Frank Oliver III is a Series 65-licensed advisor at Creativeone Wealth, LLC with seven years of industry experience. He has worked with Oliver Asset Management and Change Path, LLC since 2019 and previously spent 17 years at Oliver Financial Group. Outside of his advisory work, he serves as president of Oliver Asset Management, a non-investment related business. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of proprietary models and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

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.

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 credentials and 20 years of industry experience. She has worked at Western Wealth Management since 2016 and previously at LPL Financial and Waddell & Reed. Ruane is also commissioned as a notary. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of portfolio management and financial planning services through a decentralized network of investment adviser representatives, combining firm-designed model portfolios with multiple sponsored programs and diverse investment strategies.

Phillip Maltzahn is a financial advisor with Wealth Management, LLC in Windsor, Colorado, holding the PFS™ designation and Series 65 license. He has 19 years of experience with Wealth Management and previously worked for Almquist, Maltzahn, Galloway & Luth Pc for 27 years. Outside of advising, he serves as Secretary and Treasurer for Millennia Home Source, Inc., where he handles accounting and tax return preparation. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on fee transparency and cost minimization.

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.

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.

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 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Personal Capital Advisors Corporation and Empower Advisory Group. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both Direct Investment Management and a Turnkey Asset Management Program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.

Joshua Hattig is a CFP® professional with 28 years of industry experience. He is currently affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has operated his own financial planning and insurance advisory business, Hattig Financial, since 2014. Hattig is president of Hattig Financial Co., where he provides financial planning, life and health insurance, and long-term care insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Trey Fernandez is a financial advisor with Compound Planning, Inc. in Loveland, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a Turnkey Asset Management Program that includes access to alternative investments.

Aaron Foster is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Compound Planning, Inc. He has held prior roles at Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools, offering both direct investment management and a turnkey asset management program with access to in-house and third-party investment models.

Meghan Campbell is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at KeyBank NA and several positions in the hospitality sector prior to her current advisory role. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Jessica Holmen is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and one year of industry experience. Her previous roles include positions at NYLIFE Securities LLC, High Point Financial Group, and experience outside finance at NoCo Pediatric OT and Timberline Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

David Ferguson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

Ryan Mason is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He currently serves as an advisor at Independent Advisor Alliance, LLC and is also affiliated with LPL Financial. Prior to these roles, he worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2009 to 2020. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by technology platforms and a network of advisory representatives.

Michael Fassi is a ChFC® credentialed financial advisor with 48 years of industry experience. He has been with Centaurus Financial, Inc. since 2006 and previously worked at Geneos Wealth Management, Inc. in 2005. Outside of his advisory role, he teaches retirement classes through the Financial Educators Network and holds leadership positions with the Civil Air Patrol, including Group Commander overseeing 300 members. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management and employs a variety of investment analysis techniques, including fundamental and technical approaches, alongside specialized advisory services.