Evan Sharpless is a financial advisor at Osaic Institutions, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Bellco Credit Union, among other roles. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a sizable non-discretionary asset base.

Michael Fassi is a ChFC® with 47 years of industry experience, currently serving at Centaurus Financial, Inc. since 2006 and Geneos Wealth Management, Inc. since 2005. He is involved in teaching retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, overseeing 300 members and managing multiple aircraft and vehicles. 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 specialized retirement consulting using a range of discretionary and non-discretionary arrangements and employs multiple investment analysis approaches.

Joseph Vander Linde is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds a Series 66 designation and has worked with Noble Capital Group, LLC, Eagle Strategies LLC, NYLIFE Securities, LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as Vice President and Board Member of Off the Hook Arts, a nonprofit providing low-cost music education and community performances in Fort Collins, Colorado, and volunteers as a District Finance Manager for Toastmasters International. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibility, with the majority of its assets managed on a non-discretionary basis.

Jessica Hernandez is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth and Intrinsic Financial Design Group since 2023, following six years at Ent Credit Union and CUSO Financial Services. Outside of financial advising, she owns a therapeutic massage business in Greeley, Colorado. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs including wealth management and retirement plan consulting. The firm provides operations, technology, and compliance support while allowing advisors discretion in portfolio construction across various securities and insurance products.

Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her career includes roles with DimeWise LLC and various sublease arrangements, alongside her longstanding involvement with United Planners since 2016. Outside of advisory work, she has participated as a secret shopper and research participant for over ten years. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a majority 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 financial services. He has been affiliated with United Planners Financial Services of America since 2016 and is a partner at Masters at Lake Plaza LLC, where he assists clients with insurance and retirement planning. He has served as Worthy Chancellor for the Knights of Columbus since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.

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.

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.

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.

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.

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.

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.

Simon Peterson is a financial advisor with Thrivent Investment Management in Loveland, Colorado. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at First Trust Portfolios, Robert W. Baird, Raymond James Financial Services, and Impact Financial Strategies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various planning topics while keeping implementation separate.