Mark Wren

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Mark Teerlinck is the principal advisor at Elite Wealth Management in Parker, Colorado, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avant Garde Advisors LLC and Wealthsource Partners LLC. Elite Wealth Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plan participants. The firm employs a client risk profile-driven investment approach that emphasizes broad diversification, uses portfolio analytics tools, and offers concentrated, actively managed equity strategies uncommon among independent advisers.

Roger Buswell is the principal advisor at Buswell Associates, Inc. in Castle Rock, CO, holding the CFP®, ChFC®, and Series 63 designations with 27 years of industry experience. He has operated his firm since 1995 and has been associated with Guardian Life Insurance Company since 1983. Buswell is also an insurance agency owner and licensed insurance agent. Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individuals and employer-sponsored plans. The firm constructs diversified portfolios primarily using mutual funds and occasionally annuity contracts, guided by client volatility tolerance and long-term horizons, and offers insurance-related services alongside its advisory work.

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.

Mark Shively is the sole advisor at Mark P. Shively, an independent firm based in Castle Rock, CO. He holds a Series 63 designation and has 27 years of industry experience, having worked at his own firm since 1992. Outside of his advisory role, he has served as president of the board of directors for the Castle Pines North Homeowner's Association, a volunteer civic position. His firm provides financial planning and portfolio management to individuals, couples, and families, typically using true no-load mutual funds. The investment approach is conservative and long-term, focusing on diversified, low-cost funds, tax and inflation considerations, and regular client consultation.