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.

Collin Watkins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and based in Fort Collins, CO. He has experience from six years of service in the United States Marine Corps and has worked at Stryker before transitioning to the financial services industry in 2025. Park Avenue Securities serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

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.

Monica Hower is a financial advisor with Principal Financial Services in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Principal Securities Inc., Principal Life Insurance Co., and several other organizations outside finance, such as Geeks Who Drink. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm’s advisory offerings emphasize financial planning, retirement plan consulting, and access to third-party money managers through discretionary and non-discretionary arrangements.

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.

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.

David Dobbins is a CFP® professional based in Fort Collins, CO, with 19 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previous experience at Wells Fargo Clearing, wells fargo advisors llc, and In House Media. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, while also providing educational content and specialized advisory offerings.

Michelle Robertson is a financial advisor at TIAA-CREF with 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2014 and previously worked at Transamerica Financial Advisors from 2011 to 2014. Robertson holds a Series 66 designation and is based in Fort Collins, CO. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management through customized and model portfolio options.

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.

Meaghan Beadle is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She previously worked at Ameriprise Financial Services, Inc. for ten years and has held multiple positions at Commonwealth since 2019. Her other business activities include fixed insurance sales conducted on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Kimberly Surber is a CFP® professional with 27 years of experience in financial advising, currently with J.W. Cole Advisors, Inc. since 2019. Her prior experience includes roles at Intelligence Driven Advisers, LLC, Labrüm Wealth Management, and The Strategic Financial Alliance, Inc. She also owns a financial consulting business focused on divorce planning and serves as Treasurer for the NoCo Collaborative Divorce Group. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Tucker Myers is a financial advisor at PNC Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Myers serves as treasurer for a local Toastmasters club, where he manages financial records and budgeting. PNC Wealth Management offers brokerage and advisory services through a model-based digital platform primarily available to employees, using algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Jeffrey Rittner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2016. Prior to this, he worked for Wells Fargo Advisors LLC for six years. He serves on the board of the Lubick Foundation, a nonprofit supporting local cancer patients and families in Northern Colorado. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

Richard Bell is a CFP® with 40 years of industry experience, currently affiliated with Primerica Advisors in Windsor, CO. He has worked with Park Avenue Securities and Guardian Life Insurance since 2006, and has operated his own advisory business since 1998. Bell is also involved in providing clients with various insurance products. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Nicholas Ochsner is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities since 2017, following roles at Bible Electric Inc and Desert Schools Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Timothy Doud is a financial advisor with Centaurus Financial, Inc. in Fort Collins, CO, holding the Series 66 designation and 17 years of industry experience. He has worked with Waddell & Reed, Inc. and various insurance carriers before joining Centaurus Financial in 2017. He is also owner and president of T Doud LLC and Bridgepoint Financial, LLC, which he operates primarily for branding and tax purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering both advisory and brokerage services. The firm employs a range of investment strategies and provides services such as financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform.