Ryan Cosner is a financial advisor at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.

Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.

John Alpers is a financial advisor at Cosner Financial Group, LLC with 30 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Financial Design & Management, Inc., and Geneos Wealth Management, Inc. from 2008 to the present. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets for over 600 clients, offering discretionary portfolio management and fee-based planning with tailored investment strategies.

Jeremy Newton is a financial advisor with Cosner Financial Group, LLC in Windsor, Colorado, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Cosner Financial Group since 2008 and was previously with Triad Advisors Inc from 2011 to 2024 and Osaic Wealth, Inc. from 2024 onward. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets with a team of five advisors and offers tailored portfolios with continuous supervision, discretionary management, and consulting options.

Michael Romero is a financial advisor with Wealth Management Advisors RIA, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wealth Management Advisors, Inc. since 2001 and was with DMK Advisor Group, Inc. from 2011 to 2021. Outside of advising, he manages a small property business in Greeley, Colorado. Wealth Management Advisors RIA, Inc. serves individual and high-net-worth clients as well as small businesses, offering discretionary and non-discretionary asset management, financial planning, and annuity management. The firm tailors investment recommendations using fundamental, technical, and charting analysis with a focus on mutual funds and ETFs, and it employs a due-diligence process for third-party managers when utilized.

Jesse Eves is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Eves&Haines Wealth Management since 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves&Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm emphasizes strategic asset allocation using ETFs, value equities, and fixed income, alongside specialty municipal and high-yield bond portfolios and ETF strategies based on technical analysis.

Austin Gunsauls is a financial advisor at Cosner Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and Della Parola. Outside of his advisory role, he occasionally assists with a landscaping business during the summer months. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets across over 600 client relationships, offering discretionary portfolio management as well as hourly or flat-fee planning options.

Diane Alexander is a Series 66 credentialed financial advisor with over 24 years of industry experience. She is affiliated with Wealth Advisors Network, Inc. and Cambridge Investment Research, and also serves as treasurer for the nonprofit Success Foundation. Additionally, she holds the role of president at a family corporation, D&D Bigge Inc. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with financial planning, emphasizing diversification and active management through various investment vehicles and model portfolios aligned with client risk profiles.

Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.

Erika Agard is a CFP® professional with 11 years of industry experience, currently with Aptus Financial, LLC. Her prior experience includes roles at LPL Financial LLC, Ryan Yoder, and Northwestern Mutual. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing and client education through structured reviews, newsletters, and educational programs.

Donna Dodrill is a financial advisor at Future Capital Management Inc. with one year of industry experience. She holds a Series 65 designation and also works as a real estate broker associate at Cobalt Realty, LTD, where she assists with brokering real estate transactions. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, tactical asset allocation approach through discretionary management and proprietary model portfolios overseen by an internal Investment Committee.

Kristina Miller is a financial advisor at CFO4Life with 7 years of industry experience. She holds the ChFC® designation and Series 66 license. Kristina has worked at Ausdal Financial Partners, INC since 2018 and has been with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models using equities, fixed income, and alternative investments, and employs mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to client objectives.

Philip Neville is a financial advisor with Wealth Advisors Network, Inc. in Greeley, Colorado, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Cambridge Investment Research, Inc. and Wealth Advisors Nebraska, Inc., and he has served as a trustee for multiple family irrevocable trusts. Outside of his advisory work, Neville is involved in nonprofit organizations, serving as treasurer for the Pelican's Nest Homeowner's Association, Poudre River Trail Corridor, Inc., and First United Methodist Church of Windsor. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm employs a diversified, actively managed investment approach using various securities and maintains model portfolios tailored by account size and risk profile.

James Rankin is a financial advisor with CL Wealth Management LLC in Greeley, CO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with multiple firms, including Wilbanks Securities, Leading Edge Financial Group, and Cabot Lodge Securities. Outside of his advisory role, Rankin is a certified whitewater kayak instructor and operates Next Level Whitewater, providing lessons to paddlers. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Kenneth Dyer is a financial advisor with ON Investment Management Company in Greeley, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at The O.N. Equity Sales Company since 2003. Outside of advisory services, he is president of WRA Building Corporation, a public charter school organization, and owns a separate business involved in health and long-term care insurance sales. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm uses a dual-registration model combining broker-dealer activity with advisory services and manages client accounts through a mix of discretionary and non-discretionary relationships.

Phillip Maltzahn is a financial advisor at Wealth Management with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Phillip has worked at Wealth Management, LLC since 2007 and previously at Almquist, Maltzahn, Galloway & Luth Pc for 27 years. Outside of his advisory role, he serves as Secretary and Treasurer for Millennia Home Source, Inc., where he handles accounting and tax return preparation. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach using passively managed mutual funds and ETFs.

Todd Whitmore is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Whitmore has held roles at Solid Financial Strategies, Packerland Brokerage Services, Inc., Whitmore Financial, and operates as a notary public in Colorado. He is also involved with American Family Estate Preservation, Inc., which offers estate preservation and planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management, offering access to various managed account solutions and routinely monitoring third-party managers.

Mary Hall is a financial advisor with Ausdal Financial Partners, Inc. in Greeley, Colorado, holding a Series 66 credential and bringing 29 years of industry experience. She has been with Ausdal since 2011 and has also managed property and operated a fitness club as a group fitness instructor outside of her advisory role. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across various asset classes.

James Raine is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at DFPG Investments, Inc., Questar Capital Corporation, and Principal Life Insurance. He is also a partner in Rocky Mountain Wealth Advisors and serves as an insurance agent with Financial Foundations Insurance & Investments LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a wide range of portfolio management and consulting services tailored to client goals and risk tolerance.

Stephen Patterson II is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® and Series 63 designations and 15 years of industry experience. His prior roles include positions at The Leaders Group, Inc., BFC Planning, Inc., Securities Management and Research, Inc., and American National Insurance Company. He is a partner in Rocky Mountain Wealth Advisors, an investment management and advisory business based in Windsor, Colorado. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and a broad array of investment instruments and strategies.