Erik Morin is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively with Northwestern Mutual entities since 2016, including Northwestern Mutual Wealth Management Company. Kingstone Capital Partners Texas, LLC offers discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm combines bottom-up fundamental analysis with a top-down overlay and uses both direct equity holdings and ETFs, occasionally employing derivatives and quantitative risk controls as part of its investment approach.

Christopher Damen is a financial advisor at Cross State Financial Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2017, with prior experience at Crown Capital Securities, L.P. and Wilbanks Securities, Inc. In addition to his advisory role, Damen is also licensed as an insurance agent involved in life, accident, health, and variable annuities sales. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm employs a combination of fundamental analysis and tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Amanda Arthur is a financial advisor at Heirloom Wealth Management LLC in Greenwood Village, CO, with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Heirloom Wealth Management since 2019, following prior roles at Creighton Retirement Partners and Kestra Financial Services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion in assets. The firm employs a goal-based planning process and discretionary investment management across various asset classes while offering complementary tax-related services through its affiliated Heirloom Tax Solutions.

Lowell Hansen is a CFP® professional with 19 years of experience in the financial industry. He has been with Schaefer Financial Management, Inc. since 2005. The firm provides comprehensive financial planning, investment management, and insurance-implementation services to individuals as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. Schaefer emphasizes long-term, asset-allocation strategies with a non-discretionary approach, focusing on tax-sensitive rebalancing and customized implementation options.

Patrick Rudy is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at JPL Wealth Management, LLC, where he has been since 2023. Prior to this, he held positions at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management serves individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages approximately $588 million in assets on a discretionary basis, using a diversified investment approach that incorporates ETFs, individual securities, mutual funds, independent managers, and alternative vehicles, with portfolios tailored to client risk profiles and monitored regularly.

Brandon Bineau is a CFP® with eight years of industry experience, currently serving as an advisor at OWL Creek Wealth Partners. His prior roles include positions at Moneta Group Investment Advisors, CapFinancial Partners LLC (CAPTRUST), JP Morgan Chase Bank, and Charles Schwab. OWL Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a top-down, macroeconomic asset-allocation approach to create customized portfolios and employs AI and machine-learning tools to enhance reporting and workflow automation.

Camaron Barta is a CFP® professional with nine years of industry experience, currently serving as an advisor at BXM Wealth LLC. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab from 2016 to 2024. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients. The firm employs a blended investment approach combining passive core strategies with active tactical overlays and uses options strategies, tax-loss harvesting, and both discretionary and non-discretionary management.

Christopher Meyer is a financial advisor with Tandem Financial, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Innovest Portfolio Solutions and Meritor Capital, LLC before joining Tandem Financial. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management along with integrated financial planning. The firm employs diversified asset allocation and a range of investment strategies, including fundamental and technical analyses, and maintains a formal retirement-plan practice with ERISA advisory services.

Leslie Garske is a financial advisor at Traction Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms including AE Wealth Management and AXA Advisors. In addition to her advisory role, Garske owns and operates Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning services. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using primarily ETFs and coordinates comprehensive financial and estate planning through client interviews and collaboration with outside professionals.

John Mccarthy is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and at Parsonex Advisory Services since 2016. Outside of advisory roles, he serves as a travel director for an educational program supporting the bleeding disorders community. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and emphasizes ongoing monitoring and annual reviews of discretionary managed accounts.

Ryan Mc Namee is a Series 65-licensed advisor at Traction Financial Partners with two years of industry experience. He has previously worked at Connor Group CX, RSM, LLP, Grant Thornton, LLP, and Miller Consulting Group. Outside of advisory work, he is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a core-satellite investment approach and focuses on client education and retirement plan participant workshops, using tools such as the Snug platform for estate planning coordination.

Chad Greenberg is a financial advisor at Intelligence Driven Advisers, LLC with 17 years of industry experience. He holds the PFS™ and Series 63 designations and manages a CPA firm, Navigate Tax & Accounting Advisors LLC, where he serves as owner. His prior experience includes roles at Navigate Wealth Management, Geneos Wealth Management, Echelon Energy, and 361 Capital. Intelligence Driven Advisers is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm employs an investment process overseen by an Investment Committee using primarily low-cost institutional funds and ETFs, with additional strategies such as alternatives and options when appropriate.

Craig Brooks is a financial advisor at Future Capital Management Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance. Brooks serves on the finance board of Mission Hills Church, where he reviews financial reports. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension plans, trusts, and other entities. The firm offers discretionary, fee-based investment management through a wrap-fee program, proprietary model portfolios, financial planning, and insurance and tax-preparation services, employing an active, tactical asset allocation approach overseen by an internal Investment Committee.

Shane Callahan is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Future Capital Management Inc., where he has worked since 2024. Prior to this, he was with Sigma Planning Corporation for five years and has held positions at Parsonex Advisory Services, Inc. and Equitable Advisors. Outside of his advisory work, he serves as managing member of Endurance Wealth Planning LLC, focusing on insurance production activities. Future Capital Management provides fee-based advisory services to individual investors, retirement plans, trusts, estates, corporations, and other advisers. The firm employs an active, tactical asset allocation strategy using proprietary model portfolios and discretionary management, delivering services through a wrap fee program and offering additional solutions including insurance products and third-party managers.

Justin Kohnke is a financial advisor at Future Capital Management Inc. in Castle Rock, CO, with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-owner of Countertop Concepts Co., a business specializing in the sales and installation of high-end stone countertops, and Driven Media LLC, which provides website design and maintenance services. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team that serves individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, utilizing active, tactical asset allocation guided by an internal Investment Committee.

Louis Patierno Jr. is a CFP® and ChFC® with 34 years of experience in financial advisory. He is currently with Peak Planning Group, LLC, where he has worked since 2017, and previously held positions at Kingswood Capital Partners, LLC and Raymond James Financial. Outside of advisory work, he is involved with Attorneyterm.com, an insurance sales business he has operated since 2011. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million using a primarily long-term, fundamentals-based approach with diversified portfolios of mutual funds, ETFs, and individual securities.

Gabriel Pardue is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC, based in Greenwood Village, CO. He has one year of industry experience and previously worked at Adamic Ranch, Fifth Third Bancorp, and Chevron. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and strategic portfolio allocations.

William Coughlin is a financial advisor at Alpha Capital Family Office, LLC with 12 years of industry experience. He has previously worked at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. He serves as an uncompensated board director for the AbleLight Foundation, a nonprofit that provides fiduciary guidance. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, offering investment management alongside comprehensive family office and wealth advisory services. The firm provides discretionary portfolio management with regular reviews, engages third-party sub-advisers when appropriate, and coordinates estate, tax, and cash-flow planning.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.