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® 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.

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.

Jennefer Walsh is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. She has held roles at Vanderbilt Advisory Securities and Vanderbilt Securities since 2022 and has operated Walsh Financial Solutions, LLC since 2008. Prior to these positions, she worked at LPL Financial, LLC from 2003 to 2022. Walsh is also licensed to provide fixed insurance products as an insurance broker. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

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.

Daniel Smith is a CFP® with six years of industry experience, currently serving at Abacus Wealth Partners since 2022. Prior to this, he worked at The Vanguard Group, Inc. and held roles at AttainX, Randstad, Rhino Sports & Entertainment Services, and Virginia Tech. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors including private placements and illiquid 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.

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.

Elias Park is a CFP® with eight years of experience in financial advisory roles, currently with McAdam LLC. He has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Director of Financial Planning for RetireUS, a marketing business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, using a range of investment vehicles including mutual funds, ETFs, individual securities, and specialty exposures such as private funds and cryptocurrency.

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.

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.