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 Guardian Life and holds a Series 66 designation. He has experience working at Park Avenue Securities and Guardian Life Insurance Company since 2025, and served in the United States Marine Corps from 2014 to 2020. Prior to his advisory roles, he worked at Stryker for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment management solutions through a blend of advisor-led discretionary management and model-based strategies.

Jonathan Neher is a financial advisor with Concurrent Investment Advisors, LLC in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 17 years with Cambridge Investment Research Advisors and a year with Planmember Securities Corporation. Outside of his advisory role, he manages a family farm in Kansas as well as college planning consulting through his own company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, and supports its advisors with integrated operational tools and affiliated sub-advisory arrangements.

Wil Brown is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has a diverse background including eight years of service in the United States Army, followed by roles at Deloitte Consulting and the Boston Institute of Finance before joining Mercer in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of strategies including low-cost ETFs and index funds.

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. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he was affiliated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he volunteers with Hope Lives, assisting with packing goodie bags, computer work, and event support. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types primarily 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 bringing 10 years of industry experience. She has been associated with GWFS Equities, Inc. since 2015. Outside of her financial advisory role, she co-owns Jooni Designs, LLC, a business specializing in makeup and floral services for weddings and special events, and works as a coaching consultant focusing on management and team communication skills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with 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.

Thomas Cousins IV is a CFP® with 10 years of industry experience and currently advises at Mercer Global Advisors Inc. He previously worked at Moneta Group Investment Advisors, LLC and Citibank, N.A. / Citigroup Global Markets, Inc. Outside of his advisory role, he serves as a director of The Mile High Duck Club, a recreational duck and goose hunting organization in Colorado. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm offers a range of advisory services including investment management, retirement planning, tax and estate strategies, and family office solutions, utilizing a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory.

David Dobbins is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at In House Media and Wells Fargo Clearing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with a range of advisory, planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, and offers specialized programs alongside educational content and integrated service platforms.

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.

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.

Michael Gray is a CFP® professional with 27 years of industry experience. He is currently with AE Wealth Management, LLC and has held roles at Creativeone Wealth, Changepath, Ascend Asset Management, and Client One Securities. Outside of his advisory work, Gray volunteers as a pilot and secretary for Pilots for Christ, assisting with medical transportation. AE Wealth Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, trusts, charities, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary management, and financial planning services.

Brian Sullivan is a financial advisor at Focus Partners Wealth, LLC with 33 years of industry experience. He has previously worked at UBS Financial Services, Citigroup Global Markets, PURSHE KAPLAN STERLING INVESTMENTS, and Ifam Capital. Sullivan holds Series 63 and Series 65 licenses and is based in Fort Collins, CO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jonathan Busch is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Tucker Asset Management LLC and Park Ave Securities. In addition to his advisory role, he is an independent insurance agent through JF Busch & Associates, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm employs a platform-centered approach that incorporates model portfolios, discretionary asset management, and financial planning services.

Meaghan Beadle is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth Financial Network in multiple periods since 2019 and was previously with Ameriprise Financial Services, Inc. for a decade. Beadle also engages in fixed insurance sales, dedicating a small portion of her time to this activity at her branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides adviser support through managed-account programs, third-party asset managers, retirement consulting, and custody services.

Kimberly Surber is a CFP® professional with 27 years of experience in financial advising, currently with J.W. Cole Advisors, Inc. since 2019. Her prior experience includes roles at Intelligence Driven Advisers, LLC, Labrüm Wealth Management, and The Strategic Financial Alliance, Inc. She also owns a financial consulting business focused on divorce planning and serves as Treasurer for the NoCo Collaborative Divorce Group. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Tucker Myers is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Myers serves as treasurer for a local Toastmasters club, where he manages financial records and budgeting. PNC Wealth Management offers brokerage and advisory services through a model-based digital platform primarily available to employees, using algorithm-driven portfolio strategies implemented with mutual funds and ETFs.