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.

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.

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.

Sean Duffy is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, Colorado, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Colorado State University. He is also an associate employee with Impact Financial Strategies, working in wealth planning. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, financial planning, and consulting services, utilizing a diverse mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

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.

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.

Ann Stewart is a financial advisor with Concorde Asset Management, LLC in Fort Collins, CO, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked for Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC for 11 years. Outside of her advisory role, she serves as president of an independent insurance agency. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including a unified managed account program.

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.

Timothy Murray is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 24 years, as well as Raymond James Financial Services Advisors, Inc. for four years. Outside of his advisory role, he owns and operates Shotgun Chaps LLC. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management and financial planning, utilizing a mix of public and private securities with discretionary management through model portfolios and sub-advisory arrangements.

Matthew Jackson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience and holds a Series 65 designation. He is also president of Dreammaker Lifestyles, LLC, where he authors publications and courses related to retirement planning. Additionally, he serves as Chief Philanthropy Officer for the Colorado Bowhunters Association Foundation, a volunteer role focused on coordinating donors and grants. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to client risk tolerances and offers specialized services for retirement plan participants, including both discretionary and non-discretionary account management.

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.

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.

Jonathan Neher is a financial advisor with Concurrent Investment Advisors, LLC in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 17 years with Cambridge Investment Research Advisors and a year with Planmember Securities Corporation. Outside of his advisory role, he manages a family farm in Kansas as well as college planning consulting through his own company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, and supports its advisors with integrated operational tools and affiliated sub-advisory arrangements.

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.

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.

Laurence Bowers is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2012. In addition to his advisory role, Bowers owns and operates Legacy Financial Resources, LLC, a financial services business, and Legacy Tax Services, LLC, which provides tax preparation. Gradient Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and various analytical tools in portfolio 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.

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.

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.