Theodore Bulik Hocum is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Steward Partners, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved as a health and nutrition trainer with 1ST PHORM. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Robert Slatkin is a CFP® professional with eight years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services, as well as three years at Ernst & Young LLP. He holds a CPA license but is not actively engaged in accounting work. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through multiple portfolio management solutions and third-party money managers.

Benjamin Lubow is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., holding roles from 2021 to 2026 before joining Steward Partners in 2026. Lubow holds Series 63 and Series 66 licenses and is based in Fort Collins, Colorado. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of discretionary and non-discretionary portfolio management solutions.

Mariah Pelletier is a financial advisor with Steward Partners Investment Advisory, LLC in Fort Collins, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and RBC Capital Markets. Outside of her advisory work, she coaches high school girls basketball. Steward Partners Investment Advisory is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with multiple custodial and platform partnerships.

Dehaven Becker is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently an advisor at Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Inc. and RBC Capital Markets Corporation. Becker is based in Fort Collins, CO. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Michael Stradt is a CFP®-designated financial advisor with Steward Partners Investment Advisory, LLC, bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Raymond James Financial Services, Inc. He serves on the finance and investment committee as a board member of Boy Scouts America in Larimer County. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.