Jonathan White is a financial advisor with Momentum Independent Network Inc. in Fort Collins, CO, holding Series 63, 65, and 66 licenses and with 43 years of industry experience. His prior firms include NTB Financial Corp. and National Securities Corp, where he worked for a combined seven years. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers multiple wrap-fee managed account programs and access to third-party platforms, combining discretionary and non-discretionary approaches with asset allocation, quantitative, fundamental, and technical analysis, as well as unique features such as municipal bond strategies and an FDIC-insured Bank Insured Deposit sweep program.

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.

Elisabeth Olson is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has worked at The O.N. Equity Sales Company since 2019 and previously was employed at Waddell & Reed Inc. from 2016 to 2019. Olson serves on the board of Dementia-Friendly Communities of Northern Colorado, an organization focused on advocacy and support for people with dementia and their families. She is an advisor with ON Investment Management Company, a firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive and modular financial plans along with access to various third-party investment programs.

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.

Reed Salony is a CFP® professional with 11 years of industry experience, currently working at Facet. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, Lincoln Financial Advisors Corporation, and Northwestern Mutual Investment Management. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes, including machine-learning algorithms for tax optimization and portfolio management.

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.

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 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.

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.

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.

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 at First National Advisers, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Northwest Wealth Management, LLC and First National Bank of Omaha. Outside of his advisory role, he serves as Treasurer on the Finance Committee for the Harmony Ridge Homeowners Association. First National Advisers, LLC provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals. The firm employs a team-based approach with an emphasis on asset allocation, fund screening, and risk monitoring, managing roughly $7.3 billion in discretionary assets and leveraging its affiliation with First National Bank of Omaha.

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.

Stephen Laine is a ChFC® credentialed financial advisor with 30 years of industry experience, currently affiliated with Principal Financial Services in Fort Collins, CO. He has worked with Principal Life Insurance Company since 2007 and is also associated with Mko Financial. Outside of his advisory role, Laine serves as Chair of the Advisory Boards for both the Poudre School District ACE Program and the Better Business Bureau Serving Northern Colorado and Wyoming. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by affiliated or unaffiliated TPMMs.

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.

Conner Burt is a financial advisor at Key Investment Services LLC in Estes Park, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Charles Schwab, Citizens Bank, and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed model selection, ongoing monitoring, and access to third-party discretionary managers, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.