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.

Konrad Korth is a financial advisor with Eagle Strategies (New York Life) based in Windsor, CO, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at High Point Financial Group, LLC and New York Life Insurance Company. Outside of his advisory work, Korth serves as treasurer for Northern Colorado Youth Hockey and is a board member of Windsor Gives, a local nonprofit supporting community well-being through events and educational initiatives. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within the New York Life affiliate structure.

Wayne Jamerson is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, UBS Financial Services, Citigroup Global Markets, and Merrill. Jamerson is also a 25% owner and partner in a commercial property LLC in Fort Collins, Colorado. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ryan Behm is a financial advisor with Eagle Strategies (NY Life) based in Windsor, Colorado, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2013 and operates High Point Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Behm is also involved in local community activities, serving as a board member and secretary for homeowners associations. Eagle Strategies serves a diverse group 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 tailored recommendations, with most regulatory assets managed on a non-discretionary basis.

Joshua Lewis is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital and operates his own financial advisory business, Layman Lewis Aum LLC, since 2012. Outside of advisory work, he is a partner in a solar panel investment venture that utilizes tax credit incentive programs. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining in-house, third-party, and advisor-managed models with a range of services including portfolio management, financial planning, and ERISA plan services.

Mark Saunders is a ChFC® and Series 66 registered advisor with Guardian Life, based in Fort Collins, CO. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a small group leader and participates on a local financial review board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm provides tailored client solutions combining advisor-led management, model-based strategies, and access to proprietary and third-party investment platforms.

Andrew Hoffmeyer is a CFP® with 19 years of industry experience, currently serving as an advisor with Carson Wealth. His prior roles include positions at Triumph Capital Management, Cetera Investment Advisors, and J P Turner & Company Capital Management. Outside of his advisory work, he is president of Buildz 4 Badges, a nonprofit that restores classic cars for auction to support its mission. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan solutions. The firm utilizes an Investment Committee-driven approach to portfolio construction and monitoring, providing tailored investment options and extensive custodial and technology integrations.

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.

Heady Galvez is a financial advisor with Valic Financial Advisors in Fort Collins, CO, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Valic, Galvez held roles with Corebridge Capital Services, American General Life Insurance, and several automotive dealerships. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors and emphasizes centralized technology and model solutions.

Andrew Stenzel is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Edward Jones, LPL Financial, and Lords and Richards. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee and offers a broad range of implementation tools and services through an extensive advisor network.

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, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior work includes roles at Raymond James Financial Services and RBC Capital Markets. Outside of her advisory duties, Pelletier coaches high school girls basketball in Fort Collins, Colorado. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Margaret Marco is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and offers both discretionary and non-discretionary portfolio programs.

Bryce Barton is a financial advisor at Empower Advisory Group in Fort Collins, CO, holding Series 66 and Series 63 licenses with two years of industry experience. His previous roles include positions at Empower Financial Services, Wealth Strategies Group, and Jax Mercantile Outdoor. Outside of financial advising, he works as an independent contractor pet sitter with Rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s recordkeeping and administrative 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) based in Fort Collins, CO, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and Colorado State University. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailored recommendations while managing primarily non-discretionary assets.

Adam Bott is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 14 years of industry experience, previously working with LPL Financial, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he manages 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. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by various analytical techniques and technology platforms.