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.

Aaron Foster is a CFP® with 10 years of industry experience, currently serving at Compound Planning, Inc. He has previously worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

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.

Jessica Holmen is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and one year of industry experience. Her previous roles include positions at NYLIFE Securities LLC, High Point Financial Group, and experience outside finance at NoCo Pediatric OT and Timberline Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages 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. based in Fort Collins, CO. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. He also has experience in client support and back-office functions through Bridgepoint Financial, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to 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 its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements and a variety of investment analysis approaches.

David Ferguson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

Robert Slatkin is a CFP® professional with eight years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. His career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services, as well as three years at Ernst & Young LLP. He holds a CPA license but is not actively engaged in accounting work. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through multiple portfolio management solutions and third-party money managers.

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 financial advisor with Centaurus Financial, Inc. in Windsor, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience and has been with Centaurus Financial since 2006, alongside a concurrent role at Geneos Wealth Management since 2005. Outside of advisory work, he teaches retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, responsible for managing personnel and assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing both fundamental and technical investment analyses and access to overlay and third-party management programs.

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.

Katherine Porter is a financial advisor with Principal Financial Services in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she worked at Lockheed Martin and has experience in the insurance sector as an agent at MKO Financial, focusing on life insurance, disability, annuities, and related products. 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. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these external managers.