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.

Sophia Lanting is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth since 2021 and has been involved with Intrinsic Financial Design Group, which she owns, since 2017. Lanting also has experience with Waddell & Reed and various insurance carriers. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm offers advisors access to discretionary model portfolios and multiple program structures tailored to client needs.

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.

Christopher Ahrens is a financial advisor with GWN Securities Inc. in Greeley, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining GWN Securities and Q Wealth Management in 2022, he worked at Bank of Colorado from 2019 to 2022. Outside of his advisory role, he serves as a JV basketball coach at Northridge High School. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts, delivering advice through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Brent Powell is a financial advisor with GWN Securities Inc. in Cheyenne, WY, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he owns Brent Powell Financial, LLC, a non-investment related business registered in Colorado. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based programs.

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.

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.

Jason Radke is a financial advisor with Eagle Strategies (NY Life) based in Eaton, CO, holding Series 66 and Series 63 licenses with 13 years of industry experience. He has been affiliated with Focus Financial Strategies, LLC since 2016 and has worked with Eagle Strategies and NYLIFE Securities since 2013. Outside of his advisory role, Radke serves on the Town of Eaton Planning Commission, reviewing and recommending planning and zoning proposals. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Ameriprise Financial Services, Inc. for ten years and has held multiple positions at Commonwealth since 2019. Her other business activities include fixed insurance sales conducted on a limited basis. 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 $213 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

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.

Jeffrey Rittner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2016. Prior to this, he worked for Wells Fargo Advisors LLC for six years. He serves on the board of the Lubick Foundation, a nonprofit supporting local cancer patients and families in Northern Colorado. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

Richard Bell is a CFP® with 40 years of industry experience, currently affiliated with Primerica Advisors in Windsor, CO. He has worked with Park Avenue Securities and Guardian Life Insurance since 2006, and has operated his own advisory business since 1998. Bell is also involved in providing clients with various insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Nicholas Ochsner is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2017, following roles at Bible Electric Inc and Desert Schools Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.