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.

Gene Bergmeier is a financial advisor at Thrive Financial Management with three years of industry experience. He holds a Series 65 designation and has worked at Odyssey Systems and Lockheed Martin. In addition to his advisory role, he has maintained involvement with Sweet Investments, Inc. for over two decades. Thrive Financial Management is an independent, single-advisor firm serving individuals across various professions, including professionals, executives, entrepreneurs, retirees, and small business owners. The firm offers discretionary portfolio management and fee-only financial planning, emphasizing a largely passive investment strategy centered on indexed mutual funds and ETFs, with some allocation to sector funds and individual equities.

Bradley Garland is the sole advisor at Skyrise Financial, an independent firm based in Larkspur, Colorado. He holds a Series 65 designation and has over 20 years of professional experience, including two decades leading a cybersecurity consulting business, Definitive Computer Services, Inc. Prior to founding Skyrise Financial in 2025, he retired briefly from the industry. Skyrise Financial provides discretionary investment management alongside financial planning services for individuals, retirement accounts, trusts, and business clients. The firm employs an investment approach based on Modern Portfolio Theory, utilizing a combination of passive and active ETFs and third-party model portfolios, while offering both planning-only and combined planning and management engagements.

Troy Harting is the founder of Harting Financial, LLC and holds a Series 65 designation. He has 10 years of prior experience serving in the United States Air Force before establishing his advisory practice in 2025. Harting Financial provides financial planning, investment advice, retirement advice, and financial literacy education to individuals, families, non-profits, trusts, estates, charitable organizations, corporations, and other organizational clients. The firm operates as a fee-only, advice-only registered adviser, offering limited-scope portfolio recommendations and written financial plans billed on an hourly or fixed-fee basis, with an investment approach focused on long-term, tax-efficient buy-and-hold strategies using low-cost indexed or passive funds.

Ronald Bristol is a financial advisor at Advanced Wealth Advice with 17 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management, among other firms. In addition to his advisory role, he is an independent insurance agent. Advanced Wealth Advice provides discretionary investment management and limited financial planning services to individual and high-net-worth clients. The firm uses a combination of passive and active investment vehicles based on Modern Portfolio Theory and proprietary asset-allocation models.

Gage Deyoung is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Prudent Wealthcare since 2015. He is also a licensed insurance agent and provides insurance products and services independently in Aurora, CO. Prudent Wealthcare offers comprehensive financial planning and retirement-plan advice to individual and high-net-worth clients, focusing on a passive, diversified asset-allocation strategy with an emphasis on ETFs, mutual funds, and fixed income instruments. The firm provides customized planning and implementation consultation without discretionary portfolio management or custody of client assets.

Richard Arzaga is a CFP® professional with 21 years of industry experience. He is the principal of The Real Estate Whisperer® (Whisper EDU, LLC) and has worked in various financial and educational roles, including positions at LPL Financial and Cornerstone Wealth Management. He also serves as an adjunct professor at the University of California, Berkeley, teaching Certified Financial Planning qualifying coursework. The Real Estate Whisperer® serves high-net-worth individuals and families, focusing on clients with long-term real estate investments. The firm offers financial planning and consulting services, utilizing proprietary tools to model cash flows and evaluate real estate performance without managing client assets or accounts.

John Eckersley is the sole advisor and managing member of SimpliciFi, LLC, an independent financial advisory firm. He holds a Series 65 credential and has four years of industry experience, with prior roles including positions at Wells Fargo Bank and tax-preparation work under Calming Cove LLC and H&R Block. He maintains a long-standing involvement with the Human Environmental Animal Team, an activity outside his advisory practice. SimpliciFi, LLC serves individuals, high-net-worth clients, trusts, estates, and businesses through discretionary and non-discretionary investment management and financial planning. The firm constructs portfolios mainly from diversified mutual funds and ETFs, employing fundamental, technical, and cyclical analysis with an emphasis on tax efficiency, and typically manages a limited client base with tailored Investment Policy Statements.

Shayne Momber is a financial advisor at Arkenstone Financial, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Arkenstone Financial since 2014. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management through a wrap-fee program, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and uses a discretionary investment management approach combining asset allocation with fundamental and technical analysis across various investment vehicles.

Shane Squibb is a CFP® professional with 28 years of industry experience, currently serving at Modern Financial Asset Management, LLC since 2022. His prior experience includes roles at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory duties, he is a managing member and licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management serves individuals, pension plans, charities, and businesses, managing approximately $35 million in discretionary assets. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a tactical asset-allocation approach and third-party model portfolios.

Brent Sabati is a financial advisor at Modern Financial with eight years of industry experience and holds a Series 65 designation. He has worked at several firms including Mutual of Omaha, Securities America, and Northwestern Mutual. Outside of advising, he serves on the boards of multiple nonprofits and contributes to digital curriculum development for ENT Credit Union. Modern Financial Asset Management, LLC manages about $35 million in discretionary assets for individual, institutional, and nonprofit clients. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning, and incorporates third-party model portfolios and sub-advisory services.

Earl Vaughn III is a CFP® professional with 14 years of industry experience, currently serving at Advenire Wealth Management in Colorado Springs, CO. His prior experience includes roles at Bauer Wealth Management, Altruistic Investing, and Strategic Financial Partners. Advenire Wealth Management offers wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals, families, and small businesses. The firm emphasizes strategic asset allocation and long-term, asset-class-driven portfolios using a variety of investment vehicles, along with specialized solutions such as private funds and real estate consulting.

Paul Lundeen is a financial advisor with Arkenstone Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Arkenstone Financial since 2001 and also holds a leadership role as chairman at Alpine Freedom, LLC. Arkenstone Financial serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and delivers tailored investment strategies through a wrap-fee program using a variety of investment vehicles.

Lauren Fortier is a CFP® professional with 11 years of industry experience. She has worked at Amara Financial, LLC since 2020, following previous roles at Brio Financial Group and Ameriprise Financial Services. Fortier holds a Series 66 license. Amara Financial, LLC serves individuals, including high-net-worth clients, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed primarily with ETFs and mutual funds.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

Karley Fidani is a financial advisor at Fidelis Wealth Advisors and holds a Series 65 designation. She has two years of industry experience and has been with Fidelis Wealth Advisors since 2022. Prior to her current role, she worked at Club Pilates for one year. Fidelis Wealth Advisors is a five-person team managing approximately $210 million in client assets. The firm serves individuals, pension and profit-sharing plans, retirement plans, trusts, estates, charitable organizations, and corporations, using an asset-allocation driven investment approach that incorporates modern portfolio theory, fundamental and quantitative analysis, and technical inputs.

Michael Carrico is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Financial Action, Inc. He has previously worked at Howe And Rusling, Inc., Empower Advisory Group, Empower Financial Services, Inc., and T Rowe Price. Financial Action, Inc. is an SEC-registered investment adviser offering investment management, financial planning, and retirement plan services to individuals, families, trusts, retirement plans, and corporations. The firm manages portfolios primarily in equities, fixed income, mutual funds, and ETFs, emphasizing long-term holdings and periodic rebalancing.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Brandon Ridenour is a financial advisor at Financial Action, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kassira Wealth Management LLC and T. Rowe Price. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Christopher Reed is a financial advisor at Financial Action, Inc. in Monument, Colorado, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Financial Action, Inc. since 2006. Outside his advisory role, he owns Paragon Capital, LLC, and has ownership in Raton Gas Transmission, a utilities business. Financial Action, Inc. serves individual investors, families, and defined contribution plan participants by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.