Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.

Toni Noto is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Noto worked at Raymond James & Associates from 2013 to 2021. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm builds Financial Profiles and Investment Plans with clients and employs a range of investment vehicles and strategies, including mutual funds, ETFs, stocks, fixed income, and ESG analysis.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Her background includes roles outside finance, such as positions at the Inn at Pleasant Lake and the University of Vermont. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs diversified portfolios that blend passive and active strategies and manages a substantial portion of assets through its wrap fee program.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Lindsey Michel is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Independent Financial Partners, and Western Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment approaches.

Joseph Sturniolo is a financial advisor with Geneos Wealth Management, Inc. in Boulder, CO, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has managed his own practice, Joseph S. Sturniolo & Associates, Inc., for over 20 years. Outside of advising, he is also an artist. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a variety of investment strategies including discretionary and non-discretionary account supervision across multiple platforms.

Frank Oliver III is a Series 65-licensed advisor at Creativeone Wealth, LLC with seven years of industry experience. He has worked with Oliver Asset Management and Change Path, LLC since 2019 and previously spent 17 years at Oliver Financial Group. Outside of his advisory work, he serves as president of Oliver Asset Management, a non-investment related business. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of proprietary models and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

John Young is a financial advisor at Ascentis Independent Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services Advisors, Inc. and Golden State Equity Partners. Outside of advising, he is the owner of John R. Young Capital Management Inc. and is involved in enrolling clients in HSA accounts. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment strategies that include discretionary management, third-party managers, and alternative investments.

Peter Ruh is a financial advisor at Secure Asset Management, L.L.C. in Boulder, CO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors LLC and RFG Advisory, LLC. Ruh is also the owner and founder of BlueBird Advisory, an investment-related business. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and focuses on individuals rather than traditional corporate clients.

Eric Barr is a financial advisor at Signal Advisors Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Geowealth Management LLC and other advisory firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Katherine Spines is a financial advisor at Advisors Capital Management, LLC with 27 years of industry experience. She was previously the owner and CEO of HCM Investors, Inc. in Boulder, CO, a state-registered RIA that is currently being wound down as its clients transition to Advisors Capital Management. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, combining top-down macro analysis with bottom-up security selection.

Matthew Pyle is a financial advisor at Mission Wealth Management, LP, with one year of industry experience. He holds a Series 65 designation and has previously worked at Diversified Asset Management and served in academic roles at the University of Southern California and the University of Utah. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments. The firm offers tiered service models and emphasizes discretionary portfolio management alongside financial planning and consulting.

Ian Wymore is a CFP® professional with 13 years of experience in financial advising. He currently works at Compound Planning, Inc. and has previously held roles at Empower Advisory Group, Personal Capital Advisors Corporation, and Morgan Stanley. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both Direct Investment Management and a Turnkey Asset Management Program that includes alternatives such as private REITs and private credit.

Brycen Coward is a CFA® charterholder with four years of industry experience. He is currently with Meridian Wealth Management, LLC and previously worked at Lido Advisors, LLC and Knowledge Leaders Capital. Brycen is based in Boulder, CO. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services, using a combination of fundamental and technical analysis alongside diverse investment vehicles.

Ryan Croy is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Flagstaff House, and Wells Fargo Clearing. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, and manages approximately $13 billion in client assets.

Kristen O'Brien is a financial advisor at CORDA Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining CORDA, she worked at Mercer Global Advisors Inc. from 2023 to 2024 and spent eight years at Charles Schwab & Co. and Charles Schwab Bank. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm serves individuals, including high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning document services.

Drew Frank is a CFP® certificant and financial advisor at Wedmont Private Capital with one year of industry experience. Prior to joining Wedmont, he held roles at Diversified Asset Management, Leeds School of Business at the University of Colorado, Boulder, and was involved with nonprofit work. Outside of financial advising, Frank worked with Wheelie Works Bike, indicating involvement in entrepreneurial or community-oriented activities. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm follows a primarily passive investment approach based on modern portfolio theory, using low-cost index funds and periodic rebalancing, while also employing outside managers for tailored mandates and select long/short direct indexing strategies.

Robert Pyle is a CFP® and CFA® with 27 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2025, following a 29-year tenure at Diversified Asset Management, Inc. Based in Boulder, CO, he is involved in several property management ventures outside of his advisory work. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term investment strategies utilizing a broad range of assets including ETFs, mutual funds, alternatives, and third-party sub-advisors, while offering services such as tax-aware trading, cross-border planning, and ERISA fiduciary support.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His previous roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

James Teegarden is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served in various advisory roles across multiple firms, including Madison Avenue Securities and Lion Street Financial, and is the CEO of Impact Wealth, LLC, a firm focused on financial planning and insurance services. Teegarden is also a board member of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market strategy, and offers customized portfolio management through discretionary or model-based allocations.