Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a CFP® professional with 25 years of industry experience, operating as the sole advisor at Sohum Financial Planning, LLC. Her prior experience includes roles at MRW Financial Brokerage General Agency, Innovation Partners LLC, and MSI Financial Service, Inc. She is also the owner and CEO of Sohum Mountain Ranch LLC. Sohum Financial Planning LLC is an independent, single-advisor firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm customizes investment strategies based on client goals and risk tolerance, employing fundamental and technical analysis alongside Monte Carlo planning techniques.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor with Gorham Wealth Management, LLC in Golden, Colorado. He holds the ChFC® designation and a Series 65 license, with 17 years of industry experience. In addition to his advisory role since 2011, he has worked as an airline pilot for United Airlines since 1990. Gorham Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management through an Envestnet wrap program and delivers financial plans on a one-time or ongoing basis, focusing on client goals through documented investment policy statements and a combination of fundamental and technical analysis.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Laurie Tinnell is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has been with Moseley Investment Management, Inc. since 2016 and previously worked for Bradenton Country Club for 12 years. Outside of her advisory role, she serves as a general partner managing a family stock portfolio and acts as trustee for a family estate. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm employs fundamental analysis to construct portfolios with a mix of individual securities, ETFs, mutual funds, and bonds, and is notable for its use of option strategies and integrated management of held-away accounts.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Isaac White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank, First Citizens Investor Services, and Fidelity Investments. Outside of his advisory work, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he participates on the board of directors. Motley Fool Wealth Management offers discretionary portfolio management and financial planning services to individuals, trusts, business entities, and retirement plans, while also supporting institutional clients through model portfolio delivery. The firm integrates research from The Motley Fool group and provides both retail managed accounts and model licensing to institutions.

Frederick Churchley III is a financial advisor at ValMark Advisers, Inc. with 51 years of industry experience. He holds the Series 63 designation and has been with ValMark Advisers since 2003. Prior to that, he worked at Lincoln Financial Advisors Corporation beginning in 1998. Outside of his advisory work, Churchley serves as Executive Director of the Mountain Resource Center, a community resource for struggling families, and also engages in disability and long-term care insurance sales. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party investment platforms.

Randolph Dorcey is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Retirement Income Source SW Florida and Dorcey and Associates. Outside of his advisory role, he owns Dorcey Financial LLC, a dormant entity. Sound Income Strategies is an enterprise investment adviser managing approximately $4 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, and emphasizes fixed-income analysis combined with equity fundamental and technical review to construct customized managed portfolios.

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Inland Securities Corporation for 15 years. He is also a co-founder and director of Sequent Real Estate + Wealth Management, a firm specializing in securitized real estate transactions and wealth management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Bryce Johnson is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coretactic Strategies LLC, Private Client Wealth Advisors, LLC, and operated his own firm, Bryce Johnson Investment Advising LLC. Johnson serves as a board trustee for Denver Academy and is a director of the Carson Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, and educational workshops, emphasizing customized portfolio construction across various investment strategies.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC and holds the ChFC® designation and Series 63 license. He has nine years of industry experience, including prior roles at TD Ameritrade and involvement with Canvas Financial/Boom Planning and Corfee & Associates/Unbridled Wealth. Outside of his advisory work, he is active as a life insurance agent with Corfee & Associates/Unbridled Wealth and in wealth management through Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Ameritas Life Insurance Corp since 2017. Corfee also operates his own advisory business, Corfee & Associates, which provides financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Stark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Clark Brothers Investments, Sigma Financial Corporation, and Wells Fargo Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary guidance to a large client base.

Sylvia Drury is a financial advisor with Lincoln Investment in Evergreen, CO, holding a Series 63 designation and bringing 35 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1999 and has prior experience with MetLife Resources beginning in 1990. Outside of her advisory role, she is also licensed as an insurance agent, focusing on insurance products including fixed indexed annuities and long-term care. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice.

Gary Drury is a financial advisor with Lincoln Investment in Evergreen, Colorado, holding a Series 63 license and 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, Drury has been involved with Pelicans Restaurant since 1979. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets and serving nearly 900 advisors. The firm offers services to individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, providing a range of financial planning, portfolio management, and brokerage and insurance products.

Erin Larney Themig is a CFP® professional with 22 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has worked at Commonwealth and Azimuth Wealth Management since 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.