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.

Kyle Machiz is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, Morgan Stanley, and The Vanguard Group. Outside of finance, he has worked as a delivery driver for Instacart. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party methodologies while benefiting from its affiliation with Principal Financial Group.

Trey Fernandez is a financial advisor at Compound Planning, Inc. with six years of industry experience. His prior roles include positions at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. He holds Series 63 and Series 65 licenses. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment process using a combination of low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors, supported by technology partnerships and a fiduciary framework.

Michael Chevalier is a financial advisor with Western Wealth Management LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Western Wealth Management since 2015 and has been associated with LPL Financial since 2009. Chevalier is involved with Summit Home Mortgage, LLC, providing mortgage and real estate services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisers, employing a range of investment strategies across multiple asset classes and advisory programs.

Aubrey Coleman is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ON Investment Management CO and has previously worked at REA Capital Management, LLC and Fiscal Fitness Clubs of America, LLC. In addition to his advisory role, Coleman is involved in insurance sales and financial consulting activities unrelated to investment advising. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, and various organizations. The firm offers both discretionary and non-discretionary management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

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.

Meghan Campbell is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 65 and Series 63 designations. Her prior work includes roles at KeyBank NA and several companies in the hospitality and automotive sectors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it collaborates closely with affiliated entities within the KeyCorp group.

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 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

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.

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.

Richard Wood is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Robinhood Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base relative to its advisor count.

Michael Meyer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank from 2016 to 2024. His credentials include Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring and access to third-party discretionary 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.

Laura Gillen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners and Northwestern Mutual, among others. In addition to her advisory work, she owns a private mental health counseling practice and is a co-owner of hospitality-related LLCs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and ancillary services such as tax planning, bookkeeping, and estate planning. The firm utilizes a diversified investment approach with mutual funds and ETFs tailored to clients’ objectives and risk tolerance and operates within a larger Cetera network providing a range of affiliated resources.

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.

Mark Saunders is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Saunders is involved as a small group leader and serves on a financial review board in Fort Collins, CO. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple platforms.