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.

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.

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.

Addison Freedle is a financial advisor at Sunbelt Securities, Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Sunbelt Securities, Freedle held positions at RBC Wealth Management and UGG. Outside of finance, Freedle has experience with the Loveland Volleyball Club. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Bethany Alas is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Crimson Resource Management Corp, Transamerica Financial Advisors, Inc., Alas Financial Corporation, World Financial Group, Inc., and ONDRISH and ASSOCIATES, P.C. Outside of advising, she works as a senior revenue accountant in the oil and gas industry, handling data analysis and revenue distribution. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms. The firm supports individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

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.

Heidi Halus is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Eagle Strategies since 2014 and New York Life since 2001. Halus serves as an instructor at Colorado Free University, teaching courses on Women & Finance and positive thinking. She is also a board member of the UCCS Accounting & Finance Advisory Board and engages in speaking engagements for various community and business groups. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Erica Hinrichs is a financial advisor at Integrated Wealth Concepts LLC in Westminster, CO, with 13 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 27 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach and customized portfolios that include mutual funds, ETFs, equities, and fixed income.

David Shuler is a financial advisor with Eagle Strategies (NY Life) based in Thornton, CO, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2007. Outside of his advisory work, Shuler serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and specialized relationships with institutional plan sponsors.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party investment solutions.

Paula Mcmanus is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Kestra Advisory since 2016. She has also been involved with Kestra Investment Services, LLC since 2013 and owns McManus Wealth Building and Management, a business focused on registered representative activities and insurance services in Louisville, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

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.

Kevin Schmeits is a financial advisor at Creative Planning with eight years of industry experience. He holds the Series 65 designation and has worked with Creative Planning Institutional Advisors since 2017, as well as Sageview Advisory Group prior to that. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

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.

Paola Santos is a Series 65 licensed advisor with 23 years of industry experience. She is currently with Creative Planning, where she has worked since 2021. Her prior experience includes roles at Lockton Investment Advisors, BOF Financial, Standard Retirement Services, and StanCorp affiliates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.