Steve Moore is a financial advisor with Money Concepts Capital Corp in Loveland, CO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, Moore serves as president and board member of Moore Financial Planning Inc. and is an officer at Moore Property Holding, LLC, a commercial property management firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and applies fundamental and technical analysis along with modern portfolio theory to manage assets for a diverse client base.

John McGee is a financial advisor with Eagle Strategies (NY Life) in Greeley, CO, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked with several affiliated firms including Arete Financial Group LLC and High Point Financial Group, LLC, and is involved in operating related insurance and financial services businesses. Outside of advisory roles, he is a member of business ventures including a retail liquor store and a commercial property management group. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides a range of program options with an emphasis on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Green is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at AE Wealth Management since 2018. He is also associated with Layman Lewis Financial Group, where he is involved in insurance sales and services. Outside of finance, he has a background in the transportation sector, having worked for Summit Limousine for 20 years. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm emphasizes a platform-driven approach, managing approximately $49.8 billion for over 127,000 clients with a focus on standardized model portfolios and sub-advisory services.

Sophia Lanting is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. She has worked at Commonwealth since 2021 and has been involved with Intrinsic Financial Design Group, which she owns, since 2017. Lanting also has experience with Waddell & Reed and various insurance carriers. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm offers advisors access to discretionary model portfolios and multiple program structures tailored to client needs.

Christopher Ahrens is a financial advisor with GWN Securities Inc. in Greeley, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining GWN Securities and Q Wealth Management in 2022, he worked at Bank of Colorado from 2019 to 2022. Outside of his advisory role, he serves as a JV basketball coach at Northridge High School. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of approximately 423 advisors and manages about $3.65 billion across over 37,000 client accounts, delivering advice through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Brent Powell is a financial advisor with GWN Securities Inc. in Cheyenne, WY, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he owns Brent Powell Financial, LLC, a non-investment related business registered in Colorado. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based programs.

Shannon Richardson is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Empower Retirement, Bank of America, Merrill, and Community Banks of Colorado. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

Jonathan Busch is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Tucker Asset Management LLC and Park Ave Securities. In addition to his advisory role, he is an independent insurance agent through JF Busch & Associates, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm employs a platform-centered approach that incorporates model portfolios, discretionary asset management, and financial planning services.

Tucker Myers is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Myers serves as treasurer for a local Toastmasters club, where he manages financial records and budgeting. PNC Wealth Management offers brokerage and advisory services through a model-based digital platform primarily available to employees, using algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Richard Bell is a CFP® with 40 years of industry experience, currently affiliated with Primerica Advisors in Windsor, CO. He has worked with Park Avenue Securities and Guardian Life Insurance since 2006, and has operated his own advisory business since 1998. Bell is also involved in providing clients with various insurance products. 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 brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Gera Fayas is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Raymond James and Bank of Colorado since 2024. Outside of her advisory work, she is involved in a family rental property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through a unique affiliated municipal advisor.

Simon Peterson is a financial advisor with Thrivent Investment Management in Loveland, Colorado. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at First Trust Portfolios, Robert W. Baird, Raymond James Financial Services, and Impact Financial Strategies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various planning topics while keeping implementation separate.

John Nicholas III is a financial advisor at Ameriprise with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jennifer Kayton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She operates out of Firestone, CO, and maintains a freelance writing business focused on non-financial content under the pen name Bliss Monday-Friday LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Serena Walker is a financial advisor at Edward Jones in Longmont, CO, with 10 years of experience at the firm and holds a Series 66 designation. She has worked exclusively at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Tonya Moddelmog is a financial advisor with Morgan Stanley Smith Barney LLC, holding a Series 66 designation and possessing 15 years of industry experience. She previously worked at Private Client Services LLC and Cornerstone Wealth Management. Outside of her advisory role, she is a partner involved with Sunflower Capital LLC, a real estate-related business based in Fort Collins, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and market modeling to support client goals.

Jared Lowry is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience in marketing and logistics. Outside of his advisory role, he works as a contractor for Stone and Oak Audio in Greeley, CO. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Zachary Rechkemmer is a financial advisor with Edward Jones in Loveland, CO. He holds a Series 66 designation and has been with Edward Jones since 2024. His prior experience includes roles at Arizona State University, Vans, and Ace Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Robert Flood is a Series 66–registered financial advisor with Edward Jones in Loveland, Colorado, where he has worked since 2009, accumulating 17 years of industry experience. Outside of his advisory role, he is CEO of RSFloodco Enterprises LLC, an LLC involved in potential real estate acquisitions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branches nationwide.

Alexander Eberly is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including work with Chapters Logistics, King Courier Service, and Larimer County Department of Natural Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and endorsed third-party managers.