Sandra Knecht is a CFA charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. Her prior experience includes roles at Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Shawn Mc Goveran is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Hornor, Townsend & Kent in 2024, he worked at Equitable Advisors and held various roles in the mortgage and real estate sectors. He is also a partner at New Everyday Wealth Strategies, providing wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Heather Lore is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Hightower Advisors since 2017 and previously spent ten years at UBS Financial Services. Outside of her advisory role, she works part-time as a waitress at a restaurant. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach and proprietary research. The firm’s services include portfolio management, financial planning, and retirement plan consulting, with experience managing both domestic and international mandates.

Shelby Trinkino is a CFP® professional with 35 years of industry experience, currently serving at Commonwealth Financial Network since 2013 and also associated with Independent Wealth Strategies since 2022. She holds multiple securities licenses including Series 63, 65, and 66. Outside of her advisory work, Shelby owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering a range of discretionary model portfolios and program structures to affiliated advisors.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Charles Schwab, Lyft, UBER, Edward Jones, J.P. Morgan Asset Management, and Banc One Securities Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program, utilizing asset allocation models and internal research tools with recommendations tailored to client goals and risk tolerance.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He worked at AFC Tax and Financial Advisors, Inc. for nine years prior to joining LPL Financial in 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which focuses on life insurance and annuity sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Matthew Cloutier is a financial advisor with Osaic Wealth, Inc. in Littleton, Colorado, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His previous roles include nearly two decades at United/Mutual of Omaha and two years at Securities America Advisors. Cloutier also serves as a FINRA arbitrator and is a partner in an insurance sales business. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to manage a wide range of investment types on discretionary or non-discretionary bases.

Patrick Brannan is a CFP® with 16 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Cetera Advisors LLC and New England Securities. Brannan is also involved in various outside activities related to non-variable insurance and manages several real estate rental entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

James Lunney is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 1995. In addition to his advisory work, he authors and sells a compliance-approved monthly update letter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Dakota Lewis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Amy Knapp is a CFP®-credentialed financial advisor at Ameriprise with 31 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has business interests connected to an eyecare practice co-owned with her husband, who is an optometrist. Ameriprise is a large institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Donald Thuente is a CFP® with 13 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Mark Trevenna is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Trevenna also operates Trevenna Enterprises LLC, an investment-related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisers, supported by advisory platforms and third-party asset managers.

Tyler Freeman is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. He has prior experience at Waddell & Reed, Inc. and engages in entrepreneurial activities through Tyler Freeman LLC. Freeman is involved in community organizations including Golden Rotary-Satellite and Golden Orator Toastmasters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including third-party asset management and institutional platforms, supported by extensive operational and research tools.

Samuel Powers III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Fifth Third Securities from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Christopher Nagle is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual Wealth Management Company, JP Morgan Securities LLC, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Evan Ankenbruck is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Gary Dorsheimer is a financial advisor with Edward Jones in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in real estate as an owner and landlord of both residential and commercial properties through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Little is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. Her career includes multiple roles within Cetera entities since 2019. Outside of finance, she is involved with Little Bakery LLC and has a history of entrepreneurship in the dive and travel sector with Grateful Dive. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, and supports advisors with model portfolios and third-party managers.