Devin Jones is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007 and operates a business under the name MacDonald Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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.

Richard Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns YardSaleTrains.com, an online model train reseller. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Bradley Thompson is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2016 to 2026. Outside of his advisory role, Thompson operates Thompson Wealth Management, LLC, and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to a range of investment platforms and third-party managers. The firm employs quantitative tools and automated processes to construct portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

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.

Craig Moddelmog is a financial advisor with Morgan Stanley in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Private Client Services, LLC, and Cornerstone Wealth Management, Inc. He is also a partner at Sunflower Capital LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support client outcomes.

Brandy Carlson is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Robert Schmidt is a financial advisor with Osaic Wealth, Inc. in Windsor, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior roles include positions at Futurity First and Securities America, among others. Schmidt is also involved with Futurity First Insurance Group, where he provides insurance sales, recruiting, and training services. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sharon Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She worked for Morgan Stanley Smith Barney for 15 years before joining Raymond James & Associates in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Nathan Sloan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning across a broad range of topics without discretionary portfolio management.

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.

Arthur Aldrich is a financial advisor at Edward Jones in Loveland, CO, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including 12 years with Edward Jones. Outside of his advisory role, he is involved in property management through ownership of a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gregory Howell is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 65 and Series 63 licenses and having 16 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Allstate Insurance Co from 2016 to 2023 and has operated Howell Insurance Agency, LLC since 2016. Outside of his advisory work, he owns HRD LLC, a hunting rental dog business. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Lindsey Youngblood is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following roles at Agility Communication Group and Global Data Technology. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and risk management techniques.

Kelly Walker is a financial advisor with Edward Jones in Longmont, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, Walker worked at the Space Science Institute and Compassion First Pet Hospitals. Walker serves as a board member for the TLC Learning Center, participating in meetings and volunteer fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.