Jason Gollhofer is a financial advisor at Verity Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Verity in 2026, he worked at Teacher's Pension and Insurance Services and GWN Securities Inc. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion across a roster of 55 advisors. The firm serves individual clients, retirement plan sponsors, institutional clients, and other advisers, employing a largely model-based investment process that includes both internally managed strategies and third-party models.

Aaron Foster is a CFP® with 10 years of industry experience, currently serving at Compound Planning, Inc. He has previously worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Evan Sharpless is a financial advisor at Osaic Institutions, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Bellco Credit Union, among other roles. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a sizable non-discretionary asset base.

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 credentials and bringing 39 years of industry experience. Prior to joining Independent Financial Group in 2023, he worked for Arque & Co. Incorporated and Arque Capital, Ltd. for 16 years. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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® with 47 years of industry experience, currently serving at Centaurus Financial, Inc. since 2006 and Geneos Wealth Management, Inc. since 2005. He is involved in teaching retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, overseeing 300 members and managing multiple aircraft and vehicles. 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 specialized retirement consulting using a range of discretionary and non-discretionary arrangements and employs multiple investment analysis approaches.

Debra Anderson is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Principal Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Meyer is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank from 2016 to 2024. Meyer is also a property owner who rents out a home. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

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.

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.

Jessica Hernandez is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Commonwealth and Intrinsic Financial Design Group since 2023, following six years at Ent Credit Union and CUSO Financial Services. Outside of financial advising, she owns a therapeutic massage business in Greeley, Colorado. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs including wealth management and retirement plan consulting. The firm provides operations, technology, and compliance support while allowing advisors discretion in portfolio construction across various securities and insurance products.

Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her career includes roles with DimeWise LLC and various sublease arrangements, alongside her longstanding involvement with United Planners since 2016. Outside of advisory work, she has participated as a secret shopper and research participant for over ten years. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a majority 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.

Nathan Pierce is a financial advisor with Guardian Life in Loveland, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Guardian Life and its affiliates since 2012. Outside of his advisory role, Pierce serves as president of Pierce Insurance & Financial, a business selling insurance products separate from Guardian. Guardian Life’s subsidiary Park Avenue Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Margaret Marco is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for 15 years. Money Concepts Capital Corp is an enterprise-scale firm serving a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

John Roessig is a CFP® professional with 40 years of experience in financial services. He has been affiliated with United Planners Financial Services of America since 2016 and is a partner at Masters at Lake Plaza LLC, where he assists clients with insurance and retirement planning. He has served as Worthy Chancellor for the Knights of Columbus since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.

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.

Jacob Moore is a financial advisor with Money Concepts Capital Corp in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Money Concepts Capital Corp since 2017 and has operated Moore Financial Planning since 2016. Outside of his advisory work, Moore is involved in commercial property management and acts as an independent agent for dental, vision, and Medicare supplement insurance. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches, including both proprietary models and third-party strategies, serving clients through discretionary and non-discretionary programs across a network of several hundred advisors.