Lucas Casarez is a CFP® professional with 10 years of industry experience. He is the principal of Level Up Financial Planning, LLC, an independent advisory firm, and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during tax season. His prior experience includes roles at Cetera Advisor Networks, Western Wealth Management, LPL Financial, and Keystone Financial Services. Level Up Financial Planning, LLC serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning through subscription, fixed-fee, or hourly engagements. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, guided by client-specific investment policy statements, and also incorporates technical and cyclical analysis as part of its planning process.

Andrew Logue is the sole advisor at Fletching Arrows Wealth Management LLC in Loveland, CO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Navigation Wealth Management, Sigma Financial Corporation, Spc, and Navigation Financial Services before founding his current firm in 2017. Outside his advisory role, he coordinates Financial Peace University, an educational program focused on financial literacy. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, utilizing the Orion Portfolio Solutions platform. The firm manages accounts on a discretionary basis with regular reviews and combines fundamental and technical analysis to support various investment strategies.

James Milroy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Perspective Wealth Advisors in Loveland, CO, where he has worked since 2025. His prior experience includes roles at Easterly Securities LLC & Easterly Asset Management LP, James Alpha Advisors, FDX Capital, LLC, Syntrinsic Investment Counsel, and SRS Acquiom. Perspective Wealth Advisors serves individuals, high-net-worth families, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm combines strategic and tactical asset allocation with fundamental, technical, and proprietary quantitative analysis, offering customized portfolios that may include individual securities, ETFs, alternative investments, and tailored ESG options.

Jeremy Busch is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keystone Financial Services since 2020. His prior roles include positions at Cetera Advisor Networks, Cwm, LLC, and Edward Jones. Outside of financial advising, he was involved with ABR Inspections, LLC and worked in the Weld County School District. Keystone Financial Services manages approximately $306 million for a diverse client base, including individuals, trusts, and retirement plans. The firm employs a range of investment strategies across multiple asset classes, emphasizing active portfolio management, asset allocation, and tailored solutions.

Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.

Ryan Cosner is a financial advisor with Cosner Financial Group, LLC in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Cosner Financial Group since 2008 and previously at Triad Advisors Inc. and Osaic Wealth, Inc. Cosner serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit focused on supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets across about 600 client relationships, offering discretionary portfolio management as well as hourly and flat-fee planning tailored to client goals.

Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.

Zachary Gasper is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perspective Wealth Advisors and has prior experience at Northwestern Mutual Wealth Management Company and Grant Thornton LLP. Gasper serves as treasurer for Parish Life Ministries, a nonprofit organization. Perspective Wealth Advisors serves individuals, high-net-worth families, and various types of trusts and retirement plans, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm integrates strategic and tactical asset allocation with multiple analysis methods and provides access to tax planning and commission-free insurance products through affiliated entities.

Tyler Hensen is a CFP® with four years of industry experience, currently serving as an advisor at Perspective Wealth Advisors. His prior roles include positions at Northwestern Mutual and Steven Weigandt. Perspective Wealth Advisors serves individuals, high-net-worth families, multi-generational households, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a blended investment approach using strategic and tactical asset allocation combined with fundamental, technical, and proprietary quantitative analysis, and maintains formal affiliations with tax and insurance professionals under separate business arrangements.

John Alpers is a financial advisor at Cosner Financial Group, LLC with 30 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Financial Design & Management, Inc., and Geneos Wealth Management, Inc. from 2008 to the present. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets for over 600 clients, offering discretionary portfolio management and fee-based planning with tailored investment strategies.

Joshua Nelson is a CFP® with 26 years of industry experience, currently serving as an advisor at Keystone Financial Services in Loveland, CO. His prior roles include positions at Cetera Advisor Networks LLC, Cwm, LLC, Western Wealth Management, LLC, and LPL Financial LLC. Nelson has been with Keystone Financial Services since 2010. Keystone Financial Services is a registered investment adviser managing approximately $306 million for about 509 clients, including individuals, trusts, and employer-sponsored retirement plans. The firm employs a multi-strategy investment approach incorporating individual equities, fixed income, mutual funds, ETFs, options, and alternative products, with active portfolio monitoring and tactical asset allocation.

