Mark Mogle

Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Timothy Sample is a CFP®-certified financial advisor with six years of industry experience. He is the sole advisor at Sample Financial Solutions, LLC, an independent firm he has led since 2019. Prior to founding his firm, he spent twelve years at Western Union Financial Services. He also teaches part-time at a university. Sample Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate, and manages client accounts on a discretionary basis.

Theresa Kurtenbach is a CFP® professional with 24 years of experience in the financial advisory industry. She is the owner and president of Financial Solution Advisors Corp. and also serves as president of Kurtenbach & Co., P.C., a certified public accounting firm. Additionally, she is the CFO of JPK Enterprises LLC, a golf equipment sales business. Financial Solution Advisors Corp. is an independent advisory firm that serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with a core-and-satellite framework using index funds, ETFs, and selective active managers.

Chris Landry is a financial advisor at Visionary Planning & Investment, LLC in Knoxville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he is involved with Panther Trax Delivery, dedicating part of his time to this non-investment business. Visionary Planning & Investment provides financial planning, portfolio management, retirement plan advice, and rollover guidance to individuals, high-net-worth clients, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory with a buy-and-hold strategy, supplemented by fundamental and technical analyses, and offers discretionary and nondiscretionary portfolio management.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.