Jacob Pottorff is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Jacob has been associated with Eagle Strategies since 2017 and Legacy Financial Group since 2020, operating under his own DBA to sell New York Life products and broker non-registered insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Stephen Harms is a financial advisor with Eagle Strategies (NY Life) based in Fort Collins, CO. He holds a Series 66 designation and has three years of industry experience, including previous roles at Thrivent Investment Management Inc and Guaranteed Rate Affinity. Outside of advisory work, he is involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Mariah Pelletier is a financial advisor with Steward Partners Investment Advisory, LLC in Fort Collins, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and RBC Capital Markets. Outside of her advisory work, she coaches high school girls basketball. Steward Partners Investment Advisory is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with multiple custodial and platform partnerships.

Nathan Pierce is a financial advisor with Guardian Life in Loveland, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Guardian Life and its affiliates since 2012. Outside of his advisory role, Pierce serves as president of Pierce Insurance & Financial, a business selling insurance products separate from Guardian. Guardian Life’s subsidiary Park Avenue Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Margaret Marco is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for 15 years. Money Concepts Capital Corp is an enterprise-scale firm serving a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Terri Fassi is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2007. Outside of her advisory work, Fassi teaches financial education classes on retirement, divorce, tax, and Social Security topics and is a certified public accountant who prepares tax returns. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Dehaven Becker is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently an advisor at Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services, Inc. and RBC Capital Markets Corporation. Becker is based in Fort Collins, CO. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Morgan Gray is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ascend Asset Management and Aspire3D. Outside of his advisory role, Gray serves as secretary and fundraising committee member for Crossroads Safehouse, a nonprofit supporting victims of domestic violence. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, and financial planning, utilizing a platform-centered approach that combines in-house, third-party, and advisor-managed models.

Jacob Moore is a financial advisor with Money Concepts Capital Corp in Loveland, Colorado, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Money Concepts Capital Corp since 2017 and has operated Moore Financial Planning since 2016. Outside of his advisory work, Moore is involved in commercial property management and acts as an independent agent for dental, vision, and Medicare supplement insurance. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses model-driven and asset-allocation approaches, including both proprietary models and third-party strategies, serving clients through discretionary and non-discretionary programs across a network of several hundred advisors.

Jacob Gerk is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Northwestern Mutual Wealth Management Company and related entities. His background also includes a period at Colorado State University. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Adam Bott is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and Edward Jones. Outside of advising, he is involved in running a non-variable insurance business at the agent level. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, employing various analytical strategies and technology platforms to support its advisory services.

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.

William Hastings is a financial advisor with Eagle Strategies (NY Life) based in Fort Collins, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Focus Financial Strategies, LLC since 2016 and with New York Life-related firms since 1995. Outside of advising, he serves on the board of Living Hope Mountain Respite, a nonprofit providing respite weekends for couples who have experienced the loss of a child. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Eastman is a financial advisor with Eagle Strategies (NY Life) in Fort Collins, Colorado, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with related firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he volunteers at Hope Lives in Fort Collins. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives, and it manages the majority of its assets on a non-discretionary basis.

Catherine Opitz is a financial advisor with Empower Advisory Group in Timnath, Colorado, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at GWFS Equities, Inc. since 2015. Outside of her advisory role, she co-owns Jooni Designs, LLC, a florist and makeup business specializing in weddings and special events, and also works as a coaching consultant focused on management and team continuity skills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Roman Hubbard is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His career includes longstanding roles at NYLife Securities Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to individual and institutional client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Stradt is a CFP®-designated financial advisor with Steward Partners Investment Advisory, LLC, bringing 42 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Raymond James Financial Services, Inc. He serves on the finance and investment committee as a board member of Boy Scouts America in Larimer County. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Michael Gray is a CFP® professional with 27 years of industry experience. He is currently with AE Wealth Management, LLC and has held roles at Creativeone Wealth, Changepath, Ascend Asset Management, and Client One Securities. Outside of his advisory work, Gray volunteers as a pilot and secretary for Pilots for Christ, assisting with medical transportation. AE Wealth Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, trusts, charities, and businesses. The firm offers a platform-centered investment approach combining model portfolios, discretionary management, and financial planning services.

Brian Sullivan is a financial advisor at Focus Partners Wealth, LLC with 33 years of industry experience. He has previously worked at UBS Financial Services, Citigroup Global Markets, PURSHE KAPLAN STERLING INVESTMENTS, and Ifam Capital. Sullivan holds Series 63 and Series 65 licenses and is based in Fort Collins, CO. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.