James Rankin is a financial advisor with CL Wealth Management LLC in Greeley, CO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with multiple firms, including Wilbanks Securities, Leading Edge Financial Group, and Cabot Lodge Securities. Outside of his advisory role, Rankin is a certified whitewater kayak instructor and operates Next Level Whitewater, providing lessons to paddlers. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Jason Eger is a financial advisor with Wealth Management in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Signator Investors, Inc. and owns Eger CPA PC, a CPA firm providing tax preparation and business and individual advice. Outside of his advisory role, he owns a retail store, US Liberty Arms, LLC, and is a passive investor in Ace Hardware of Johnstown, LLC. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm’s investment approach focuses on passive, no-load mutual funds and ETFs, utilizing model allocation portfolios grounded in Modern Portfolio Theory with a long-term, buy-and-hold strategy and periodic rebalancing.

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.

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.

Jason Boyd is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Icma Rc for eight years and JPMorgan Securities LLC for one year. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted, written financial plans and an Emergency Savings program as part of its service model.

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.

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.

Andrew Hairgrove is a financial advisor at United Advisor Group with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Alera Group and Medicare Upgrades LLC. He is also involved with Unify Payroll, LLC and Unify CPAs, businesses he has been connected with for over a decade. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, tailoring strategies based on risk tolerance, tax considerations, and time horizons.

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.

Justin Flores is a CFP® with 10 years of industry experience, currently working at Facet Wealth since 2021. He previously held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2016 to 2021. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including proprietary machine-learning algorithms, while operating under a flat subscription fee rather than percentage-based charges.

Elisabeth Olson is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has worked at The O.N. Equity Sales Company since 2019 and previously was employed at Waddell & Reed Inc. from 2016 to 2019. Olson serves on the board of Dementia-Friendly Communities of Northern Colorado, an organization focused on advocacy and support for people with dementia and their families. She is an advisor with ON Investment Management Company, a firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive and modular financial plans along with access to various third-party investment programs.

Kyle Machiz is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, Morgan Stanley, and The Vanguard Group. Outside of finance, he has worked as a delivery driver for Instacart. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party methodologies while benefiting from its affiliation with Principal Financial Group.

Aubrey Coleman is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ON Investment Management CO and has previously worked at REA Capital Management, LLC and Fiscal Fitness Clubs of America, LLC. In addition to his advisory role, Coleman is involved in insurance sales and financial consulting activities unrelated to investment advising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, and various organizations. The firm offers both discretionary and non-discretionary management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

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.

Evan Sharpless is a financial advisor at Osaic Institutions, Inc. with four years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Bellco Credit Union, and Luxottica Group/Oakley. He holds Series 63 and Series 66 designations. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm features a hybrid adviser/broker-dealer model and delegates investment management to its representatives while offering firm supervision.