Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

Heather Klutznick is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience and has been associated with Trilogy Capital and its related entities since 1999, also working at LPL Financial since 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house and third-party model strategies and integrates advanced planning services that include budgeting, tax strategies, and real estate considerations.

Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Michael Scardaville is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Global View Capital Management in 2024, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Scardaville also serves as an insurance agent, marketing and selling life products including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning for individual, trust, corporate, and retirement plan clients. The firm’s investment approach relies on technical and quantitative methods guided by an in-house algorithmic research platform, offering model-based strategies matched to client risk profiles.

Brooks Merrifield is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Elk River Wealth Management LLC and Merrifield & Co, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Michaela Sullivan is a financial advisor at Savvy with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined nine years. She serves on the board of directors and as treasurer for the Cat Care Society, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies with tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.

Gary Starner is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Sound Income Strategies, he worked at Edward Jones and has diverse experience in various industries including automotive and insurance sales. He is also involved with Retirement Income Source, where he focuses on fixed insurance sales and client acquisition for investment advisory and insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad range of clients including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized managed portfolios alongside financial planning and ERISA plan services.

Edward Durica III is a CFA® charterholder with 13 years of industry experience. He is currently with AlphaCore Capital LLC and previously spent 21 years at Johnston & Associates, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Loren Knaster is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Curi Capital, he worked at RMB Capital Management since 2011. Outside of financial advising, he owns LBK Media, LLC and has worked as a freelance sports caster since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Theodore Kouba is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and 12 years of industry experience. His career includes roles at Thrivent Financial, Thrivent Investment Management Inc., and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he co-owns a rental property and a ski ranch rental business. Thrivent Advisor Network serves a range of clients including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers portfolio management and financial planning services, emphasizing customized asset allocations with low-cost diversified mutual funds and ETFs alongside other investment options.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

Daniel Berve is a financial advisor with Balefire, LLC and holds a Series 66 credential. He has six years of industry experience, having previously worked at Principal Securities Inc, Purshe Kaplan Sterling Investments, and Lion Street Financial among others. Outside of his advisory work, Berve serves as the head swim coach for high school teams in the Aurora and Cherry Creek school districts. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach utilizing multiple asset types and third-party models, providing discretionary portfolio management and corporate ERISA solutions across a multi-advisor platform.

Mark Brown is a CFP® with 43 years of industry experience and is currently with Modern Wealth Management, LLC. He previously worked at LPL Financial for 37 years and led Brown & Company for 17 years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related services.

Diane Zing is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes roles at LPL Financial and National Planning Corporation. She is president of Zing Financial Services LLC, a home-based business entity used for tax and investment purposes. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial coaching, and limited-scope consulting. The firm uses a risk-based, diversified asset allocation framework with both in-house and third-party strategies, incorporating fundamental and technical analysis and non-traditional instruments when suitable.

Nicholas Freas is a financial advisor with Thrivent Advisor Network, LLC in Denver, CO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Sentinel Peak Resources and Encana Oil and Gas. Thrivent Advisor Network serves a wide range of clients, including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized asset allocations that typically emphasize low-cost diversified mutual funds and ETFs alongside other investment options.

Ian Scobie is a financial advisor at Signal Advisors Wealth, LLC in Denver, CO, holding a Series 65 designation with six years of industry experience. He has worked at Signal Advisors Wealth since 2026 and also serves as office manager at Patrick S Scobie PC, a law firm in Denver. Additionally, he is involved in insurance sales through Scobie Financial LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework.

John Panter is a financial advisor at Blueprint Financial Advisors in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan to Invest Capital Management, Inc. and CIM Securities, LLC. Outside of advising, he has a 25% ownership interest in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios combined with a proprietary strategic-and-tactical investment framework.

Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.

Matthew Wiles is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at firms such as All Season Financial Advisors, Bleakley Financial Group, and Northwestern Mutual Investment Services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.