Jeremy Newton is a financial advisor with Cosner Financial Group, LLC in Windsor, Colorado, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Cosner Financial Group since 2008 and was previously with Triad Advisors Inc from 2011 to 2024 and Osaic Wealth, Inc. from 2024 onward. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets with a team of five advisors and offers tailored portfolios with continuous supervision, discretionary management, and consulting options.

Michael Romero is a financial advisor with Wealth Management Advisors RIA, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wealth Management Advisors, Inc. since 2001 and was with DMK Advisor Group, Inc. from 2011 to 2021. Outside of advising, he manages a small property business in Greeley, Colorado. Wealth Management Advisors RIA, Inc. serves individual and high-net-worth clients as well as small businesses, offering discretionary and non-discretionary asset management, financial planning, and annuity management. The firm tailors investment recommendations using fundamental, technical, and charting analysis with a focus on mutual funds and ETFs, and it employs a due-diligence process for third-party managers when utilized.

Michael Stevenson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Keystone Financial Services and previously worked at Navigation Wealth Management, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he has served as an insurance agent and provides consulting services for the transition of Navigation Wealth Management’s business. Keystone Financial Services is a registered investment adviser managing approximately $306 million for over 500 clients. The firm serves individuals, trusts, retirement plans, and broker-dealer customers, offering a range of portfolio management and financial planning services with an investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative assets.

Jesse Eves is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Eves&Haines Wealth Management since 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves&Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm emphasizes strategic asset allocation using ETFs, value equities, and fixed income, alongside specialty municipal and high-yield bond portfolios and ETF strategies based on technical analysis.

Austin Gunsauls is a financial advisor at Cosner Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and Della Parola. Outside of his advisory role, he occasionally assists with a landscaping business during the summer months. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets across over 600 client relationships, offering discretionary portfolio management as well as hourly or flat-fee planning options.

Steven Weigandt Jr. is a financial advisor at Perspective Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2024. Perspective Wealth Advisors serves individuals, high-net-worth families, multi-generational households, estates, trusts, and retirement plans with discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with fundamental, technical, and quantitative analysis, offering tailored portfolios that may include individual stocks, bonds, ETFs, REITs, and alternative investments.

Diane Alexander is a financial advisor with Wealth Advisors Network, Inc. in Greeley, CO, holding a Series 66 designation and 23 years of industry experience. She has worked at Cambridge Investment Research since 2013 and has been associated with Wealth Advisors Network since 2007. Outside of her advisory role, Diane serves as treasurer for the Success Foundation, a nonprofit organization, and is president of a family corporation involved in contract negotiation and management. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through various firm programs. The firm emphasizes diversification and active management, using multiple investment vehicles and tools to align portfolios with client risk tolerances.

Cindy Bragdon is a CFP® professional with over 18 years of industry experience. She currently works at Vital Investment Management LLC and previously spent 17 years at First Western Trust/First Western Financial. She is the sole member of Lighthouse Planning, LLC, providing financial, estate, business succession, and retirement planning services. Vital Investment Management LLC offers discretionary and non-discretionary asset management and financial planning for individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models, and incorporates educational seminars and pension consulting as part of its services.

David Eads is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is currently a member of Vital Investment Management LLC, where he has worked since 2019, and previously worked at Colorado Financial Management LLC from 2012 to 2019. Outside of advisory work, he is co-owner of Something Canadian, LLC, a mobile home sales business, and a partner in Estate Navigation Services, LLC, which assists clients with legal documents and asset distribution. Vital Investment Management LLC provides discretionary and non-discretionary asset management and financial planning to individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset allocation models, and offers educational seminars and pension consulting services.