Phillip Loring Jr. is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior firms include LPL Financial, RTI Wealth Management LLC, and Waddell & Reed, Inc. He has also been involved with PNL Inc. and Beach Path LLC in investment-related roles. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Edmundo Barajas Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has worked with Raymond James and First National Bank since 2017 in various advisory roles. Additionally, he serves as Representative in Charge at First Investments and Planning in Fort Collins, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Jim McFadden is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His experience in financial services also includes roles at Charles Schwab, where he worked as a New Client Investment Consultant from 2021 to 2022 and as a High Net Worth Specialist from 2017 to 2021. As a Certified Financial Planner professional, Jim focuses on developing financial plans that are tailored to the unique situations of his clients. He emphasizes understanding clients' values and goals to create adaptable roadmaps aimed at providing confidence and peace of mind. This approach supports clients in focusing on what is most important in their lives.

Deanne Murphy is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. She has worked at Wells Fargo Clearing since 2016 in two separate periods and has been with Wells Fargo Bank since 2014. Murphy serves as treasurer and finance committee member for The Friends of the Gardens on Spring Creek, where she manages financial reporting and budgeting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and integrates research and analytics into its investment approach.

Gregory Dellinger is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James and its affiliates since 2005. He is also the owner and CEO of Dellinger Wealth Management, a support company serving advisory and brokerage accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Alexis Cousins is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Alexis worked for eight years at Odell Brewing Company. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Sara Bordelon is a financial advisor with Edward Jones in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked with Digital Promise Global and served in educational roles at Poudre School District and Clear Creek Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a nationwide network of more than 23,700 financial advisors.

John Heddens is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to the rebranding of Axa Advisors, where he also worked, he has maintained a long tenure within the same organization. Outside of advising, he holds roles related to real estate, including serving as secretary of a professional office park owners association in Fort Collins, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, primarily using third-party asset managers and LPL-sponsored platforms.

Debra Schilling is a financial advisor with LPL Financial based in Fort Collins, Colorado, holding Series 63 and Series 66 licenses and 40 years of industry experience. Her prior roles include positions at Waddell & Reed, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She also has experience operating various business entities related to wealth planning and insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network.

Timothy Knopp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously served at Pfs Investment Inc and Primerica Financial Services. Outside of financial advising, he is employed by AB InBev and operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a variety of investment solutions and platform arrangements tailored to client objectives.

Haley Lee is a CFP® professional with five years of experience in the financial industry, currently affiliated with LPL Financial. Her prior roles include work at Jackson National Life Distributors and The Annotation Station. Outside of advising, she has experience working with a board game café, Board & Brew. 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 wide range of financial planning and asset management services through a large network of investment adviser representatives.

Judith Meduna is a financial advisor with Edward Jones in Loveland, CO, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Edward Jones from 2017 to 2026 and has a background in education and massage therapy. She has also assisted children with special needs in the St. Vrain Valley School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

David Jones is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing various third-party asset managers and firm-sponsored advisory programs.

Ryan Timmins is a financial advisor with LPL Financial in Ft Collins, CO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Kestra Financial Services, Kestra Investment Services, and Wells Fargo Clearing. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing both model portfolios and customized strategies.

Katherine Miller is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on a percentage-based, tiered wrap fee structure.

James Cox III is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. His prior experience includes eight years at LPL Financial and four years at SII Investments, Inc. Outside of his advisory work, he serves as a technician for a family-owned remediation company. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing various portfolio management approaches and emphasizing both proprietary and third-party strategies.

Gabriel Smith is a financial advisor at Edward Jones in Ft Collins, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience at US Foods and Odell Brewing Company. 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 over $1 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.

William Wubbena is a financial advisor at Wells Fargo Advisors with six years of industry experience. He has held positions at LPL Financial, Thrivent Financial, and Aleph Objects, Inc., among others. Outside of his advisory role, he owns TechLife LLC, an investment-related business based in Fort Collins, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with discrete, negotiable engagements tailored to client needs.

Nathan Price is a financial advisor with Ameriprise in Pittsburgh, PA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Patterson Companies and George K. Baum & Co. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Paige Amble is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments as an Intern in 2023, progressing through positions including Financial Operations Associate and Financial Representative before assuming her current role. In her work, Paige focuses on developing comprehensive financial plans that align with clients' goals and aspirations. She emphasizes clear and collaborative communication to ensure clients feel confident and secure about their financial futures. Outside of her professional duties, Paige enjoys baseball, exploring diverse cuisines, socializing with friends, engaging in outdoor adventures, skiing, and traveling.