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.

Max Valenta is a CFP® with three years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. Prior to joining Concurrent, he worked at Morgan Stanley for four years and has experience in media-related roles at Fox Sports and Fox News. Outside of financial services, Valenta has been involved in entrepreneurial ventures, including running a barbecue business and a reselling operation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Elias Park is a financial advisor at McAdam LLC in Westminster, CO, with eight years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining McAdam, he worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. He is also the Director of Financial Planning at RETIREUS, a marketing firm. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth clients. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with services tailored to client objectives.

Collin Metscher is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Sunbelt, he worked at NIMBL and alongside his advisory role, he is involved with Infinite Outdoors, LLC, a hunting and fishing platform company, focusing on marketing and sales. Sunbelt Securities, Inc. provides investment advisory services to individual and institutional clients through a network of representatives. The firm offers a flexible investment approach that includes discretionary portfolio management within its wrap-fee program, standalone financial planning, and referrals to third-party managers.

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.

John Wilmer is a CFP® professional at Grimes & Company with five years of industry experience. Prior to joining Grimes & Company in 2026, he worked at Fidelity Investments for five years. His background also includes roles in education and fitness instruction. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, utilizing a broad range of asset types and occasionally implementing options and margin strategies.

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® 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.

Bryant Malloy is a CFP® professional at Facet with nine years of industry experience. He has worked at Facet Wealth since 2021 and also at CUSO Financial Services, LP since 2017. Prior to that, he was with Elevations Credit Union from 2014 to 2021. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while utilizing a flat subscription fee rather than percentage-of-assets charges.

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.

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.

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.

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.