Nicholas Ochsner is a financial advisor with Empower Advisory Group based in Fort Collins, CO. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including work at GWFS Equities and Bible Electric Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and supports a large participant base with a higher client-to-advisor ratio than many peers.

Timothy Doud is a financial advisor with Centaurus Financial, Inc. in Fort Collins, CO, holding the Series 66 designation and 17 years of industry experience. He has worked with Waddell & Reed, Inc. and various insurance carriers before joining Centaurus Financial in 2017. He is also owner and president of T Doud LLC and Bridgepoint Financial, LLC, which he operates primarily for branding and tax purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering both advisory and brokerage services. The firm employs a range of investment strategies and provides services such as financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform.

Derek Vinge is a financial advisor with Edward Jones in Estes Park, Colorado, holding a Series 63 designation and 16 years of industry experience. He previously worked at Ameriprise from 2014 to 2016 before joining Edward Jones in 2016. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Bruce Moulds is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 registrations. He has 40 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2016. In addition to his advisory role, he has been involved in selling and servicing health and life insurance products through his own agency since 1993. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management and platform solutions tailored to client objectives.

Kari Boxleitner is a CFP® professional with 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years with A. G. Edwards & Sons, Inc. Outside of her financial advisory role, she is involved in rodeo barrel racing and the purchase and sale of livestock for family use. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sarah Springer is a CFP®-designated financial advisor with Robert W. Baird & Co. in Ft. Collins, CO, bringing 22 years of industry experience. She has worked at Baird since 2017 and spent one year with Wells Fargo Clearing prior to that. Outside of her advisory role, she is a partner in Synchronicity Investments, an LLC that invests in projects in Alaska, and serves as a board member of McKinley Management, LLC. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded SMA strategies along with tax-management and direct-indexing services, supported by ongoing manager selection and internal research.

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.

Ryan Baker is a Financial Consultant currently working at Fidelity Investments since 2021. He works with clients from diverse age groups and professions to help them safeguard their loved ones, plan for the future, and grow their assets through tax-efficient investing. He focuses on guiding individuals to develop comprehensive financial plans that provide confidence as they navigate life's changes. Ryan has experience as a Financial Advisor at several firms, including JP Morgan Chase (2020-2021), UBS (2017-2020), and Merrill Lynch (2013-2017). He holds a California Insurance License.

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.

Brandon Adams is a Planning Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to individual and family needs. He has been with Fidelity since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, Relationship Manager, and currently Planning Consultant. Throughout his tenure at Fidelity, Brandon has gained experience in client relationship management and financial planning. His work involves understanding each investor's unique circumstances to assist them in pursuing their financial goals with confidence.

Phillip Parsons is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 1999. Parsons also owns Old Town Wealth Advisors, a DBA used to conduct business in Fort Collins, CO. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance analysis to create customized portfolios.

Justin Dahl is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 credential with one year of industry experience. Prior to his advisory role, he worked at Mod Pizza, Doordash, Northern Arizona University, Baskin Robbins, and Lewis Palmer High School. 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 investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

James Baumgardner is a CFP® professional affiliated with Fidelity who has nine years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of finance, he is a sole proprietor performing contracted music engagements. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, combining fundamental research with quantitative and algorithmic portfolio construction to manage a range of portfolios, including funds and model strategies for institutional and retail investors.

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.

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.

Alec Thompson is a Financial Consultant I with Fidelity Investments, where he currently provides financial consulting services. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate and Investment Consultant before assuming his current position as Planning Consultant in 2025. During his tenure at Fidelity Investments, Alec has gained experience in client relationship management, investment consulting, and financial planning. He focuses on assisting clients and their families in making informed decisions about their financial futures. Outside of his professional career, Alec enjoys outdoor activities such as baseball, camping, fishing, hiking, outdoor adventures, and snowboarding.

John Balmer is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2017, he worked at Whole Foods Market for six years. 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 maintaining one of the largest retail advisor and branch networks in the industry.

David Palm is a financial advisor with Wells Fargo Clearing in Fort Collins, Colorado, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2013. Outside of his advisory role, he has been involved with the Turning Point Center for Youth since 2008. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.