Adam Bott is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Edward Jones. Outside of advising, he is involved in running a non-variable insurance business at the agent level. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, employing various analytical strategies and technology platforms to support its advisory services.

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.

Zachary Eastman is a financial advisor with Eagle Strategies (NY Life) in Fort Collins, Colorado, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with related firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he volunteers at Hope Lives in Fort Collins. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives, and it manages the majority of its assets on a non-discretionary basis.

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.

Roman Hubbard is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His career includes longstanding roles at NYLife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to individual and institutional client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Stradt is a CFP®-designated financial advisor with Steward Partners Investment Advisory, LLC, bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Raymond James Financial Services, Inc. He serves on the finance and investment committee as a board member of Boy Scouts America in Larimer County. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

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.

Kimberly Surber is a CFP® professional with 27 years of experience in financial advising, currently with J.W. Cole Advisors, Inc. since 2019. Her prior experience includes roles at Intelligence Driven Advisers, LLC, Labrüm Wealth Management, and The Strategic Financial Alliance, Inc. She also owns a financial consulting business focused on divorce planning and serves as Treasurer for the NoCo Collaborative Divorce Group. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

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.

Caden Koole is a financial advisor with RBC Capital Markets in Fort Collins, CO. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining RBC Capital Markets, he held roles at Dordt University and worked at Raindance National Golf Course. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering portfolio management, financial planning, custody, and brokerage services. The firm leverages in-house and third-party managers and provides a variety of advisory programs to meet diverse client needs.

Denise Peloza is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has previously worked at Truist Advisory Services and BB&T Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning services through a variety of advisory programs, utilizing both in-house and third-party investment managers.

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.

Cory Kozisek serves as the Senior Resident Director at Merrill's Northern Colorado office. In this dual role, he manages the office operations while providing wealth management advisory services. Cory has been with Merrill since 2016, after six years with Wells Fargo Advisors and prior experience with Key Investment Services. He began his financial services career in 2002, bringing nearly 18 years of industry experience to his current position. As a CERTIFIED FINANCIAL PLANNER® professional with additional credentials including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA), Cory focuses on wealth management planning strategies that support clients in building and sustaining successful retirements. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. Cory utilizes Merrill's resources to create customized plans that address income management, education funding, retirement planning, and guidance through complex financial situations. Cory holds a bachelor's degree from Colorado State University. Outside of his professional duties, he is involved with Rapids Youth Soccer and spends much of his personal time with his wife and four daughters. His hobbies include biking, fishing, hunting, fitness, table tennis, traveling, and rooting for the Denver Broncos.

Gabriel Mecham is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in equity compensation services, investment consulting for defined contribution plans, and small business strategies. In his role, Gabriel works closely with clients to understand their individual priorities and develop strategies to pursue their financial goals over various time horizons. He provides guidance on general investing, retirement planning, and preparing for unexpected expenses. Gabriel holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Brigham Young University - Idaho without degree conferral and obtained a high school diploma from Red Mountain High School. Gabriel communicates with clients in both English and Spanish. Outside of his professional work, Gabriel has interests in adventure sports, spending time with his family, and watching movies.

Donald Baker is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment managers to tailor strategies according to each client’s Advisory Risk Profile.

Amanda Dillard is a financial advisor at Edward Jones in Fort Collins, CO, holding a Series 66 designation with eight years of industry experience. Prior to her current role, she worked at the Child Trauma and Resilience Assessment Center and the Center for Family and Couple Therapy, and she was affiliated with Colorado State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Chloe Bartels is a financial advisor with Raymond James Financial in Fort Collins, CO, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at First Tech Federal Credit Union, Addison Avenue Investment Services, and Charles Schwab. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and partnerships.

William Charboneau is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held roles at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 designations and operates out of Fort Collins, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support its investment approach.