Jacob Pottorff 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 11 years of industry experience. Jacob has been associated with Eagle Strategies since 2017 and Legacy Financial Group since 2020, operating under his own DBA to sell New York Life products and broker non-registered insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jessica Hernandez is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has previously worked at Intrinsic Financial Design Group, Ent Credit Union, CUSO Financial Services, and operated as an independent contractor. Outside of finance, she owns a therapeutic massage business in Greeley, Colorado. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been involved in various business activities including mystery shopping and market research, as well as serving as a referring agent for non-variable insurance products. Thompson is based in Greeley, Colorado. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and uses a range of custodians and third-party money managers to deliver advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.

Heady Galvez is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds Series 63 and Series 66 designations and has worked in various positions including roles at Corebridge Capital Services, Inc. and American General Life Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs supported by centralized technology and third-party model managers.

Cortney Walker is a Series 66-licensed financial advisor with GWN Securities Inc. in Greeley, Colorado, where she has worked since 2012. She has 20 years of industry experience. Outside of her advisory role, she is also an insurance agent writing fixed business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios.

Stephen Harms is a financial advisor with Eagle Strategies (NY Life) based in Fort Collins, CO. He holds a Series 66 designation and has three years of industry experience, including previous roles at Thrivent Investment Management Inc and Guaranteed Rate Affinity. Outside of advisory work, he is involved in insurance brokering with outside carriers. 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 and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

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.

John Roessig is a CFP® professional with 40 years of experience in the financial industry. He has been with United Planners Financial Services since 2016 and is also a partner at Masters at Lake Plaza LLC, where he focuses on retirement and financial planning. Roessig serves as Worthy Chancellor for the Knights of Columbus, a community and charitable organization in Greeley, Colorado. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.

Terri Fassi is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2007. Outside of her advisory work, Fassi teaches financial education classes on retirement, divorce, tax, and Social Security topics and is a certified public accountant who prepares tax returns. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

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.

John McGee is a financial advisor with Eagle Strategies (NY Life) in Greeley, CO, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked with several affiliated firms including Arete Financial Group LLC and High Point Financial Group, LLC, and is involved in operating related insurance and financial services businesses. Outside of advisory roles, he is a member of business ventures including a retail liquor store and a commercial property management group. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides a range of program options with an emphasis on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.