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.

Alixandra Beaman is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining RBC in 2018, she worked at Neighbor to Neighbor, Bank of America, and Merrill. Outside of her advisory role, she contributes as an educator for Neighbor to Neighbor’s Homebuyer Education class and provides bookkeeping services for a promotional apparel business. RBC Wealth Management serves a wide range of clients, offering tailored investment strategies through discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by a combination of in-house and third-party investment managers.

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.

William Kurtz is a financial advisor with UBS Financial Services in Greeley, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner in a residential real estate partnership in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

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.

Laura Schnell is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Schnell is also a Colorado Notary Public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.