Amy Bertle is a CFP® professional affiliated with Allworth Financial, L.P. in Denver, Colorado, with 12 years of industry experience. Her prior work includes roles at Destiny Capital Corporation and Securian Financial Services, among others. Allworth Financial serves a broad client base including individual investors, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and variable annuity servicing, employing a mix of quantitative and qualitative analysis to provide customized investment strategies.

Scott Ebert is a CFP® professional with over 31 years of industry experience, currently serving at Allworth Financial, L.P. in Denver, Colorado. His career includes roles at Charles Schwab and First Western Trust, among others. Outside of his advisory work, he is a limited partner in a family LLC that manages a rental property. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing both quantitative and qualitative investment strategies through its Investment Committee.

Gretchen Mc Laughlin is a financial advisor with Allworth Financial, L.P. She holds Series 63, 65, and 66 licenses and has 15 years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services, RMB Capital Management, Wells Fargo, UBS Financial Services, Morgan Stanley, and Guggenheim Investment Advisors. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Gianna Viele is a CFP® professional at Allworth Financial, L.P. in Denver, CO, with nine years of industry experience. Her prior roles include positions at Facet Wealth, First National Bank of Omaha, Private Capital Management, and Wagner Wealth Management. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to implement customized investment strategies.