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.

Kenneth Connally is a CFP® professional with 16 years of industry experience, currently advising at Summit Financial, LLC. His prior roles include positions at Facet Wealth, Charles Schwab, and Fidelity Brokerage Services LLC. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches to portfolio management.

Ann Stewart is a financial advisor with Concorde Asset Management, LLC in Fort Collins, CO, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked for Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC for 11 years. Outside of her advisory role, she serves as president of an independent insurance agency. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including a unified managed account program.

Rebecca Ruane is a financial advisor with Western Wealth Management LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with Western Wealth Management since 2016 and has also worked at LPL Financial since 2015. Ruane serves as a notary public outside of her advisory role. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services such as comprehensive portfolio management, financial planning, retirement plan consulting, and access to multiple sponsored advisory and wrap programs.

Timothy Murray is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 24 years, as well as Raymond James Financial Services Advisors, Inc. for four years. Outside of his advisory role, he owns and operates Shotgun Chaps LLC. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management and financial planning, utilizing a mix of public and private securities with discretionary management through model portfolios and sub-advisory arrangements.

Kira Aduddell is a financial advisor at IHT Wealth Management LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2010 before joining IHT Wealth Management in 2022. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and algorithmic investment options, supported by comprehensive ERISA fiduciary services and affiliated broker-dealer and venture/private equity operations.

Matthew Jackson is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience and holds a Series 65 designation. He is also president of Dreammaker Lifestyles, LLC, where he authors publications and courses related to retirement planning. Additionally, he serves as Chief Philanthropy Officer for the Colorado Bowhunters Association Foundation, a volunteer role focused on coordinating donors and grants. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to client risk tolerances and offers specialized services for retirement plan participants, including both discretionary and non-discretionary account management.

Phillip Maltzahn is a financial advisor at Wealth Management with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Phillip has worked at Wealth Management, LLC since 2007 and previously at Almquist, Maltzahn, Galloway & Luth Pc for 27 years. Outside of his advisory role, he serves as Secretary and Treasurer for Millennia Home Source, Inc., where he handles accounting and tax return preparation. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach using passively managed mutual funds and ETFs.

Jason Boyd is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Icma Rc for eight years and JPMorgan Securities LLC for one year. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted, written financial plans and an Emergency Savings program as part of its service model.

David Essay is a CFP® professional with 22 years of industry experience, currently affiliated with United Capital Financial Advisors. His work history includes roles at Integrity Alliance, Lion Street Financial, CETERA Advisor Networks, and Girard Securities. In addition to his advisory work, he serves as an assistant basketball coach at a high school in Fort Collins, Colorado. United Capital Financial Advisors 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 customizable investment solutions, sub-advisory and consulting services, and supports other independent advisors through its technology platform, FinLife Partners.

Patrick Kent is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains affiliations with LPL Financial and his own firm, Patrick A Kent LLC. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a wide range of portfolio management and advisory services, utilizing firm-designed model portfolios and multiple third-party strategies.

Edward Moore is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortis Capital Advisors, Mountain Financial Capital, Regulus Advisors, and Regal Investment Advisors. Outside of advising, Mr. Moore is an insurance agent and owns a pass-through company called Love U Moore. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

Peter Ahrens is a CFP® professional with four years of industry experience, currently serving at Mission Wealth Management, LP. His prior roles include positions at Keystone Financial Services, JMG Financial Group, A.H.C. Advisors, and Rauschenberger Financial Advisors. He also worked at Blue Sail Ent. for four years. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily for affluent individuals and families. The firm employs customized, long-term investment strategies using a range of asset types and provides services through various tiered models, including family office and institutional consulting.