Jonathan White is a financial advisor at Momentum Independent Network Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including NTB Financial Corp., National Securities Corp, Ridgeway Conger Advisory Services, and J P Turner & Company Capital Management, LLC. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with a range of investment advisory, portfolio management, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Benjamin Tesson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Facet Wealth in Ft. Collins, CO. His previous roles include advisory positions at Plancorp, LLC, and the University of Missouri, Columbia. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, using a technology-driven approach that includes model-based asset allocations and proprietary algorithms. The firm serves a broad range of households through phone, video, and a proprietary web platform, emphasizing comprehensive planning and a flat subscription fee structure.

Daryl Fuchs is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked at ChangePath, LLC and Partnervest Advisory Services LLC and has been involved with Senior Advisory Group since 1984, where he serves as president. Outside of advisory services, he is engaged in life, annuity, disability, and health insurance sales through Senior Advisory Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach that includes proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Julia Apodaca is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Narrow Path Financial, Inc. and TD Ameritrade. Outside of advising, she has experience in retail business operations through prior roles at Studio DnD and Tressie Boutique Fort Collins, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax planning, estate planning, and insurance solutions.

Joseph Devorak IV is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Personal Capital Advisors Corporation and Empower Advisory Group. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both Direct Investment Management and a Turnkey Asset Management Program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Katarzyna Quiroz is a financial advisor at Choreo, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Beacon Pointe Advisors, Edelman Financial Services, and Raymond James Financial Services. Choreo serves a diverse client base that includes individual and high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm employs a quantitative and committee-driven investment process with a range of implementation strategies, including model portfolios and separately managed accounts.

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.

Jack Weisenbach is a Certified Financial Planner (CFP®) with 10 years of experience, currently practicing at United Capital Financial Advisors in Fort Collins, CO. He has been with United Capital since 2016. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and operates FinLife Partners, a platform supporting independent investment advisors through technology and practice management services.

Trey Fernandez is a financial advisor with Compound Planning, Inc. in Loveland, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a Turnkey Asset Management Program that includes access to alternative investments.

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.

David Asbury is a financial advisor with Geneos Wealth Management, Inc. in Fort Collins, CO, holding a Series 63 designation and 42 years of industry experience. His work history includes roles at Financial Design & Management from 1989 to 2020, Geneos Wealth Management since 2008, and G5 Financial Group since 2020. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Agoston Horvath is a financial advisor at B. Riley Wealth Advisors, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at National Securities Corporation and WFG Investments Inc. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Todd Silliman is a financial advisor with First National Advisers, LLC in Fort Collins, CO, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior work includes roles at First National Bank of Omaha, Northwest Wealth Management, The Way Point Advisory Group, SII Investments, and LPL Financial. He serves as Treasurer on the Finance Committee for the Harmony Ridge HOA Board. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm emphasizes asset allocation, quantitative and qualitative fund screening, and ongoing risk monitoring through a team-based Private Wealth Reserve service.

Meghan Campbell is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at KeyBank NA and several positions in the hospitality sector prior to her current advisory role. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Conner Burt is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience working at Charles Schwab & Co., Inc. and Citizens Bank, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and integrates with KeyCorp affiliates to provide a range of portfolio management and advisory services.

Theodore Velasquez is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He has been with TIAA-CREF since 2022. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a combination of model-based and customized portfolio management within a vertically integrated structure.

Ulysses Lalor is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company. His background includes experience in client and back-office support through an associate role at Bridgepoint Financial, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing multiple analysis methods and both discretionary and non-discretionary arrangements.

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.

Richard Wood is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes positions at Fidelity Investments and Robinhood Financial before joining Empower in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Meyer is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank for eight years. Outside of his advisory role, he is an owner of a rental property. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers a range of wrap programs with custodial and trade execution services, utilizing a multi-provider model for portfolio management and strategist oversight.