Thomas Roth is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles in education and entrepreneurship, including founding Local Hive Honey. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Jennifer Dees is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise in Loveland, CO. She worked previously at Edward Jones for seven years and has a background that includes four years at CVS Pharmacy. Outside of her advisory role, she is involved as a Market Partner with Monat Global, promoting health and wellness products. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ty Dannenbring is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his financial career, he worked at Buhl's Dry Cleaners. Outside of his advisory role, he serves on the Financial Advisory Committee at The Crossing Church in Fort Collins, assisting with financial oversight. Edward Jones is a 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 more than 23,700 financial advisors and 15,000 branch offices.

Tamira Eberhardt is a CFP® professional with 10 years of industry experience currently with Cambridge Investment Research Advisors. She previously worked at LPL Financial and Securities America Advisors, and also operates JBA Wealth Management in Fort Collins, CO. Eberhardt holds a notary commission in addition to her financial advisory roles. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation strategies across various platforms, including both proprietary models and access to external strategists.

Amy Hloucal is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has previously worked in education and retail, including roles in the Poudre and Weld County School Districts and with Premier Designs Jewelry. Outside of finance, she serves as a judge for the Colorado High School All-State Honor Choir and conducts the adult choir at Redeemer Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Maryann Ruck is a financial advisor at LPL Financial with 23 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at LPL Financial since 2009. Outside of her advisory role, she leads a monthly Second Saturday Divorce Workshop and is involved in activities related to certified divorce financial analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stan Emery is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Navigation Wealth Management and Navigation Financial Services. Emery is a board member and president of the RMHS Booster Club in Fort Collins, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple investment platforms and proprietary model strategies.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

William Hittesdorf is a financial advisor at LPL Financial with 43 years of industry experience. He holds the Series 63 designation and has been with LPL Financial and its affiliated entities since 2008. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Rusch is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he spent 22 years with Investment Centers of America, Inc. He is based in Loveland, CO. Outside of his advisory role, Rusch is involved with Rusch Financial Services, which includes insurance sales focused on life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Kurt Anders is a financial advisor with LPL Financial in Ft. Collins, Colorado, holding a Series 63 designation and having 35 years of industry experience. He has been with LPL Financial and its predecessor entities since 2003. 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, including discretionary and non‑discretionary management supported by research, model portfolios, and various investment strategies.

Roger Olson is a financial advisor at Cetera with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Ameriflex Group, OSAIC, The Prudential Insurance Company of America, and Thrivent Financial. Outside of his advisory work, he owns and operates Self-Defense Solutions LLC, providing safety consulting, education, and seminars. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Jeri Jensen is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and is also the owner of A-Way With Animals LLC, a business providing in-home pet care. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Kyle Danford is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Danford serves on the committee of NOCO Unify 20/30, a nonprofit organization supporting children's charities in Northern Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Mary Wright is a Financial Consultant at Fidelity Investments. She has held several roles within the company, including Financial Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, Financial Representative from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. In her work, Mary partners with individuals and families to define success in their financial lives, providing analysis and customized financial plans aimed at achieving financial peace, security, and legacy building. She believes in a holistic approach to financial planning. Outside of her professional role, Mary has interests in cooking and baking, fitness, hiking, parenthood, pets, and reading.

Jonathan Tataje is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has no prior industry experience. Before joining the financial industry, he held various roles including at Colorado State University and in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Lindsey Stonemets Leaf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. She has concurrently worked with First Investments and Planning and First National Bank of Omaha, where she serves as a financial advisor and customer support representative. Lindsey is also involved with the Mountain View Skating Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Karl Harman is a financial advisor with Ameriprise in Fort Collins, CO, holding a Series 63 designation and 42 years of industry experience. He has worked with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing investment research and algorithmic tools within a distinctive enrollment and product framework.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm 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.

Peter Contino is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a decade at Stifel and a year at Wells Fargo Advisors, LLC. He is based in Fort Collins, CO. 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 combines research from the Wells Fargo Investment Institute with third-party analytics to guide its investment approach.