Karis Schneider is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2026, Karis worked at LPL Financial, Target, PNC Bank, and Bank of Colorado. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles using both in-house and third-party investment managers.

Janet Stanley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to her advisory work, she owns and operates JM Stanley & Associates, LLC, which provides insurance products and investment advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Alina Shelton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch for five years before joining Raymond James and the Bank of Colorado, where she serves as a Senior Registered Client Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through its affiliation with a municipal advisor.

Hunter Kasdorf is a financial advisor at Raymond James Financial with one year of industry experience. He previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in the restaurant industry and construction design build. 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 investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Gloria Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Her background includes roles at JPMorgan Chase Bank, Wells Fargo Bank, and Canvas Credit Union. Outside of her advisory work, she is an owner and landlord of a residential real estate property through Rodz Real Estate LLC. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Shayla Hoff is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and over 10 years of industry experience. She has worked at Raymond James and Bank of Colorado in various capacities since 2013, including serving as an Operations Manager. Hoff combines roles within both firms, reflecting a background in investment services and operations management. 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 supported by analytical tools and emphasizes municipal and public-finance advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Craig Ellis is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked within various divisions of JPMorgan since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

James O'Neal is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Before joining LPL Financial in 2017, he worked for National Planning Corporation from 2009 to 2017. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management across its offerings.

Jason Burkett is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves on the advisory board of the Poudre School District Foundation, the board of directors for CHAMP (Character in Athletics Make it A Priority), and is involved with the Colorado State University Foundation’s investment committee. Additionally, he owns a residential property management business and operates a family sports card business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs using a combination of in-house and third-party managers, with features that include discretionary portfolio management, financial planning, and integrated capital-markets services.

Taylor Rhoades is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial career in 2009 as a banker in Colorado and joined Merrill in 2015 after earning his MBA from the University of Tennessee. During his tenure at Merrill, he earned the CERTIFIED FINANCIAL PLANNER® certification. Taylor specializes in college education planning, personal retirement planning, portfolio management services, and retirement income. He employs a disciplined planning approach, collaborating one-on-one with clients to develop personalized financial strategies designed to help pursue long-term goals. He holds a Bachelor's Degree from Montana State University and an MBA from the University of Tennessee. Outside of work, Taylor enjoys running marathons, playing volleyball, and spending time with his wife and daughters.

Logan Wood is a Series 66 licensed advisor with LPL Financial in Windsor, CO, with one year of industry experience. Prior to joining LPL Financial, he worked at Colorado State University, Play It Again Sports, and West Fargo Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Monica Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Chief Operating Officer of GVB Alliance, LLC, overseeing operations for a financial advisory practice affiliated with Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cash Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, RBC Capital Markets, and City National Bank. He is based in Fort Collins, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Danielle Flores is a financial advisor with Merrill in Fort Collins, CO, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she held positions at Danspace, Fournee Bakery, Lunardi's Markets, and Diablo Valley College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Vito is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Charles Schwab and its affiliated entities since 2021. Prior to that, she held positions at First Command Insurance Services, FBMC Benefits Management, Vista Management Company, and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated custody and brokerage platform.

John Minton is a financial advisor with Ameriprise in Windsor, CO, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Ameriprise Financial Services, American Enterprise Investment Services, and MetLife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Scott Baker is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services. Outside of his advisory role, he serves on the board of directors for High Plains Scuba and is president of Raging Flounder, a scuba diving instruction business. He also holds an elected position on the East Larimer County Water District board, where he helps set policy for the local water district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and implements customized investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

Aaron Grosul is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Windsor, CO. Outside of his advisory role, he owns a vacation rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets.

Jason Jones is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Brennan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Resident Realty and the City of Fort Collins. He is also the president of a local business referral networking group in Fort Collins. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.