Robert Hamilton is a CFP® with six years of industry experience, currently serving as an advisor at Integrity Investment Advisors in Fort Collins, CO. He has worked previously with Northwestern Mutual and Michael Schlemeyer, and he is also a lead tax advisor and preparer at 365 Tax Strategy, LLC. Integrity Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm emphasizes modern portfolio theory and efficient-markets principles, offering specialized services such as 401(k)/pension plan consulting, insurance-product reviews, and family-office data integration.

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.

David Fry is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 10 years of industry experience. He has a background that includes roles at United Advisor Group and Medicare Upgrades, and he is also a shareholder and accountant at Unify CPAs P.C., where he spends the majority of his professional time. Additionally, he is involved in a payroll processing business and holds interests in commercial real estate and a restaurant through limited liability companies. Unify Wealth Management LLC serves individual and high-net-worth clients, businesses, and pension plans by providing fee-based financial planning, discretionary investment management, and retirement plan consulting. The firm’s investment approach relies on passive, asset-class portfolios implemented through a third-party portfolio manager, and it maintains an affiliation with a CPA practice that integrates tax and accounting services.

Kyle Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is the principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, where he has worked since 2017. Prior to founding his firm, he was with Centaurus Financial, Inc. and Waddell & Reed. He is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, including high-net-worth households, as well as charitable organizations and business entities. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, using model portfolios that incorporate multiple analytic approaches and primarily invest in equities, ETFs, and mutual funds.

Paul Gronewoller is a financial advisor at Ascension Financial with 23 years of industry experience. He holds a Series 65 designation and has been involved with RLK-PLG Investment Management LLC since 2005. Outside of his advisory work, he serves on the finance committee of the Fort Collins Country Club. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, incorporating derivatives and margin strategies for hedging, income generation, and position management.

Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Transamerica Financial Advisors and Academy Bank. Outside of advising, he operates an independent insurance agency and is a member of Shift Holdings, LLC. GrowStrong Wealth Strategies serves individuals, trusts, and small businesses by offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, frequently utilizing third-party managers and providing planning support through external vendors.

Joshua Newell is a financial advisor at Better Pockets Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, Inc., OneAmerica Securities, and America United Life. Better Pockets Financial serves individual clients and employer retirement plans by providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and emphasizes educational seminars and workplace retirement participant support.

Maria Shanley is a financial advisor at The Planners Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Erik Sartin LLC and Palisade Investments. The Planners Inc. offers discretionary portfolio management, financial planning, and administrative consulting for individual and high-net-worth clients, including employer-sponsored retirement plans. The firm manages portfolios according to client objectives and risk tolerance, providing ongoing monitoring and optional values-based portfolio customization.

Gina Waite is a financial advisor at GrowStrong Wealth Strategies in Fort Collins, CO, with 21 years of industry experience. She holds a Series 65 credential and has worked at several firms including Transamerica Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, she serves as president of Equinox Financial, a pass-through entity managing office and administrative expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by offering discretionary asset management, financial planning, and qualified retirement plan services. The firm uses a variety of analysis methods and strategies tailored to client goals, and it works with third-party managers while also providing insurance products and estate planning services.

Willie Glover is a financial advisor at Amazonite Investments LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and in roles outside finance, including music and coaching. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis and may incorporate active trading strategies such as option writing and covered calls.

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.

Clayton Olson is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Management, Purshe Kaplan Sterling Investments, Sage Benefit Advisors, and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a role involving management of office expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement plan services. The firm employs a range of analytical methods and strategies tailored to client goals and monitors third-party managers when used.

Stephen Martin is a CFP® and holds a Series 65 license, with 21 years of industry experience. He has operated Martin Wealth Management, LLC since 2005. Purposeful Financial and Legacy Planning is a fee-only investment adviser serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a long-term, passive investment approach, managing about $107 million through non-discretionary accounts using model portfolios from a third-party sub-adviser.

James King is a CFA® charterholder and registered with Series 63 and Series 65 licenses, with 12 years of industry experience. He has been with Fruitage Financial LLC in Fort Collins, CO, since 2016 and serves as the firm's sole advisor. Fruitage Financial provides investment management and planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm operates as a fee-only fiduciary using a combination of modern portfolio theory and various investment analyses, primarily managing assets on a non-discretionary basis with client trade approval.

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 Warne is a financial advisor at Synergy Capital with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Moors Cabot Inc, City National Bank, and RBC Capital Markets. Outside of his advisory role, he is a co-owner of Synergy Capital of Colorado, LLC, an operating company for securities business. Synergy Capital of Colorado LLC advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and municipalities. The firm uses a long-term, primarily value-oriented investment approach that combines individual security selection with mutual fund and ETF asset allocation, offering discretionary portfolio management, financial planning, and retirement plan consulting.

Angela Hemmes is a financial advisor at Synergy Capital with 24 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2016. Outside of her advisory role, she is a member of Young Living Essential Oils for personal use. Synergy Capital advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and municipalities, offering discretionary portfolio management and financial planning. The firm employs a primarily value-oriented investment approach focused on diversified portfolios and asset allocation, with ongoing monitoring and client-specific investment policies.

Chase Bellefeuille is a financial advisor at RIPL Wealth with five years of industry experience. He holds the Series 66 designation and has worked previously at RL Farmer Wealth Strategies and Thrivent Financial. Outside of advising, he is a partial owner of a business that organizes pickleball events. RIPL Wealth LLC is a state-registered investment adviser serving individuals, multi-generational families, and charitable organizations. The firm manages discretionary portfolios using a combination of technical, fundamental, and quantitative models, focusing on equities, fixed income, mutual funds, and ETFs with active rebalancing and a long-term investment approach.

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.

Erik Sartin is a financial advisor at The Planners Inc. in Fort Collins, CO, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Guardian Life for 11 years. Sartin is also President and part owner of Inicio Inc., a technology company that develops financial software for investment advisors. The Planners Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, specializing in employer-sponsored retirement plans. The firm blends in-house management with sub-advisory relationships and incorporates a range of registered investment vehicles while maintaining disclosed affiliations with insurance activities.