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.

Nathan Pierce is a financial advisor with Guardian Life in Loveland, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Guardian Life and its affiliates since 2012. Outside of his advisory role, Pierce serves as president of Pierce Insurance & Financial, a business selling insurance products separate from Guardian. Guardian Life’s subsidiary Park Avenue Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Margaret Marco is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for 15 years. Money Concepts Capital Corp is an enterprise-scale firm serving a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Bryce Barton is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Wealth Strategies Group and Jax Mercantile Outdoor. Outside of his advisory role, Bryce works as a pet sitter through Rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Maria Wood is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Financial, LLC and TIAA-CREF Individual & Institutional Services, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives and offers a range of portfolio management solutions along with retirement plan consulting and fiduciary services.

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.

Morgan Gray is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ascend Asset Management and Aspire3D. Outside of his advisory role, Gray serves as secretary and fundraising committee member for Crossroads Safehouse, a nonprofit supporting victims of domestic violence. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, and financial planning, utilizing a platform-centered approach that combines in-house, third-party, and advisor-managed models.

Jacob Moore is a financial advisor with Money Concepts Capital Corp in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Money Concepts Capital Corp since 2017 and has operated Moore Financial Planning since 2016. Outside of his advisory work, Moore is involved in commercial property management and acts as an independent agent for dental, vision, and Medicare supplement insurance. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches, including both proprietary models and third-party strategies, serving clients through discretionary and non-discretionary programs across a network of several hundred advisors.

Jacob Gerk is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Northwestern Mutual Wealth Management Company and related entities. His background also includes a period at Colorado State University. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Adam Bott is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Edward Jones. Outside of advising, he is involved in running a non-variable insurance business at the agent level. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, employing various analytical strategies and technology platforms to support its advisory services.

Steve Moore is a financial advisor with Money Concepts Capital Corp in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, Moore serves as president and board member of Moore Financial Planning Inc. and is an officer at Moore Property Holding, LLC, a commercial property management firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and applies fundamental and technical analysis along with modern portfolio theory to manage assets for a diverse client base.

Collin Watkins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and based in Fort Collins, CO. He has experience from six years of service in the United States Marine Corps and has worked at Stryker before transitioning to the financial services industry in 2025. Park Avenue Securities serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

William Hastings is a financial advisor with Eagle Strategies (NY Life) based in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Focus Financial Strategies, LLC since 2016 and with New York Life-related firms since 1995. Outside of advising, he serves on the board of Living Hope Mountain Respite, a nonprofit providing respite weekends for couples who have experienced the loss of a child. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Monica Hower is a financial advisor with Principal Financial Services in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Principal Securities Inc., Principal Life Insurance Co., and several other organizations outside finance, such as Geeks Who Drink. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money managers through discretionary and non-discretionary arrangements.

Zachary Eastman is a financial advisor with Eagle Strategies (NY Life) in Fort Collins, Colorado, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with related firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he volunteers at Hope Lives in Fort Collins. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives, and it manages the majority of its assets on a non-discretionary basis.

Catherine Opitz is a financial advisor with Empower Advisory Group in Timnath, Colorado, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at GWFS Equities, Inc. since 2015. Outside of her advisory role, she co-owns Jooni Designs, LLC, a florist and makeup business specializing in weddings and special events, and also works as a coaching consultant focused on management and team continuity skills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jeffrey Green is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at AE Wealth Management since 2018. He is also associated with Layman Lewis Financial Group, where he is involved in insurance sales and services. Outside of finance, he has a background in the transportation sector, having worked for Summit Limousine for 20 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes a platform-driven approach, managing approximately $49.8 billion for over 127,000 clients with a focus on standardized model portfolios and sub-advisory services.

Roman Hubbard is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His career includes longstanding roles at NYLife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to individual and institutional client objectives, with a significant portion of its assets managed on a non-discretionary basis.

David Dobbins is a CFP® professional based in Fort Collins, CO, with 19 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previous experience at Wells Fargo Clearing, wells fargo advisors llc, and In House Media. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, while also providing educational content and specialized advisory offerings.

Michelle Robertson is a financial advisor at TIAA-CREF with 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2014 and previously worked at Transamerica Financial Advisors from 2011 to 2014. Robertson holds a Series 66 designation and is based in Fort Collins, CO. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management through customized and model portfolio options.