Lisa Gemaehlich is a financial advisor with Edward Jones in Johnstown, CO, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Sengled, USA and AT&T. Outside of her advisory role, she is involved with the Girl Scouts as a troop co-leader and sales manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Shipp is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services and Bank of Colorado. Outside of advisory roles, she is an associate employee at Bank of Colorado Investment Services. 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 utilizes analytical tools to support client goals, with specialized municipal advisory services and customized SIMPLE IRA employer consulting programs.

Dayna Hazlewood is a Series 66-registered financial advisor with Edward Jones in Greeley, CO, with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Vision Specialists LLC and Pearle Vision. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dawn Strohecker is a Series 66-licensed financial advisor with Edward Jones in Greeley, Colorado, bringing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns rental property in Evans, Colorado. 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.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Davis is a financial advisor with Thrivent Investment Management in Loveland, CO, holding a Series 66 designation and five years of industry experience. Her career includes roles at Thrivent Financial, Thrivent Investment Management Inc, Chapel & Collins, and Massage Heights. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Ysabelle Haggard is a financial advisor at Edward Jones in Windsor, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Edward Jones since 2017. Previously, she was registered as a referral real estate agent, though her license is no longer active. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Jordan Austin is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Austin serves as a trustee for Grace Place Church, where he participates in overseeing the nonprofit’s legal and financial matters. 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 without discretionary trading authority.

Austin Schuler is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS from 2016 to 2020 and was employed at Colorado State University from 2014 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Brandon Gorsky is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes portfolios based on clients' Advisory Risk Profiles using a combination of in-house and third-party managers.

Robert Spykstra is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, he was involved with Sacred City Church and Morning Star Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based analyses and planning without discretionary trading authority.

William Vitagliano is a financial advisor at Stifel with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various regional banks. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Jeremiah Slavin is a financial advisor with LPL Financial based in Fort Collins, CO. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining the financial sector, he worked in various roles including positions at Starbucks and as a coach for the Muskegon Lumberjacks. Jeremiah is also affiliated with Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cassandra Fazio is a financial advisor at Edward Jones in Ft Collins, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Miss Cassie Bee and Salem Family Medicine. Outside of advising, she is involved in illustration sales. 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 manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Karla Boor is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding a Series 66 designation and four years of industry experience. She has worked at RBC Capital Markets since 2019 and previously held roles in healthcare at UCHealth Heart and Cardiovascular Center and Lemay Avenue Health and Rehab. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a capital-markets presence that includes alternative investments and integrated lending services.

Robert Hubbard is a financial advisor with LPL Financial, holding a Series 66 designation and based in Greeley, Colorado. He has one year of industry experience and previously worked in education at several institutions including Colorado State University and local schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Jeremy Plisko is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers and incorporating features such as tax management and responsible investing screens.

Daniel Mackey is a financial advisor with LPL Financial based in Fort Collins, CO, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior career includes over two decades at THE O.N. Equity Sales Company, Ohio National Life Insurance, and Principal Life Insurance Company. He is also involved with Mackey Financial Services LLC, an agency selling life, health, disability, long-term care insurance, and fixed annuities. 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, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Jason Welling is a financial advisor with Morgan Stanley in Loveland, CO, holding a Series 66 license and five years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021. Prior to his advisory career, he was affiliated with Emory University and River Hill High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support its financial planning process.

Nicole Rowe is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as treasurer for the Fort Collins Children's Theatre, managing its financial reporting and tax filings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.