Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including prior roles at Adasina Social Capital, Better World Investments, and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, combining ESG analysis with traditional asset allocation and offers a range of portfolio management and consulting services.

Julia Buff is a financial advisor at Cetera with six years of industry experience. She has worked at Cetera since 2021 and previously was with Voya Financial Advisors from 2019 to 2021. Outside of her advisory role, she has been involved in teaching dance and supporting social-emotional development as a substitute teacher at Battle Rock Charter School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its platform.

Elizabeth Weber is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at Edward Jones and Kinder Morgan. Outside of her advisory role, she is involved in managing rental real estate properties with her husband. 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, utilizing firm research and modeling tools to develop tailored recommendations.