Edward Chance is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at American Furniture Warehouse for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jeffrey Berg is a financial advisor with Wells Fargo Clearing in Longmont, Colorado, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Cambridge Investment Research Advisors, and Money Concepts Capital Corp. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffery Mere is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan administration.

Kylie Pickenbrock is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Wells Fargo Clearing and Wells Fargo Bank since 2020. Prior to that, she was employed at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs, tailored to plan objectives and demographics.

Zachary Engraff is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Scf Investment Advisors, Lincoln Financial Securities Corporation, and New York Life. In addition to his advisory role, he is involved with Buffalo Financial Strategies, focusing on non-variable insurance. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, incorporating both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Sheila Hill is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. Outside of her advisor role, she has a 40% ownership stake in Spruce Creek Financial Advisors LLC, a financial practice based in Loveland, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Scott Kisling is a CFP®-designated financial advisor with Edward Jones, based in Loveland, CO. He has 10 years of industry experience, including 11 years with Edward Jones. 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, supported by a large network of financial advisors and branch offices nationwide.

Ryan Smith is a financial advisor with Primerica Advisors in Loveland, Colorado, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PRUCO Securities, Raymond James Financial Services, Thrivent Financial, and Bank of Colorado. Outside of advising, he is a licensed real estate agent with Re/Max Alliance Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Hull is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he manages an S corporation established for commission pass-through purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Schmidt is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of a short-term rental property in Crested Butte, Colorado. 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, distribution, and investment management capabilities.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Chad Shipley is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at KeyBank National Association and Bank of the West. Chad is based in Longmont, CO. 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, investment strategies, and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

David Loomis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was employed at Maxar, Inc. and DigitalGlobe, Inc. He is also a silent minority co-owner of a restaurant in Loveland, Colorado. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions.

Lukas Gately is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to this, he has held roles at Doordash, Chris Happel & Associates, and Denison University. He also serves as executor of his father's trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

Eric Burr is a financial advisor with Wells Fargo Advisors in Lyons, CO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise and SII Investments. Outside of advising, he is co-owner of Upwind Science, a company focused on designing and licensing innovative hunting products, and serves on the board of Hope For The Soul Ministries. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Kurt Willson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked at Scheels All Sports and served with the Loveland Fire Rescue Authority for 25 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, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Andrew Moore is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Investment Centers of America, Inc. for 11 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

David Riffel is a CFP® professional with seven years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Dell Technologies before entering the financial services industry. Outside of his advisory role, he is Treasurer and a board member of The Children's Foundation International, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Parsons is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.