Thomas Watson is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Triumph Wealth Advisors, Inc. and TW Wealth Management. Outside of his advisory role, he owns TW Retirement Strategies, which sells non-securities insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on selecting and monitoring model portfolios based on a client’s financial situation, goals, and risk tolerance.

Jared Powell is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2016 and LPL Financial since 2015. Outside of advisory services, he operates Jared A Powell LLC, an entity used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm employs a decentralized advisor structure and offers a range of investment strategies through both firm-designed and third-party model portfolios.

Kenneth Dyer is a financial advisor with ON Investment Management Company in Greeley, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at The O.N. Equity Sales Company since 2003. Outside of advisory services, he is president of WRA Building Corporation, a public charter school organization, and owns a separate business involved in health and long-term care insurance sales. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm uses a dual-registration model combining broker-dealer activity with advisory services and manages client accounts through a mix of discretionary and non-discretionary relationships.

James Parker is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at The O.N. Equity Sales Company since 1995 and Ohio National Life since 1994. Outside of his advisory role, Parker serves as president of JMP Financial Services Inc., a firm engaged in selling life, health, disability, long-term care insurance, and fixed annuities. ON Investment Management Company (ONIMCO) is a registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a combination of discretionary and non-discretionary management approaches and accesses a variety of third-party investment programs.

Paul Johnson is a CFP® and ChFC® with 40 years of industry experience. He has worked at First Heartland Capital Inc. since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivering advisory services through independent investment adviser representatives using a combination of fundamental, technical, and tactical approaches.

Rebecca Ruane is a financial advisor with Western Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Western Wealth Management since 2016 and has also worked at LPL Financial since 2015. Ruane serves as a notary public outside of her advisory role. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services such as comprehensive portfolio management, financial planning, retirement plan consulting, and access to multiple sponsored advisory and wrap programs.

Phillip Maltzahn is a financial advisor at Wealth Management with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Phillip has worked at Wealth Management, LLC since 2007 and previously at Almquist, Maltzahn, Galloway & Luth Pc for 27 years. Outside of his advisory role, he serves as Secretary and Treasurer for Millennia Home Source, Inc., where he handles accounting and tax return preparation. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach using passively managed mutual funds and ETFs.

Todd Whitmore is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whitmore has held roles at Solid Financial Strategies, Packerland Brokerage Services, Inc., Whitmore Financial, and operates as a notary public in Colorado. He is also involved with American Family Estate Preservation, Inc., which offers estate preservation and planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management, offering access to various managed account solutions and routinely monitoring third-party managers.

Mark Culver is a financial advisor with Concurrent Investment Advisors, LLC in Longmont, CO, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. Prior to joining Concurrent in 2025, he was affiliated with Legacy Private Wealth Partners and operated Culver Investment Company, LLC since 1997, as well as Culver Retirement Plan Services, Inc. He is the owner of a support company related to his advisory business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by due diligence and operational tools, with notable sub-advisory arrangements and platform integrations.

Patrick Kent is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains affiliations with LPL Financial and his own firm, Patrick A Kent LLC. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a wide range of portfolio management and advisory services, utilizing firm-designed model portfolios and multiple third-party strategies.

Mary Hall is a financial advisor with Ausdal Financial Partners, Inc. in Greeley, Colorado, holding a Series 66 credential and bringing 29 years of industry experience. She has been with Ausdal since 2011 and has also managed property and operated a fitness club as a group fitness instructor outside of her advisory role. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across various asset classes.

James Raine is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at DFPG Investments, Inc., Questar Capital Corporation, and Principal Life Insurance. He is also a partner in Rocky Mountain Wealth Advisors and serves as an insurance agent with Financial Foundations Insurance & Investments LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a wide range of portfolio management and consulting services tailored to client goals and risk tolerance.

Stephen Patterson II is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® and Series 63 designations and 15 years of industry experience. His prior roles include positions at The Leaders Group, Inc., BFC Planning, Inc., Securities Management and Research, Inc., and American National Insurance Company. He is a partner in Rocky Mountain Wealth Advisors, an investment management and advisory business based in Windsor, Colorado. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and a broad array of investment instruments and strategies.

Lindsay Batezel is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She is currently with ON Investment Management Company and previously worked at Valic Financial Advisors and Agia. Outside of her advisory role, she is a partial owner of Cake Co, LLC, which manages short-term rental properties. ON Investment Management Company serves individuals, families, trusts, charitable organizations, businesses, and plan sponsors by providing financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside discretionary and non-discretionary account management.

Daryl Fuchs is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked at ChangePath, LLC and Partnervest Advisory Services LLC and has been involved with Senior Advisory Group since 1984, where he serves as president. Outside of advisory services, he is engaged in life, annuity, disability, and health insurance sales through Senior Advisory Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach that includes proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Joseph Devorak IV is a financial advisor at Compound Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Personal Capital Advisors Corporation and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations and utilizes third-party sub-advisors and technology partnerships to provide a range of investment strategies and specialized solutions.

Keith Weinman is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. Outside of his advisory role, he dedicates a portion of his time to insurance-related activities as an independent agent. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies and frequently uses third-party sub-advisors while maintaining ongoing client oversight.

Trey Fernandez is a financial advisor at Compound Planning, Inc. with six years of industry experience. His prior roles include positions at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. He holds Series 63 and Series 65 licenses. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment process using a combination of low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors, supported by technology partnerships and a fiduciary framework.

Jason Gollhofer is a financial advisor at Verity Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Verity in 2026, he worked at Teacher's Pension and Insurance Services and GWN Securities Inc. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across a roster of 55 advisors. The firm serves individual clients, retirement plan sponsors, institutional clients, and other advisers, employing a largely model-based investment process that includes both internally managed strategies and third-party models.

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.