Theodore Bulik Hocum is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Steward Partners, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved as a health and nutrition trainer with 1ST PHORM. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Stephen Laine is a ChFC® credentialed financial advisor with 30 years of industry experience, currently affiliated with Principal Financial Services in Fort Collins, CO. He has worked with Principal Life Insurance Company since 2007 and is also associated with Mko Financial. Outside of his advisory role, Laine serves as Chair of the Advisory Boards for both the Poudre School District ACE Program and the Better Business Bureau Serving Northern Colorado and Wyoming. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by affiliated or unaffiliated TPMMs.

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.

Robert Slatkin is a CFP® professional with eight years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services, as well as three years at Ernst & Young LLP. He holds a CPA license but is not actively engaged in accounting work. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through multiple portfolio management solutions and third-party money managers.

Benjamin Lubow is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., holding roles from 2021 to 2026 before joining Steward Partners in 2026. Lubow holds Series 63 and Series 66 licenses and is based in Fort Collins, Colorado. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of discretionary and non-discretionary portfolio management solutions.

Michael Fassi is a financial advisor with Centaurus Financial, Inc. in Windsor, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience and has been with Centaurus Financial since 2006, alongside a concurrent role at Geneos Wealth Management since 2005. Outside of advisory work, he teaches retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, responsible for managing personnel and assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing both fundamental and technical investment analyses and access to overlay and third-party management programs.

Joseph Vander Linde is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds a Series 66 designation and has worked with Noble Capital Group, LLC, Eagle Strategies LLC, NYLIFE Securities, LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as Vice President and Board Member of Off the Hook Arts, a nonprofit providing low-cost music education and community performances in Fort Collins, Colorado, and volunteers as a District Finance Manager for Toastmasters International. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibility, with the majority of its assets managed on a non-discretionary basis.

Katherine Porter is a financial advisor with Principal Financial Services in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she worked at Lockheed Martin and has experience in the insurance sector as an agent at MKO Financial, focusing on life insurance, disability, annuities, and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these external managers.

Konrad Korth is a financial advisor with Eagle Strategies (New York Life) based in Windsor, CO, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at High Point Financial Group, LLC and New York Life Insurance Company. Outside of his advisory work, Korth serves as treasurer for Northern Colorado Youth Hockey and is a board member of Windsor Gives, a local nonprofit supporting community well-being through events and educational initiatives. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within the New York Life affiliate structure.

Wayne Jamerson is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, UBS Financial Services, Citigroup Global Markets, and Merrill. Jamerson is also a 25% owner and partner in a commercial property LLC in Fort Collins, Colorado. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ryan Behm is a financial advisor with Eagle Strategies (NY Life) based in Windsor, Colorado, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2013 and operates High Point Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Behm is also involved in local community activities, serving as a board member and secretary for homeowners associations. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most regulatory assets managed on a non-discretionary basis.

Joshua Lewis is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital and operates his own financial advisory business, Layman Lewis Aum LLC, since 2012. Outside of advisory work, he is a partner in a solar panel investment venture that utilizes tax credit incentive programs. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining in-house, third-party, and advisor-managed models with a range of services including portfolio management, financial planning, and ERISA plan services.

Jacob Pottorff is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Jacob has been associated with Eagle Strategies since 2017 and Legacy Financial Group since 2020, operating under his own DBA to sell New York Life products and broker non-registered insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jessica Hernandez is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has previously worked at Intrinsic Financial Design Group, Ent Credit Union, CUSO Financial Services, and operated as an independent contractor. Outside of finance, she owns a therapeutic massage business in Greeley, Colorado. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been involved in various business activities including mystery shopping and market research, as well as serving as a referring agent for non-variable insurance products. Thompson is based in Greeley, Colorado. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and uses a range of custodians and third-party money managers to deliver advisory and brokerage services, with a significant portion of assets managed on a non-discretionary basis.

Cortney Walker is a Series 66-licensed financial advisor with GWN Securities Inc. in Greeley, Colorado, where she has worked since 2012. She has 20 years of industry experience. Outside of her advisory role, she is also an insurance agent writing fixed business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios.

Stephen Harms is a financial advisor with Eagle Strategies (NY Life) based in Fort Collins, CO. He holds a Series 66 designation and has three years of industry experience, including previous roles at Thrivent Investment Management Inc and Guaranteed Rate Affinity. Outside of advisory work, he is involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Mariah Pelletier is a financial advisor with Steward Partners Investment Advisory, LLC in Fort Collins, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and RBC Capital Markets. Outside of her advisory work, she coaches high school girls basketball. Steward Partners Investment Advisory is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with multiple custodial and platform partnerships.

John Roessig is a CFP® professional with 40 years of experience in the financial industry. He has been with United Planners Financial Services since 2016 and is also a partner at Masters at Lake Plaza LLC, where he focuses on retirement and financial planning. Roessig serves as Worthy Chancellor for the Knights of Columbus, a community and charitable organization in Greeley, Colorado. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and uses a variety of custodians and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.

Terri Fassi is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2007. Outside of her advisory work, Fassi teaches financial education classes on retirement, divorce, tax, and Social Security topics and is a certified public accountant who prepares tax returns. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.