Kyle Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is the principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, where he has worked since 2017. Prior to founding his firm, he was with Centaurus Financial, Inc. and Waddell & Reed. He is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, including high-net-worth households, as well as charitable organizations and business entities. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, using model portfolios that incorporate multiple analytic approaches and primarily invest in equities, ETFs, and mutual funds.

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.

Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Transamerica Financial Advisors and Academy Bank. Outside of advising, he operates an independent insurance agency and is a member of Shift Holdings, LLC. GrowStrong Wealth Strategies serves individuals, trusts, and small businesses by offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, frequently utilizing third-party managers and providing planning support through external vendors.

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.

Maria Shanley is a financial advisor at The Planners Inc. with 11 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Erik Sartin LLC and Palisade Investments. The Planners Inc. offers discretionary portfolio management, financial planning, and administrative consulting for individual and high-net-worth clients, including employer-sponsored retirement plans. The firm manages portfolios according to client objectives and risk tolerance, providing ongoing monitoring and optional values-based portfolio customization.

Gina Waite is a financial advisor at GrowStrong Wealth Strategies in Fort Collins, CO, with 21 years of industry experience. She holds a Series 65 credential and has worked at several firms including Transamerica Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, she serves as president of Equinox Financial, a pass-through entity managing office and administrative expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by offering discretionary asset management, financial planning, and qualified retirement plan services. The firm uses a variety of analysis methods and strategies tailored to client goals, and it works with third-party managers while also providing insurance products and estate planning services.

Clayton Olson is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Management, Purshe Kaplan Sterling Investments, Sage Benefit Advisors, and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a role involving management of office expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement plan services. The firm employs a range of analytical methods and strategies tailored to client goals and monitors third-party managers when used.

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.

James King is a CFA® charterholder and registered with Series 63 and Series 65 licenses, with 12 years of industry experience. He has been with Fruitage Financial LLC in Fort Collins, CO, since 2016 and serves as the firm's sole advisor. Fruitage Financial provides investment management and planning services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm operates as a fee-only fiduciary using a combination of modern portfolio theory and various investment analyses, primarily managing assets on a non-discretionary basis with client trade approval.

Chase Bellefeuille is a financial advisor at RIPL Wealth with five years of industry experience. He holds the Series 66 designation and has worked previously at RL Farmer Wealth Strategies and Thrivent Financial. Outside of advising, he is a partial owner of a business that organizes pickleball events. RIPL Wealth LLC is a state-registered investment adviser serving individuals, multi-generational families, and charitable organizations. The firm manages discretionary portfolios using a combination of technical, fundamental, and quantitative models, focusing on equities, fixed income, mutual funds, and ETFs with active rebalancing and a long-term investment approach.

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.

Erik Sartin is a financial advisor at The Planners Inc. in Fort Collins, CO, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Guardian Life for 11 years. Sartin is also President and part owner of Inicio Inc., a technology company that develops financial software for investment advisors. The Planners Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, specializing in employer-sponsored retirement plans. The firm blends in-house management with sub-advisory relationships and incorporates a range of registered investment vehicles while maintaining disclosed affiliations with insurance activities.

Erin Coatney is a financial advisor at Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, holding a Series 65 credential with seven years of industry experience. She has been with the firm since 2017. Outside of her advisory role, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. advises individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting services. The firm manages approximately $63 million for around 186 clients, tailoring portfolios through a combination of model portfolios and customized allocations while employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Benjamin Sartin is a financial advisor at The Planners Inc. in Fort Collins, CO, with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining The Planners Inc. in 2026, he was self-employed for 11 years and worked at Park Avenue Securities, LLC for 14 years. Sartin serves as a trustee for multiple family trusts involving mineral interests and personal property. The Planners Inc. provides discretionary portfolio management, financial planning, and retirement plan consulting for individual and high-net-worth clients. The firm manages client portfolios according to documented objectives and risk tolerance, using a combination of in-house management and sub-advisory relationships, and supports values-based portfolio customization alongside standard asset-allocation strategies.

Adam Kasick is a financial advisor with RIPL Wealth in Fort Collins, CO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he has experience with Aspen Leaf Roofing and previously worked at Titleist Roadside Assistance for 13 years. RIPL Wealth LLC manages discretionary portfolios for individuals, families, and charitable organizations, using a combination of technical, fundamental, and quantitative methods to construct equity- and fixed-income concentrated portfolios. The firm offers investment management and written financial planning services to approximately 35 clients with $31.8 million in discretionary assets under management.

Thomas Braun is a CFP® and ChFC® with 21 years of industry experience. He has worked at Theory Financial since 2020 and previously spent nine years at TIAA-CREF. Braun is based in Fort Collins, CO. Theory Financial is a registered investment adviser serving individuals, trusts, estates, corporations, pension, and charitable clients. The firm manages about $319.2 million across its client base, offering discretionary and non-discretionary investment management alongside financial planning and retirement advisory services.

Charles Nedele is a financial advisor at Theory Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at TIAA and Tiaa for 13 years. Outside of advisory services, he manages a short-term rental property in Angola, Indiana. Theory Financial is a registered investment adviser serving individuals, trusts, estates, corporations, pension, and charitable clients. The firm manages approximately $319 million across about 252 client relationships using a globally balanced asset-allocation framework with diversified mutual funds, ETFs, and selected individual securities.