David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

Larry Jones is a Series 65-registered advisor at OneAscent Family Offices with one year of industry experience. He has a consulting role with Pushplay Holdings, Limited, a company specializing in donation and live streaming software, where he advises on legal matters and business strategy. He previously worked at Corepoint Health for one year. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers both discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios through individualized asset-allocation guidelines and multiple affiliated entities.

Ryan Patterson is a Series 65-licensed financial advisor at Indivisible Partners with one year of industry experience. His prior work includes roles at HSBC, Delta Air Lines, United Airlines, and consulting through DieCastRyan Consulting. He has also held academic positions at The George Washington University and Elkhorn South High School. Indivisible Partners serves individuals, personal trusts, pension and profit-sharing plans, charities, and businesses with investment advisory and financial planning services. The firm uses an open-architecture platform and a strategic asset allocation framework to deliver personalized portfolio management through active, passive, and blended strategies.

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides 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 proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Sean Kommerstad is a financial advisor with Grimes & Company, holding the ChFC® designation and Series 63 and 65 licenses. He has 10 years of industry experience, including roles at Two Rivers Capital Consulting and Invesco Advisers, Inc. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individual, institutional, trust, and municipal clients. The firm uses customized investment strategies supported by proprietary research and portfolio management tools, with a range of offerings from mutual funds and ETFs to options and alternative investments.

Cynthia Alvarez is a financial advisor at Savvy with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Centric Investment Group, Metis Wealth Management, and Wambolt & Associates. Cynthia serves on the board of the Evergreen Area Chamber of Commerce. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Isaac White is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and also works at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank and Fidelity Investments. Outside of his advisory career, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he manages scheduling, referees, and board decisions. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions across asset classes, including ESG models and tax-managed Direct Indexing.

Elizabeth Fugenschuh is a CFP® professional with 16 years of experience in financial advising. She currently works at Mutual Securities, Inc. and Intellicents Elevation LLC, and previously held roles at Geneos Wealth Management and Asset Solutions Inc. She is also a licensed insurance agent providing life, health, and disability insurance as needed by her clients. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with consulting and wealth management services. The firm employs a long-term, buy-and-hold investment strategy overseen by a CFA-designated Chief Investment Officer, offering both discretionary and non-discretionary options along with sub-advisory arrangements.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

Michael Padilla is an investment advisor representative at Maridea Wealth Management with five years of industry experience. He previously worked for Motley Fool Wealth Management, LLC for eleven years. He also serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with AI productivity tools under human oversight.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.

Mitchell Gerschick is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior work history includes roles at Wambolt & Associates and Huntington National Bank, as well as positions outside finance in education and the service industry. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by technology from its parent company and a distinctive external marketing approach.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Adam Messick is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Vinoble Group for six years and has held roles at Marchex and Rival IQ. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative investments, supported by a multi-advisor structure managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Brandon Wyand is a CFP® with 11 years of industry experience, currently working at Compound Planning, Inc. He has held roles at firms including Savvy, ARQ Wealth Advisors, Personal Capital, and The Vanguard Group. Outside of financial advising, he previously worked for Hartford Hill Winery. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations using a variety of investment strategies and partners with third-party technology and sub-advisors to enhance its offerings.

Frederick Churchley III is a financial advisor at ValMark Advisers, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers and ValMark Securities since 2003, and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory roles, he serves as Executive Director of the Mountain Resource Center, a community resource for struggling families, and provides insurance consulting services to a family trust. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Christopher Whittaker is an advisor at Intellicents Investment Solutions Inc. based in Golden, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes roles at Voya, OneAmerica Securities, American United Life, Advised Asset Group, and Empower Retirement. Outside of his advisory work, he owns a condo rental listed on Airbnb in Puerto Vallarta, Mexico. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering ERISA plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, CO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked with several firms including Mutual Securities, Inc. and Cetera Advisors LLC. Outside of advising, he is the managing partner of Semloh Solutions, LLC, which provides IT and compliance consulting services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA plan consulting, wealth management, and a wrap fee program, with an investment approach led by a CFA emphasizing long-term, buy-and-hold strategies and diversified portfolio management.