Aaron Foster is a CFP® with 10 years of industry experience, currently serving at Compound Planning, Inc. He has previously worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Evan Sharpless is a financial advisor at Osaic Institutions, Inc. with four years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Bellco Credit Union, and Luxottica Group/Oakley. He holds Series 63 and Series 66 designations. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer model and delegates investment management to its representatives while offering firm supervision.

Michael Fassi is a financial advisor with Centaurus Financial, Inc. in Windsor, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience and has been with Centaurus Financial since 2006, alongside a concurrent role at Geneos Wealth Management since 2005. Outside of advisory work, he teaches retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, responsible for managing personnel and assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing both fundamental and technical investment analyses and access to overlay and third-party management programs.

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.

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.

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.

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.

Terrell Gertge is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Centaurus Financial since 2011 and also affiliated with KPG Capital since 2005. Outside of financial advising, Gertge is involved in several business activities including owning a farm, managing a clothing and tack retail operation, and working as a real estate agent and insurance producer. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, retirement-plan consulting, and advisory services through a range of discretionary and non-discretionary arrangements. The firm employs a combination of fundamental and technical analysis and provides specialized investment options such as model overlay programs and third-party money manager referrals.

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.

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.

Shannon Richardson is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Empower Retirement, Bank of America, Merrill, and Community Banks of Colorado. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

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.

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.

Gera Fayas is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Raymond James and Bank of Colorado since 2024. Outside of her advisory work, she is involved in a family rental property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through a unique affiliated municipal advisor.

Jared Lowry is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience in marketing and logistics. Outside of his advisory role, he works as a contractor for Stone and Oak Audio in Greeley, CO. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Weinbender is a financial advisor with UBS Financial Services in Greeley, Colorado, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of services.

Trevor Orr is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.