Sophia Lanting is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth since 2021 and has been involved with Intrinsic Financial Design Group, which she owns, since 2017. Lanting also has experience with Waddell & Reed and various insurance carriers. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm offers advisors access to discretionary model portfolios and multiple program structures tailored to client needs.

Christopher Ahrens is a financial advisor with GWN Securities Inc. in Greeley, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining GWN Securities and Q Wealth Management in 2022, he worked at Bank of Colorado from 2019 to 2022. Outside of his advisory role, he serves as a JV basketball coach at Northridge High School. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts, delivering advice through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Brent Powell is a financial advisor with GWN Securities Inc. in Cheyenne, WY, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he owns Brent Powell Financial, LLC, a non-investment related business registered in Colorado. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based programs.

Jonathan Busch is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Tucker Asset Management LLC and Park Ave Securities. In addition to his advisory role, he is an independent insurance agent through JF Busch & Associates, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm employs a platform-centered approach that incorporates model portfolios, discretionary asset management, and financial planning services.

Dennis Hein is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera before joining Centaurus in 2024. Hein is also president of Hein Financial Services, Inc., a non-investment business focused on life and health insurance sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary strategies, using a range of analytical approaches and model overlay programs.

John Nicholas III is a financial advisor at Ameriprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Kayton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She operates out of Firestone, CO, and maintains a freelance writing business focused on non-financial content under the pen name Bliss Monday-Friday LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Serena Walker is a financial advisor at Edward Jones in Longmont, CO, with 10 years of experience at the firm and holds a Series 66 designation. She has worked exclusively at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Tonya Moddelmog is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and possessing 15 years of industry experience. She previously worked at Private Client Services LLC and Cornerstone Wealth Management. Outside of her advisory role, she is a partner involved with Sunflower Capital LLC, a real estate-related business based in Fort Collins, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and market modeling to support client goals.

Zachary Rechkemmer is a financial advisor with Edward Jones in Loveland, CO. He holds a Series 66 designation and has been with Edward Jones since 2024. His prior experience includes roles at Arizona State University, Vans, and Ace Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Zuzana Balzerova is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Outside of her advisory role, she owns several rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Alexander Eberly is an advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, his work history includes roles in logistics, delivery services, and natural resources management. He also has entrepreneurial experience with Chapters Logistics, LLC and King Courier Service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Sean Laws is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, and prior to that spent seven years with VOYA Financial Advisors. Outside of advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services across various program structures.

Matthew Dolan is a financial advisor at Raymond James Financial with 20 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2021 and previously spent 15 years at Edward Jones. Outside of his advisory role, Dolan is the owner and president of MJD Financial Services, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Craig Swan is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Commonwealth Financial Network and Cetera Wealth Services. Swan also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement services through a network of independent professionals, offering a range of portfolio management and advisory solutions tailored to client objectives.

Emma Wilson is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Novant Health for three years and attended Clemson University. 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.

David Weinbender is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of services.

Kari Boxleitner is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her financial advisory role, she is involved in rodeo barrel racing and engages in the purchase and sale of cattle and horses for family use. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliate from 2010 to 2025 and currently operates Tenacity Investment Group alongside his role at LPL. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Hampton Kelsch is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to develop financial plans tailored to their individual goals. Hampton has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, Financial Representative, and now Planning Consultant. His experience within the company has provided him with a comprehensive understanding of client services and financial planning. Outside of his professional work, Hampton engages in activities such as board games, family activities, social events with friends, movies, reading, and traveling.