Robert Flood is a Series 66–registered financial advisor with Edward Jones in Loveland, Colorado, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he is CEO of RSFloodco Enterprises LLC, an LLC involved in potential real estate acquisitions. 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 branches nationwide.

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.

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.

Amanda Dillard is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with eight years of industry experience. Prior to her current role, she worked at the Child Trauma and Resilience Assessment Center and the Center for Family and Couple Therapy, and she was affiliated with Colorado State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 designations and possessing 26 years of industry experience. His career includes roles at Raymond James Financial, Wells Fargo Investments, and Ameriprise Advisor Services. He also operates Tenacity Investment Group LLC alongside his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

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.

Robert Johnson is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Purple Mountain Outdoors and Matador Mexican Grill. Outside of advisory work, he is involved with Purple Mountain Outdoors, a media production company focused on outdoorsmanship. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Trevor Orr is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked within various divisions of J.P. Morgan, including JPMorgan Chase Bank, N.A., since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and due diligence with an ESG eligibility framework to guide investment recommendations.

Ryan Carter is a financial advisor at Edward Jones in Loveland, Colorado, with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2017, with prior experience at AXA Advisors LLC, D.H. Hill Securities, Swan Energy Inc., and The Oil & Gas Asset Clearinghouse II, LLC. Outside of financial advising, he has served as an emcee for weekend conferences in Franklin, Tennessee. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Peter Jochems is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include nine years at National Planning Corporation and ten years leading Jochems Financial Services, Inc. Outside of advising, he pursues art and oil painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools used by its large network of advisors.

Katherine Pague is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica Advisors since 2015 and previously held a position with Boulder County Housing and Human Resources. Outside of advising, she is also an author. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Gregory Backhaus is a financial advisor with Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a sole proprietor of a rental property business. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Delanie Mc Morris is a financial advisor with Edward Jones in Loveland, Colorado, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones in 2026, Mc Morris worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, N.A. from 2014 to 2026. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Aaron Elder is a financial advisor with Thrivent Investment Management in Johnstown, CO, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Professional Financial Specialists, Inc. Outside of advising, he co-owns a social media content business focused on baseball trivia and serves as Assistant Director of Baseball for a local youth sports nonprofit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and a range of planning topics including retirement and estate planning.

Brendon Mc Bride is a financial advisor with Merrill in Loveland, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Key Investment Services, KeyBank, Community Banks of Colorado, and Wells Fargo. 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.

Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Larry Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. He is also involved with Legacy Holdings, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.