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.

Christopher Boren is a CFP® affiliated with Root Financial Partners and has three years of industry experience. He has prior experience at Jackson & Associates, Inc., Abadie & Boren Ltd. Co., and Evensky & Katz. In addition to his advisory role, he provides tax preparation services for individuals, trusts, and businesses through Abadie & Boren Ltd. Co. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and provides educational programming and online academies for financial education.

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.

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.

Aaron Foster is a CFP® with 10 years of industry experience, currently advising at Compound Planning, Inc. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with fiduciary, goals-based investment management, incorporating strategies such as discretionary portfolio management, turnkey asset management, and alternative investments like private REITs and private credit. The firm employs a range of investment approaches, including direct indexing, tax-loss harvesting, and professional options, supported by technology-driven portfolio oversight.

Todd Silliman is a financial advisor at First National Advisers, LLC with 17 years of industry experience. He has held roles at First National Bank of Omaha, Northwest Wealth Management, The Way Point Advisory Group, SII Investments, and LPL Financial. Outside of his advisory duties, 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, as well as institutional clients. The firm emphasizes a team-based approach with asset allocation, fund screening, and risk monitoring, and benefits from its affiliations with First National Bank of Omaha and related entities.

Theodore Bulik Hocum is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he is a health and nutrition trainer with 1ST PHORM. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both proprietary and third-party managed portfolios.

Stephen Laine is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. He has worked with Principal Life Insurance Company since 2007. Laine serves as Chairperson of the Poudre School District ACE Program Advisory Board and as Chair of the Better Business Bureau Advisory Board for Northern Colorado and Wyoming. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jessica Holmen is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies, NYLIFE Securities LLC, and High Point Financial Group. Outside of finance, her background includes roles in pediatric occupational therapy and education. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis.

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 with Centaurus Financial, Inc. in Fort Collins, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Centaurus Financial, he worked at New York Life Insurance Company for three years. His background also includes experience in client support and back-office roles through Bridgepoint Financial, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs a range of investment approaches and offers both discretionary and non-discretionary portfolio management, with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Robert Slatkin is a CFP® with eight years of experience in the financial industry. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ernst & Young LLP and Raymond James Financial Services, Inc. Slatkin is a licensed CPA, though he is not actively using this credential in his current business activities. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio solutions.

Benjamin Lubow is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., holding roles from 2021 to 2026 before joining Steward Partners in 2026. Lubow holds Series 63 and Series 66 licenses and is based in Fort Collins, Colorado. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of discretionary and non-discretionary portfolio management solutions.

Michael Fassi is a ChFC® credentialed financial advisor with 48 years of industry experience. He has been with Centaurus Financial, Inc. since 2006 and previously worked at Geneos Wealth Management, Inc. in 2005. Outside of his advisory role, he teaches retirement classes through the Financial Educators Network and holds leadership positions with the Civil Air Patrol, including Group Commander overseeing 300 members. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management and employs a variety of investment analysis techniques, including fundamental and technical approaches, alongside specialized advisory services.

Joseph Vander Linde is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds a Series 66 designation and has worked with Noble Capital Group, LLC, Eagle Strategies LLC, NYLIFE Securities, LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as Vice President and Board Member of Off the Hook Arts, a nonprofit providing low-cost music education and community performances in Fort Collins, Colorado, and volunteers as a District Finance Manager for Toastmasters International. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibility, with the majority of its assets managed on a non-discretionary basis.