Mark Culver is a financial advisor with Concurrent Investment Advisors, LLC in Longmont, CO, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. Prior to joining Concurrent in 2025, he was affiliated with Legacy Private Wealth Partners and operated Culver Investment Company, LLC since 1997, as well as Culver Retirement Plan Services, Inc. He is the owner of a support company related to his advisory business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by due diligence and operational tools, with notable sub-advisory arrangements and platform integrations.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Global View Capital Advisors, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Expana, FastMarkets, and Widespread Holdings. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment methods using an algorithmic research platform and offers a range of managed account options including SMA, mutual funds, ETFs, and third-party manager access.

James Teegarden is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Madison Avenue Securities, Lion Street Financial, and Cetera Advisors LLC. He is also CEO of Impact Wealth, LLC, a financial planning and insurance firm, and serves on the board of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical investment process with an emphasis on relative strength, offering discretionary and model-based portfolio management through a large network of independent advisor representatives.

Branden Bunch is a financial advisor at Invst, LLC with eight years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Invst in 2018, he operated his own firm, Branden G. Bunch, Inc., for ten years. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

Nipapan Rosenblum is a financial advisor with Western Wealth Management LLC in Boulder, CO, holding the Series 66 designation and possessing 14 years of industry experience. She has been with Western Wealth Management since 2016 and has been affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure allowing advisors to operate under separate business names, offering a range of portfolio management and consulting services supported by proprietary and third-party investment models.

Andrew Landsman is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the Series 65 designation and has worked with Hoxton Wealth USA LLC, Beacon Global Advisors, and CenturyLink. Landsman manages wealth for cross-border, multinational, and U.S. expatriate clients. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services. The firm specializes in tailored portfolios combining third-party managed models, mutual funds, ETFs, equities, and fixed income, with a notable focus on pension transfers for U.K. nationals.

Alan Scher is a financial advisor with Financial Gravity Family Office Services, LLC in Boulder, CO, holding a Series 65 credential and two years of industry experience. He is also a partner and Director of Tax and Accounting at Scher Group, PLLC, where he has worked since 2005, and serves as Vice President of Operations at Advanced Marketing Strategies, LLC, a management and accounting services firm. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often works with third-party sub-advisors, overseeing implementation and ongoing client monitoring.

Joseph Devorak IV is a financial advisor at Compound Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Personal Capital Advisors Corporation and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations and utilizes third-party sub-advisors and technology partnerships to provide a range of investment strategies and specialized solutions.

David Richey is a financial advisor with Western Wealth Management LLC in Boulder, CO, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Western Wealth Management since 2016 and previously spent 15 years at CUNA Brokerage Services, Inc. His other business activities include operating David E. Richey, Inc. as an investment-related entity. Western Wealth Management serves individuals—including high-net-worth clients—as well as corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing firm-designed and third-party model portfolios across various strategies.

Julia Thayer is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 credential and based in Boulder, CO. She has less than one year of industry experience. Prior to her advisory role, she worked in the restaurant industry for several years. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis investment process with a relative strength emphasis, customizing portfolios using discretionary management or model-based allocations.

Joshua Hattig is a CFP® professional with 28 years of industry experience. He is currently affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has operated his own financial planning and insurance advisory business, Hattig Financial, since 2014. Hattig is president of Hattig Financial Co., where he provides financial planning, life and health insurance, and long-term care insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Shannon Lynch is a CFP® with 14 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Prior to that, Lynch held roles at Empower Advisory Group and Personal Capital advisors. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment process uses customized, risk-based allocations and integrates third-party sub-advisors and technology partnerships to provide diversified, tax-aware strategies.

Matthew Wilson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2019. Prior to this, he worked for Capital Financial Services for 10 years. Outside of his advisory role, he is president and owner of a CPA consulting practice and co-owner of a battery leasing company focused on solar storage solutions. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset types.

Deidre Farrell is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Based in Louisville, Colorado, Farrell's career has been dedicated to serving clients through these affiliated firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. The firm’s approach separates planning from managed-account services and provides clients with flexible engagement options.

Michael Sutter is a financial advisor at The London Company of Virginia with 26 years of industry experience. He holds Series 63 and Series 65 licenses and joined his current firm in 2022. Prior to that, he worked for Columbia Threadneedle Investments from 2017 to 2021. The London Company of Virginia provides discretionary portfolio management to both individual and institutional clients through various channels, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity strategy focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

John Sukovaty is a financial advisor at SPC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Edward Jones, Transamerica Capital Inc, and Parkland Securities LLC. Outside of his advisory role, he owns Suko Financial Group, LLC, under which he sells non-variable insurance products and fixed annuities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Ryan Mason is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He currently serves as an advisor at Independent Advisor Alliance, LLC and is also affiliated with LPL Financial. Prior to these roles, he worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2009 to 2020. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by technology platforms and a network of advisory representatives.

Debra Anderson is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Principal Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christina Martinez is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and currently serves as Vice President and CFO of Strategic Wealth Holdings, Inc., where she manages a branch office that rents conference space to local legal professionals. Martinez has also been involved with various community and economic education organizations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model suites and third-party managers to provide discretionary and non-discretionary investment programs.

David Thorne is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and maintains a concurrent affiliation with LPL Financial dating back to 2009. Thorne also co-trustees a family trust and operates an independent insurance agency specializing in fixed insurance products. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.