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.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has previously worked at Voya Financial Advisors, Inc. and Finlit Wealth LLC. Outside of his advisory work, Boling serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

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.

Christie Hoffer is a CFA® charterholder with three years of experience at First National Advisers, LLC and over three decades at First National Bank of Omaha. She currently serves as Director of Investment Management at the bank, managing portfolios for high net worth clients, trusts, institutions, foundations, and endowments. First National Advisers, LLC is a subsidiary of First National Bank of Omaha providing discretionary investment management to individuals and institutions, including affiliated clients. The firm offers diversified equity and fixed-income model portfolios, managed mutual fund and equity strategies, and team-based wealth services, leveraging its embedded role within a banking and trust complex.

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.

Benjamin Blake is a CFP® with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Parsec Financial Management and spent seven years at AB-Technical Community College. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, and tax-related services.

Randall Johnson is a financial advisor at IHT Wealth Management LLC in Fort Collins, CO, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining IHT Wealth Management in 2021. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools in diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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.

Kristine Clagett is a financial advisor at One Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at 2Four2, LLC, Q4 Wealth Management, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

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.

Patrick Johnson is a CFP® and ChFC® with 21 years of industry experience. He is currently with Arax Advisory Partners and has worked at SRS Capital Advisors, Inc. since 2007. In addition to his advisory work, Patrick founded Synthesis Life Insurance, Inc., a Public Benefit Corporation focused on life insurance brokerage, where he serves as president. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets for individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party manager relationships, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain clients and private funds.