Lagen Mc Lachlan is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and four years of industry experience. Prior to joining Sunbelt Securities in 2022, he worked for ten years at Maxar Technologies as a software engineer in aerospace technology. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of approaches including fundamental, technical, tactical, and strategic methods, and delivers services such as standalone financial planning, wrap-fee programs, and referrals to third-party money managers.

John Young is a financial advisor at Ascentis Independent Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Golden State Equity Partners. Young is also the owner of John R. Young Capital Management Inc. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services, utilizing portfolios that include both public and private securities, with ongoing monitoring and rebalancing.

Peter Ruh is a financial advisor at Secure Asset Management, L.L.C. with 24 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Wells Fargo Advisors LLC and RFG Advisory, LLC. Ruh is also the founder of BlueBird Advisory, an investment-related insurance and securities business. Secure Asset Management 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 emphasizes individualized investment policy statements and equitable allocation of opportunities among 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.

Michael Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and has been involved with Valenta Capital Management, Inc. since 1998. Valenta also owns Valenta Capital Management, LLC, a DBA support company for his advisory business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Adam Wright is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He previously worked at Edward Jones for 11 years and was involved with Wright One Group - Sproutfitters Revolve Resale from 2024 to 2025. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Katherine Spines is a financial advisor with Advisors Capital Management, LLC in Boulder, CO, holding 26 years of industry experience. She has been the owner and CEO of HCM Investors, Inc., a state-registered RIA, since 1996 and is currently overseeing its wind-down as clients transition to Advisors Capital Management. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research, and serves a large client base through a multi-team structure.

Nathan Lehnerz is a CFP® professional at Foundations Investment Advisors LLC with four years of industry experience. His prior roles include positions at BAM Advisory Group, CreativeOne Wealth, LLC, MassMutual Life Insurance Co, and AXA Equitable. He is also involved with Alpha 1 Tax & Wealth, where he sells life insurance and annuities as part of financial planning. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches, uses model portfolios with rebalancing strategies, and offers access to structured products and alternative investments when suitable.

Thomas Kirby is a CFP® with 26 years of experience in financial services. He currently works at Facet and has previously held roles at USAA Investment Services Company, USAA Financial Planning Services, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through virtual channels and a proprietary platform. The firm emphasizes model-based asset allocations primarily using exchange-traded funds and incorporates technology-driven processes such as machine-learning algorithms for tax optimization and allocation recommendations.

Jeanette Beatty is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Earned Wealth Advisors, LLC and previously worked at Facet Wealth and CUSO Financial Services, Lp. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and advanced portfolio strategies.

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® and holds a Series 66 license with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2024 and previously held roles at Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, employing low-cost ETFs, direct indexing, and alternative strategies.

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.

Brandon Lincoln is a financial advisor with ON Investment Management CO, holding a Series 66 credential and 13 years of industry experience. He has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and Lincoln Financial Services, Inc. since 2011. Outside of investment advising, he is involved in the solicitation and service of non-registered insurance through his role with BML Financial. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a mix of discretionary and non-discretionary programs and is known for its dual-registration model involving both advisory and broker-dealer activities.

Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.

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.

Nicole Garza is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with firms including Redefine Wealth Management and Wells Fargo Advisors. Outside of advisory services, she has operated an independent insurance agency. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a mix of fundamental and quantitative strategies, often integrates third-party managers, and supports a range of advisory arrangements including performance-based compensation and private fund investments.

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 designations and has worked previously at Mercer Global Advisors Inc. and Charles Schwab & Co. from 2015 to 2023. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.

Drew Frank is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wedmont Private Capital with one year of industry experience. Prior to joining Wedmont, he worked in various roles including at Diversified Asset Management, Inc., and has been involved with nonprofit work. Outside of his advisory role, he has professional experience related to cycling businesses. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a passive, tax-aware investment approach rooted in modern portfolio theory and distinguishes itself by charging fixed advisory fees rather than percentage-based fees, while offering selective specialized strategies for qualified clients.