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.

Joshua Nelson is a Certified Financial Planner® with 27 years of industry experience. He has been with Keystone Financial Services since 2010 and previously worked at firms including Cetera Advisor Networks LLC and LPL Financial. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, and trusts. The firm employs a diversified, tax-aware investment approach that integrates fundamental, technical, and industry-expert analysis, and offers participant account management using third-party platforms.

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.

Michael Stevenson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Keystone Financial Services and previously worked at Navigation Wealth Management, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he has served as an insurance agent and provides consulting services for the transition of Navigation Wealth Management’s business. Keystone Financial Services is a registered investment adviser managing approximately $306 million for over 500 clients. The firm serves individuals, trusts, retirement plans, and broker-dealer customers, offering a range of portfolio management and financial planning services with an investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative assets.

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.

Bryce Pease is a CFP® and ChFC® with 26 years of industry experience, currently serving as an advisor at Capstone Pacific Investment Strategies since 2010. He holds Series 63 and Series 65 licenses and is based in Fort Collins, Colorado. Outside of his advisory role, he receives trail commissions from various insurance companies related to non-securities business. Capstone Pacific Investment Strategies provides portfolio management, financial planning, and pension consulting to individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using model portfolios and a combination of fundamental, technical, and cyclical analysis, with a focus on mutual funds and exchange-traded funds, alongside educational seminars and speaking engagements.

Justin Shelby is a financial advisor at Ascension Financial with a Series 65 credential and three years of industry experience. He has held roles at RLK-PLG Investment Management, 1052 Partners, and Northport Capital Management, where he is involved in managing the winding down of past private equity investments. Outside of advising, Shelby is a partner and CFO of Picklr Inc., an operator of indoor pickleball facilities. 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 tailored portfolios using a combination of fundamental, quantitative, and technical analysis, and employs derivatives and margin strategies uncommon among peers.

Jesse Eves is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Eves&Haines Wealth Management since 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves&Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm emphasizes strategic asset allocation using ETFs, value equities, and fixed income, alongside specialty municipal and high-yield bond portfolios and ETF strategies based on technical analysis.

Erin Coatney is a financial advisor at Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, holding a Series 65 credential with seven years of industry experience. She has been with the firm since 2017. Outside of her advisory role, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. advises individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting services. The firm manages approximately $63 million for around 186 clients, tailoring portfolios through a combination of model portfolios and customized allocations while employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Benjamin Sartin is a financial advisor at The Planners Inc. in Fort Collins, CO, with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining The Planners Inc. in 2026, he was self-employed for 11 years and worked at Park Avenue Securities, LLC for 14 years. Sartin serves as a trustee for multiple family trusts involving mineral interests and personal property. The Planners Inc. provides discretionary portfolio management, financial planning, and retirement plan consulting for individual and high-net-worth clients. The firm manages client portfolios according to documented objectives and risk tolerance, using a combination of in-house management and sub-advisory relationships, and supports values-based portfolio customization alongside standard asset-allocation strategies.

Casey Morris is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Capstone Pacific Investment Strategies since 2010. He holds the Series 66 designation and is based in Fort Collins, CO. Outside of his advisory role, he receives trail commissions from various insurance companies related to non-securities business. Capstone Pacific Investment Strategies provides investment advice and planning primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes mutual funds and exchange-traded funds in customized and model portfolios, employing various analytical methods and regularly offering educational seminars and speaking engagements.