Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.

Jeremy Busch is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Keystone Financial Services since 2020 and previously held roles at Cetera Advisor Networks, CWM, LLC, Edward Jones, and ABR Inspections, LLC. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, trusts, and broker-dealer customers. The firm combines fundamental, technical, and industry-expert analysis with diversified asset allocation, tactical adjustments, and tax awareness in its investment approach.

Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment 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 at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.

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.

Julian Heron III is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial services industry. He has worked at Credentialed Wealth Advisors, LLC since 2021 and previously spent nine years with Edward Jones. Credentialed Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm offers tailored investment strategies that range from a legacy buy-and-hold approach to advanced customized solutions, including management of held-away participant assets without custody and fiduciary services for retirement plans.

Roy Hucke is a financial advisor with Credentialed Wealth Advisors, LLC in Johnstown, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Credentialed Wealth Advisors in 2021. Outside of his advisory role, he is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm provides customized portfolio strategies through multiple service tracks and combines retirement-plan fiduciary authority with tailored investment solutions.

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 Certified Financial Planner® with 27 years of industry experience. He has been with Keystone Financial Services since 2010 and previously worked at firms including Cetera Advisor Networks LLC and LPL Financial. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, and trusts. The firm employs a diversified, tax-aware investment approach that integrates fundamental, technical, and industry-expert analysis, and offers participant account management using third-party platforms.

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.

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.

Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.

Dillon Goodman is a financial advisor at Vital Investment Management LLC with four years of industry experience and holds a Series 65 designation. He has worked at Vital Investment Management since 2021 and is also employed part-time at Stephanie Packham CPA LLC, providing bookkeeping services for veterinary hospitals. Prior to these roles, he spent time at Deloitte and Touche LLC and Idaho State University. Vital Investment Management offers discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm follows a primarily value-oriented, long-only investment strategy, uses third-party tools for tax and scenario analysis, and provides educational seminars and pension consulting services uncommon among similar firms.