Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.

Joshua Cumrine is a financial advisor with RPC Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has operated Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also involved in insurance sales and teaching. In addition, Cumrine is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and offers standalone planning alongside coordination with clients' other advisors.

Jason Aluague is a financial advisor at Haynie Wealth Management LLC with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Haynie & Company for five years and has held roles in various other businesses including Precision Machined Products and Centaurus Financial Inc. Haynie Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, and small businesses. The firm constructs customized, long-term portfolios using low-cost mutual funds and ETFs as well as individual securities, and offers discretionary portfolio management, financial planning, and employee benefit plan consulting.

Ambar Reddekopp is a ChFC® credentialed advisor with seven years of industry experience, currently serving at Journey Investments, LLC. Prior to founding his own firms, he worked at State Farm Insurance Companies for 16 years. He is also involved in insurance services through Reddekopp Insurance Services LLC. Journey Investments, LLC provides personalized financial planning and consulting primarily to individual clients, focusing on written recommendations and coordination with third-party money managers rather than direct asset management. The firm offers services including cash-flow analysis, tax and insurance reviews, retirement planning, and estate plan coordination.

Julian Heron III is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial services industry. He has worked at Credentialed Wealth Advisors, LLC since 2021 and previously spent nine years with Edward Jones. Credentialed Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm offers tailored investment strategies that range from a legacy buy-and-hold approach to advanced customized solutions, including management of held-away participant assets without custody and fiduciary services for retirement plans.

Roy Hucke is a financial advisor with Credentialed Wealth Advisors, LLC in Johnstown, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Credentialed Wealth Advisors in 2021. Outside of his advisory role, he is the sole owner of Pluto Holdings, LLC, a holding company for real estate assets. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary services. The firm provides customized portfolio strategies through multiple service tracks and combines retirement-plan fiduciary authority with tailored investment solutions.

Harold Hallstein is a financial advisor with Sankala Group LLC in Lyons, CO, holding a Series 65 designation and 15 years of industry experience. He has been with Sankala Group since 2010. Hallstein serves on the board of directors for the Winter Wildlands Alliance, a nonprofit organization, providing committee-level input on reserves investment. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a variety of securities and strategies.

Joshua Nelson is a Certified Financial Planner® with 27 years of industry experience. He has been with Keystone Financial Services since 2010 and previously worked at firms including Cetera Advisor Networks LLC and LPL Financial. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, and trusts. The firm employs a diversified, tax-aware investment approach that integrates fundamental, technical, and industry-expert analysis, and offers participant account management using third-party platforms.

Robert Helgeland is a CFP® professional with 28 years of industry experience. He is currently with Curtis Wealth Management LLC and has previously worked at Theory Financial and TIAA-CREF. He serves as a community board member for the Colorado Music Festival Endowment Fund, a nonprofit organization focused on music education and performance. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm provides investment management, financial planning, consulting, and retirement-plan advisory services, employing customized portfolios based on client goals and employing a mix of mutual funds, ETFs, and individual securities.

Michael Stevenson is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Keystone Financial Services and previously worked at Navigation Wealth Management, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he has served as an insurance agent and provides consulting services for the transition of Navigation Wealth Management’s business. Keystone Financial Services is a registered investment adviser managing approximately $306 million for over 500 clients. The firm serves individuals, trusts, retirement plans, and broker-dealer customers, offering a range of portfolio management and financial planning services with an investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative assets.

Sarah Stamp is a CFP® professional with 15 years of experience in financial advising. She has worked at Compass Planning Associates, Inc. since 2014 and has additional experience with the St. Vrain Valley School District and Practical Financial Group, LLC. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, trusts, estates, business entities, and retirement plan participants. The firm employs a planning-first, long-term approach, typically using passive asset allocation with index funds and ETFs, and offers project, hourly, or ongoing annual billing without commissions or percentage-based fees.

MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

Brandon Hansen is a financial advisor at RPC Wealth, LLC in Loveland, Colorado, holding Series 63 and Series 65 licenses. He has one year of industry experience, previously working in real estate with firms including Inside Real Estate and Keller Williams Realty. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts, managing approximately $106 million in regulatory assets. The firm’s investment approach focuses on top-down macro-environmental analysis with tactical asset allocation and sector rotation, offering direct management as well as access to independent managers and model portfolios.

John Gutierrez is a financial advisor at Indelible Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2019, following a decade at Schwab Private Client Investment Advisory, Inc. Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, employing a long-term investment approach based on Modern Portfolio Theory and fundamental analysis.

Jaxon Samsel is a financial advisor with Perspective Wealth Advisors in Loveland, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Perspective Wealth Advisors, he held various roles in banking, recreation, and healthcare sectors. Perspective Wealth Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, retirement plans, corporations, and foundations. The firm employs a fiduciary approach that combines strategic and tactical asset allocation using fundamental, technical, and quantitative analysis, managing portfolios that include stocks, bonds, ETFs, REITs, and alternative investments.

Cindy Bragdon is a CFP® with two years of industry experience, currently serving as an advisor at Vital Investment Management LLC. She previously worked at LPG Financial and First Western Trust/First Western Financial, where she spent 17 years. In addition to her advisory role, Cindy is the sole member of Lighthouse Planning, LLC, which provides financial, estate, business succession, and retirement planning without managing assets. Vital Investment Management is an SEC-registered advisory firm with a five-advisor team managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core investment strategy complemented by tactical asset allocation and integrates planning tools and AI to support research and operations, while also offering educational seminars and pension consulting services.

David Eads is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Vital Investment Management LLC since 2019. Prior to that, he worked at Colorado Financial Management LLC for seven years. Outside of his advisory role, he is co-owner of Something Canadian, LLC, a mobile home sales business, and a partner in Estate Navigation Services, LLC, which assists clients with legal document coordination and asset distribution. Vital Investment Management is an SEC-registered advisory firm with a five-advisor team managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core strategy combined with strategic and tactical asset allocation, incorporating model-driven tactical overlays and portfolios primarily constructed with ETFs and mutual funds.

Zachary Gasper is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perspective Wealth Advisors and has previously worked at Northwestern Mutual Wealth Management Company and Grant Thornton LLP. He serves as treasurer for Parish Life Ministries, a nonprofit organization in Loveland, Colorado. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, families, estates, trusts, and institutions, using a mix of strategic and tactical asset allocation alongside fundamental, technical, and quantitative analysis.

Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.

Tyler Hensen is a CFP®-certified financial advisor with five years of industry experience, currently serving at Perspective Wealth Advisors in Loveland, CO. He has held roles at Northwestern Mutual Wealth Management Company and related entities from 2020 to 2024. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and foundations. The firm uses a combination of strategic and tactical asset allocation supported by fundamental, technical, and quantitative analysis and offers access to tax planning through an affiliated entity.