Laura Gillen is a CFP® professional with nine years of experience in the financial services industry. She is affiliated with Avantax Planning Partners, Inc. and has worked at multiple firms, including Northwestern Mutual and Edward Jones. Outside of her advisory role, she owns a private mental health counseling practice and is a co-owner of hospitality-related businesses. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations. The firm serves clients primarily through a network of CPA firms and registered advisors and manages assets through style allocation models, tax-intelligent strategies, and centralized trading.

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 at On Investment Management Company with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is the owner of a health and long-term care insurance business and serves as president of a public charter school building corporation. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

James Parker is a financial advisor with On Investment Management CO in Ft. Collins, Colorado, 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 advisory work, he serves as president of JMP Financial Services Inc., a company involved in selling life, health, disability, long-term care insurance, and fixed annuities. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and third-party discretionary and non-discretionary investment options.

Paul Johnson is a CFP® and ChFC® with 39 years of industry experience. He has been with First Heartland Capital Inc., now First Heartland Consultants, Inc., since 2010. The firm provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. First Heartland Consultants offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Teddy Ezzell III is a financial advisor at Western Wealth Management LLC in Fort Collins, CO, holding a Series 66 designation with 25 years of industry experience. He has been with Western Wealth Management and affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of advisors, combining proprietary and third-party investment strategies across multiple platforms.

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, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Legacy Private Wealth Partners, Epiqwest Culver Wealth Advisors LLC, and ownership of Culver Investment Company, LLC since 1997. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios with a long-term investment approach complemented by opportunistic rebalancing and trading.

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 at Diversify Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DFPG Investments, Inc., Questar Capital Corporation, and Principal Life Insurance. Raine is also a partner at Rocky Mountain Wealth Advisors and has experience as an insurance agent providing fixed annuities and various insurance products. Diversify Advisory Services, LLC offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a variety of investment models and strategies across multiple platforms.

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® with eight years of industry experience, currently serving at O.N. Investment Management Company. Her prior roles include positions at Valic Financial Advisors and Agia. Outside of her advisory work, she is a partial owner of a short-term rental property business involved in property management and guest communication. O.N. Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based financial planning and managed account options, with a significant portion of assets managed on a non-discretionary basis.

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 five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs a risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.