Nick Hubbard is a financial advisor with Colorado Financial Service Corporation, holding a Series 66 designation and 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2009 and also operates Hubbard Financial, which focuses on fixed annuities and life insurance sales. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm emphasizes customized portfolios using mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and non-discretionary account management.

Richard Jerome is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and with 30 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Equitable Advisors, and CRUX Wealth Advisors. Outside of financial advising, he owns and operates businesses that provide guided big game hunts in Montana, Argentina, and Saskatchewan, Canada, and he serves as CEO of a consulting services company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored non-discretionary advice using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting through a large advisor network.