through third-party sponsors and offers ERISA fiduciary services for qualified plans.

Roderick Morrison is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is a manager and partial owner of 5941 Company, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Jana Binkley is a financial advisor at Raymond James & Associates with eight years of industry experience. She previously worked at Merrill, Wells Fargo, and the Poudre School District. Outside of her advisory work, she sells hand-made crochet items at craft shows. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services supported by a nationwide network of advisers.

Nicole Rivera is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 credential and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial for five years and held roles at several other financial and insurance firms. Outside of her advisory role, she is involved in a jewelry sales business based in Northern Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Matthew Sidgwick is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and was previously with Wells Fargo Clearing from 2011 to 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brent Kramer is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at TIAA-CREF from 2016 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional capital markets and banking solutions.

Saana Liikonen is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Financial and Adams Bank and Trust. She also serves as a notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Ashton Rinow is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this, Ashton served as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed an internship at Prospective Wealth Advisors in 2024. In this role, Ashton focuses on understanding clients' unique financial goals, maintaining transparency, and supporting their long-term success. Ashton approaches client relationships with empathy and clarity, aiming to empower clients with confidence in their financial future. Outside of work, Ashton has interests in cooking and baking, fitness, exploring culinary experiences, social events with friends, and spending time with pets.