Stephanie Kimak is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 11 years of industry experience. She has been with Unify Wealth Management since 2015 and is also a shareholder and accountant at Unify CPAs PC, where she has provided accounting and tax services since 1999. In addition, she is involved with Unify LLC, a payroll services company. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual, high-net-worth clients, businesses, and pension plans. The firm employs a passive, asset-class investment approach through third-party portfolio managers and is affiliated with a CPA practice that offers accounting and tax services.

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.

David Fry is a Series 65-licensed advisor with Unify Wealth Management LLC in Fort Collins, Colorado, and has 11 years of industry experience. He has held roles at United Advisor Group and Medicare Upgrades and is also an accountant and shareholder at Unify CPAs, P.C., where he spends a significant portion of his time. Additionally, Mr. Fry is involved in payroll processing and has interests in a restaurant and commercial real estate through limited liability companies. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm employs a third-party portfolio manager focusing on passive, asset-class portfolios constructed under modern portfolio theory and maintains a close affiliation with a CPA practice.

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.

Joshua Cumrine is a financial advisor with RPC Wealth, LLC, holding a Series 65 credential and 14 years of industry experience. He has been involved with Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also active in insurance sales and teaching. Cumrine is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and offers standalone financial planning, coordinating with clients' other advisors and utilizing a digital estate-planning platform.

Jason Aluague is a financial advisor at Haynie Wealth Management LLC in Loveland, CO, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Haynie & Company for five years and has experience in various roles outside financial services, including positions in manufacturing and the restaurant industry. Haynie Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, and small businesses. The firm focuses on constructing customized, long-term portfolios using low-cost, diversified mutual funds and ETFs, incorporating fundamental analysis and a range of securities, while offering discretionary management and regular account reviews.

Ambar Reddekopp is a ChFC® credentialed advisor with seven years of industry experience, currently serving at Journey Investments, LLC. Prior to founding his own firms, he worked at State Farm Insurance Companies for 16 years. He is also involved in insurance services through Reddekopp Insurance Services LLC. Journey Investments, LLC provides personalized financial planning and consulting primarily to individual clients, focusing on written recommendations and coordination with third-party money managers rather than direct asset management. The firm offers services including cash-flow analysis, tax and insurance reviews, retirement planning, and estate plan coordination.

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 previously worked at Transamerica Financial Advisors, Academy Bank NA, and Bank of England. Outside of his advisory role, he is a member of Shift Holdings, LLC, a pass-through entity for which he monitors income and expenses. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs multiple analysis methods and frequently uses third-party managers to tailor portfolios according to clients’ goals and risk tolerances.

Joshua Newell is a financial advisor at Better Pockets Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc., OneAmerica Securities, and America United Life. Better Pockets Financial serves individual clients and small employer plan sponsors, offering financial planning, investment management, and group retirement services. The firm uses a blend of passive and active investment strategies guided by Investment Policy Statements and emphasizes ongoing client education through seminars and speaking engagements.

Maria Shanley is a financial advisor at The Planners Inc. in Fort Collins, CO, holding Series 63 and Series 65 licenses with 11 years of industry experience. She previously worked at Erik Sartin LLC for 10 years and Palisade Investments for 8 years before joining The Planners Inc. in 2023. The Planners Inc. provides discretionary portfolio management, financial planning, and administrative consulting primarily for individual clients, including high-net-worth investors. The firm uses personalized investment management, written Investment Policy Statements, and offers a broad range of products and strategies tailored to client objectives and preferences.

Gina Waite is a Series 65-licensed financial advisor with over 21 years of industry experience. She is currently with GrowStrong Wealth Strategies in Fort Collins, CO, where she has worked since 2020. Prior to that, she held roles at firms including Transamerica Financial Advisors and World Financial. Waite is also president of Equinox Financial, a pass-through entity managing advisory, securities, and insurance revenues and office expenses. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs a variety of analytical methods to tailor portfolios based on client goals and risk tolerances and frequently utilizes third-party managers and vendor partnerships for financial 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.

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 and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a flow-through entity for advisory, securities, and insurance revenue. GrowStrong Wealth Strategies serves individual and high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement-plan services. The firm employs a variety of analytical methods and often utilizes third-party managers to tailor portfolios according to client goals and risk tolerances.

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.

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 with Synergy Capital in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She worked at Merrill for 10 years prior to joining Synergy Capital. Outside of her advisory role, she is a member of Young Living Essential Oils for personal use. Synergy Capital serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and municipalities with discretionary portfolio management and financial planning. The firm employs a primarily value-oriented, long-term investment strategy focused on diversified portfolios and asset allocation, along with offering separately managed accounts and retirement plan consulting.

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.

Robert Helgeland is a CFP® professional with 28 years of experience in the financial services industry. He joined Curtis Wealth Management LLC in 2022 after roles at Theory Financial and TIAA-CREF, where he spent two decades. Helgeland serves as a community board member for the Colorado Music Festival Endowment Fund. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and retirement-plan advisory services. The firm builds customized portfolios using a combination of fundamental analysis, modern portfolio theory, and cyclical analysis, typically managing accounts on a discretionary basis with ongoing monitoring and use of third-party sub-advisors.

Erik Sartin is a financial advisor with The Planners Inc. in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Guardian Life for 11 years before joining The Planners Inc. Sartin is also the president and part owner of Inicio Inc., a technology company that develops financial software. The Planners Inc. offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth investors. The firm provides personalized investment management through blended asset allocations, strategic rebalancing, and values-based portfolio customization.