Nick Hubbard is a financial advisor with Colorado Financial Service Corporation, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Colorado Financial Service Corporation since 2009 and also owns Hubbard Financial, where he manages fixed annuities and life insurance sales. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with options for discretionary or non-discretionary account management.

Richard Jerome is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he owns and operates businesses that provide guided big game hunts in Montana, Argentina, and Saskatchewan, Canada. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and firm research.