Myles O'Reilly Jr. is a financial advisor at Navigation Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at Navigation Wealth Management since 2018, with previous roles at Retirement Wealth Advisors and O'Reilly Financial. He is also involved in insurance sales and services as an insurance agent. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, along with qualified plan and ERISA retirement-plan services. The firm employs a combination of fundamental, technical, and charting analysis to build portfolios and offers regular educational seminars and workshops.

Katherine Haynes is a Series 65-licensed financial advisor at Atwood Financial Planning LLC in Fort Collins, Colorado, with five years of industry experience. She has worked at Apollo Energy since 2019 and previously at EcoMark Solar from 2014 to 2019. Outside of financial advising, she co-owns Alpaca Imports LLC, a wholesale apparel and accessories import business. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management, alongside supplemental programs such as concierge services and employer-focused small-business planning.

Erika Agard is a CFP® professional with 11 years of industry experience, currently with Aptus Financial, LLC. Her prior experience includes roles at LPL Financial LLC, Ryan Yoder, and Northwestern Mutual. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing and client education through structured reviews, newsletters, and educational programs.

Adam Brunin is a financial advisor with Navigation Wealth Management in Fort Collins, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Navigation Financial Services since 2004 and with Navigation Wealth Management since 2016. Navigation Wealth Management serves primarily individual and high-net-worth clients through discretionary asset management and financial planning, offering qualified plan and ERISA retirement-plan services. The firm utilizes a combination of fundamental, technical, and charting analysis in portfolio construction and provides educational seminars at no charge.

Jeffrey Kadavy is a financial advisor at Trail Ridge Investment Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Trail Ridge entities since 2017 and at MidFirst Bank from 2014 to 2017. In addition to his advisory role, he is the President and CEO of Trail Ridge Trust Company, LLC, and owns Qapla Consulting LLC, which provides fiduciary oversight consulting services. Trail Ridge Investment Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and some insurance company clients. The firm employs fundamental analysis and modern portfolio theory to construct and manage discretionary portfolios, including options and derivatives strategies, and provides an ongoing subscription advice service for early-career professionals.

Matthew Meuli is a Series 65-licensed advisor at Navigation Wealth Management with one year of industry experience. He is also the founder and owner of Meuli Law Office PC, a legal services firm in Windsor, CO, where he has worked since 2013. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority with regular account reviews.

David Trigg is a financial advisor at Trail Ridge Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and worked previously at PSL Medical Center for six years before joining Trail Ridge in 2022. Trail Ridge Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and some insurance company clients. The firm uses fundamental analysis and modern portfolio theory to construct and rebalance discretionary portfolios, including options and derivatives strategies, and offers an ongoing subscription advice service called Trailhead.

Jack Mannschreck is a financial advisor at Trail Ridge Investment Advisors, LLC in Fort Collins, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wildcat Investment Value Fund and Financial Planning Solutions RI. Before entering the financial industry, he worked in the food service sector. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead that includes on-call advice and index fund–based portfolios.

Brian Nienhaus is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 designation with five years of industry experience. Prior to joining Vital Investment Management in 2021, he worked at Independent Bank from 2015 to 2021. Vital Investment Management is an SEC-registered advisory firm with a five-advisor team managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core strategy with strategic and tactical asset allocation, utilizing model-driven overlays and portfolios primarily composed of ETFs and mutual funds. Vital also integrates comprehensive financial planning tools and uses AI to support research and operations, while offering educational seminars and pension consulting services.

Donna Dodrill is a financial advisor at Future Capital Management Inc. with one year of industry experience. She holds a Series 65 designation and also works as a real estate broker associate at Cobalt Realty, LTD, where she assists with brokering real estate transactions. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, tactical asset allocation approach through discretionary management and proprietary model portfolios overseen by an internal Investment Committee.

Jason Crawshaw is a financial advisor with The William Allan Corporation in Fort Collins, CO, holding a Series 65 designation and 24 years of industry experience. He has served at The William Allan Corporation since 2004 and is a partner at Crawshaw CPA's, Inc., a tax and accounting firm he has been involved with since 2017. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision, fundamental analysis, and a range of investment strategies including long-term investing, short-term trading, and option writing.

Kristina Miller is a financial advisor at CFO4Life with 7 years of industry experience. She holds the ChFC® designation and Series 66 license. Kristina has worked at Ausdal Financial Partners, INC since 2018 and has been with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models using equities, fixed income, and alternative investments, and employs mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to client objectives.

John Clagett is a financial advisor with One Capital Management, LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at 2 Four2 LLC, Q4 Wealth Management, Inc., Crump Life Insurance, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Matthew Gill is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with IAMS Wealth Management since 2018. In addition to his advisory role, he is the managing member of Westwood Financial Solutions, LLC, a life insurance, annuities, and mortgage brokerage business, and provides consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios across various asset classes.

Thad Dunn is a CFP®-certified financial advisor with 26 years of industry experience, currently serving at Savvy since 2026. His prior experience includes roles at AdvisorNet Wealth Management, Goldman Sachs PFM, CETERA Advisor Networks LLC, United Capital Financial Advisers, and Girard Securities. Outside of advisory work, he is a co-owner of Triwest, LLC, a real estate organization based in Fort Collins, CO. Savvy provides investment and financial planning services to a diverse client base, including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christopher Villegas is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with United Capital since 2017. United Capital Financial Advisors provides financial planning and investment management services nationwide to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management with asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

Svetlana Koltun is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 66 and Series 63 licenses and 24 years of industry experience. Her career includes roles at UBS Financial Services, Citigroup Global Markets, Ifam Capital, and Raymond James Financial Services. She is also an associate at Impact Financial Strategies, where she serves as Director of Operations. Ascentis Independent Advisors is a multi-team SEC-registered adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, financial planning, retirement plan consulting, and access to both public and private securities through a variety of portfolio management and co-advisory programs.

John Smith is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently an advisor at First National Advisers, LLC, where he has worked for one year. His prior experience includes roles at Bank of America and several other investment firms. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, and is a wholly owned subsidiary of First National Bank of Omaha with roughly $7.3 billion in discretionary assets under management.

David Haase is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Haase has been with Mutual of Omaha and its affiliated entities since 1984. Outside of advising, he works as a paid announcer for high school sports games in Northern Colorado. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and acts as a conduit between clients and third-party managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at UBS Financial Services and Berthel, Fisher & Company Financial Services, Inc., among others. Outside of advising, he is the content host for Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a combination of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analyses.