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 in Ft Collins, CO, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2012 and is also the owner and tax preparer at EADS & Associates, Inc., a CPA and bookkeeping firm he has operated since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

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.

Cory Fellhauer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their unique needs and goals. His approach focuses on creating personalized experiences to help clients build confidence as they plan for the future. Cory has been with Fidelity Investments since 2021, progressing through several roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. This progression reflects his growing experience and expertise within the organization.

Mark Debord is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012. In addition to his advisory role, he serves as an instructor for The College Funding Coach, providing college consulting services. 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, ongoing financial planning engagements using firm-approved tools and emphasizes educational seminars and specialized planning programs.

Kelli Olsheski is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER® professional associated with Merrill. She specializes in helping executives, business owners, engineers, women, and their families navigate the complexities of their financial lives through clear, personalized strategies aligned with their goals and priorities. With extensive experience in college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment strategy, Kelli addresses the intricate financial needs of her clients. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CHARTERED FINANCIAL CONSULTANT (ChFC), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes tailored financial solutions to secure a comprehensive and fulfilling future for her clients. Kelli earned her Bachelor's degree from Virginia Polytechnic Institute & State University. She is fluent in both French and English. Outside of her professional work, she enjoys adventure sports including biking, hiking, ice hockey, running, skiing, yoga, and spending time with her family.

Darin Luze is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Securities America Advisors. Luze is involved in a wealth management group and holds ownership interests related to that business in Fort Collins, Colorado. Cambridge Investment Research Advisors serves a diverse client base with services including financial planning, investment management, and retirement plan advisory, utilizing a variety of portfolio management approaches delivered through a network of independent Financial Professionals.