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 advisory industry. He currently works at Mission Wealth Management, LP and previously spent 29 years at Diversified Asset Management, Inc. Pyle is based in Boulder, CO. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans and charitable organizations. The firm offers comprehensive wealth management, financial planning, and investment management services, employing a “total picture” approach that integrates investment, tax, trust, and risk planning tailored to client needs.

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 65 and Series 63 licenses and bringing 25 years of industry experience. He has held roles at Madison Avenue Securities, Lion Street Financial, and Cetera Advisors LLC, among others. Teegarden is also CEO of Impact Wealth, LLC, a financial planning and insurance firm, and serves as 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 investment process with a relative strength focus and offers customized portfolio management through discretionary or model-based allocations.

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.

John Wilmer is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. Before joining Grimes & Company in 2026, he worked for five years at Fidelity Investments. He has prior experience in education, including roles at the University of Colorado Colorado Springs and other academic institutions. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across a range of vehicles, including mutual funds, ETFs, and private funds.

Seth Gunderson is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Western Wealth Management since 2016, also affiliated with LPL Financial since 2014. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to multiple sponsored programs and third-party managers across a broad range of strategies.

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.

Daniel Rust is a financial advisor at KCD Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial and Strategic Alliance Investment Advisors since 2007. Rust also owns a life and long-term care insurance sales business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

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.

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® professional with 14 years of experience in the financial services industry. She is currently with Compound Planning, Inc., having joined the firm in 2024. Her prior experience includes roles at Empower Advisory Group, Personal Capital Advisors, and UBS Financial Services. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and alternative investment strategies. The firm employs a fiduciary, goals-based process that incorporates a range of investment strategies and integrates technology-driven portfolio oversight.

Matthew Wilson is a financial advisor with Ausdal Financial Partners, Inc. in Boulder, CO. He holds the CFP® designation and Series 66 license, and has 24 years of industry experience. Prior to joining Ausdal in 2019, he worked at Capital Financial Services, Merrill, and Morgan Stanley. Outside of advisory services, he is president of a CPA consulting practice and co-owner of a battery leasing company focused on solar storage. Ausdal Financial Partners serves individual and institutional clients, including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm offers a broad range of investment and financial planning services, managing approximately $3.73 billion across more than 16,000 clients.

Stacie Craddock is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. for 18 years. Craddock also owns and operates a consulting business focused on general business and RIA consulting. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm delivers investment advice and account management through a platform model utilizing third-party managers and Envestnet, offering a range of advisory programs, managed accounts, financial planning, and brokerage services.

Jennifer Parker is a Series 65-licensed advisor at Forefront with one year of industry experience. Prior to joining Forefront, she held roles at Avenne Wealth Advisors and has a background in content marketing and strategy. Forefront Wealth Partners is a team-based firm serving individual, business, and corporate clients with discretionary investment management and comprehensive financial planning. The firm employs customized portfolios and offers a range of planning services, including estate and special-needs planning.

Deidre Farrell is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2005. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while also offering access to independent managers and model portfolios.

Andrew Justice is a financial advisor at Trajan Wealth, L.L.C. with 14 years of industry experience. He previously worked at Morningstar Investment Services, Inc. for nine years before joining Trajan Wealth in 2022. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in insurance sales, working as an insurance agent during trading hours. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

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.