Conner Hartman

Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Amy Hamasaki is a CFP® with eight years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, Block Advisors, and Dolphin Advisors. Equita Financial Network, Inc. is an SEC-registered firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management supported by sub-advisers and tools from the Schwab Managed Account Marketplace.

Jordan Matola is a financial advisor with Prospera Financial Services, Inc. in Fraser, Colorado, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors, J.P. Morgan Securities, and Ameriprise. Outside of his advisory career, he has an ownership interest in Brand Results, LLC, a marketing business specializing in car cleaning products. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in assets, serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, utilizing both discretionary and non-discretionary account management with various model portfolios and third-party money managers.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jay Krause is a financial advisor at Creative Planning with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at RMB Capital Management and J.P. Morgan Securities. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary guidance and third-party platforms.