Giulia Laplante is a CFP® professional with seven years of industry experience, currently with RBC Wealth Management since 2021. Her prior experience includes roles at Wambolt & Associates LLC and Centric Investment Group Inc. outside of finance, she coaches Taekwondo as an independent contractor. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers.

Kyle Pope is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Western Sky Energy Partners, 1776 Energy Services, and Covenant Testing Technologies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey McWhorter is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Cambridge Investment Research and Wells Fargo Advisors. He is involved in a non-variable insurance business as a related activity outside his advisory role. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Megan Alexander is a Series 66 licensed financial advisor with two years of industry experience. She currently works at Equitable Advisors and has prior experience at Integrated Wealth Strategies, Edward Jones, and JBS. Outside of her advisory role, she operates a travel agency called Bucket List Realties. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kelly Daniel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. He is also appointed to sell outside network insurance products. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Maryann Ruck is a financial advisor at LPL Financial with 23 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at LPL Financial since 2009. Outside of her advisory role, she leads a monthly Second Saturday Divorce Workshop and is involved in activities related to certified divorce financial analysis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brian James is a financial advisor at Edward Jones in Windsor, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked with Bill Barrett Corporation/HighPoint Resources and Noble Energy, Inc. He is the owner of Teed Golf, Inc., a golf app that tracks scores among friends. 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 branch offices nationwide.

Jeri Jensen is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2012 and is also the owner of A-Way With Animals LLC, a business providing in-home pet care. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Kyle Danford is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Danford serves on the committee of NOCO Unify 20/30, a nonprofit organization supporting children's charities in Northern Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Kelly Swanson is a Series 66-licensed financial advisor with Edward Jones in Windsor, CO, with 17 years of industry experience. She has been with Edward Jones since 2008. Swanson serves as the Vice President of the Belgrade Chamber of Commerce and is an independent consultant for Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea Lechman is a financial advisor at Edward Jones in Windsor, CO, holding the CFP®, ChFC®, and Series 66 designations with four years of industry experience. Before joining Edward Jones in 2021, she worked in real estate with K Adams Re/Max Alliance for nine years and was employed in roles as a house cleaner and with the Guttersen Family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Tabetha Mc Ginnis is a financial advisor with Edward Jones in Windsor, CO, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a consultant for Mary Kay beauty products, primarily for personal use within her family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Emily Wiedeman is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in managing family real estate and farmland holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Eric Alvarado is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His prior experience includes four years at Northwestern Mutual Wealth Management Company and one year at Union Bank. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

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.

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.

Brett Zenisek is a financial advisor with Edward Jones in Windsor, Colorado, holding a Series 66 designation and six years of industry experience. He previously worked at Tharp Cabinet Corporation for three years before joining Edward Jones in 2019. 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 discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Spenser Carothers is a financial advisor with Merrill in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including at Gates Corporation and Colorado State University. 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, and charitable organizations.

Memory Fender is a Series 66-licensed financial advisor with Edward Jones, based in Eaton, Colorado, and has two years of industry experience. Their prior work includes roles at Edward Jones since 2022, with a brief tenure at Morgan Stanley in 2024, and earlier experience at Chelle Law. Outside of advising, Fender manages a rental property by leasing out their basement in Windsor, Colorado. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.