Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.

Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.

Gerard Gloisten is a financial advisor at Core Wealth Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he is also active as an insurance agent with various insurance agencies. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by a proprietary real-time risk management system.

Steven Wiggins is a financial advisor with Indelible Wealth Group in Berthoud, CO, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Indelible Wealth Group, he worked at LeMay Liquors for eight years and is involved with Skills 4 Life, a pediatric speech, occupational, and physical therapy care coordination organization where he assists with administrative duties. Indelible Wealth Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and fundamental analysis, managing approximately $156 million through diversified model portfolios and offering comprehensive wealth management services.

Lawrence Gale is a financial advisor at Indelible Wealth Group in Palisade, Colorado, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Indelible Wealth Group since 2017. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using model portfolios ranging from aggressive to conservative, focusing on broad-based index funds, ETFs, mutual funds, and bonds, while offering discretionary and non-discretionary services as a fiduciary.

Lindsey Michel is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Independent Financial Partners, and Western Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment approaches.

Keegan Colangelo is a financial advisor with Gibbs Wealth Management, LLC in Loveland, Colorado. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior roles at Thrivent Financial and TW Retirement Strategies. Outside of advising, he has experience managing tenant communications and maintenance scheduling for a rental property he owns. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select suitable model portfolios rather than constructing proprietary investments.

Frank Oliver III is a Series 65-licensed advisor at Creativeone Wealth, LLC with seven years of industry experience. He has worked with Oliver Asset Management and Change Path, LLC since 2019 and previously spent 17 years at Oliver Financial Group. Outside of his advisory work, he serves as president of Oliver Asset Management, a non-investment related business. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of proprietary models and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has previously worked at Voya Financial Advisors, Inc. and Finlit Wealth LLC. Outside of his advisory work, Boling serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Thomas Watson is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Triumph Wealth Advisors, Inc. and TW Wealth Management. Outside of his advisory role, he owns TW Retirement Strategies, which sells non-securities insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on selecting and monitoring model portfolios based on a client’s financial situation, goals, and risk tolerance.

Ian Wymore is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2024 and previously held roles at Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, employing low-cost ETFs, direct indexing, and alternative strategies.

Paul Johnson is a CFP® and ChFC® with 40 years of industry experience. He has worked at First Heartland Capital Inc. since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivering advisory services through independent investment adviser representatives using a combination of fundamental, technical, and tactical approaches.

Mark Culver is a financial advisor with Concurrent Investment Advisors, LLC in Longmont, CO, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. Prior to joining Concurrent in 2025, he was affiliated with Legacy Private Wealth Partners and operated Culver Investment Company, LLC since 1997, as well as Culver Retirement Plan Services, Inc. He is the owner of a support company related to his advisory business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by due diligence and operational tools, with notable sub-advisory arrangements and platform integrations.

Daryl Fuchs is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked at ChangePath, LLC and Partnervest Advisory Services LLC and has been involved with Senior Advisory Group since 1984, where he serves as president. Outside of advisory services, he is engaged in life, annuity, disability, and health insurance sales through Senior Advisory Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach that includes proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Joseph Devorak IV is a financial advisor at Compound Planning, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Personal Capital Advisors Corporation and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations and utilizes third-party sub-advisors and technology partnerships to provide a range of investment strategies and specialized solutions.

Keith Weinman is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. Outside of his advisory role, he dedicates a portion of his time to insurance-related activities as an independent agent. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies and frequently uses third-party sub-advisors while maintaining ongoing client oversight.

Joshua Hattig is a CFP® professional with 28 years of industry experience. He is currently affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has operated his own financial planning and insurance advisory business, Hattig Financial, since 2014. Hattig is president of Hattig Financial Co., where he provides financial planning, life and health insurance, and long-term care insurance services. Consolidated Portfolio Review Corp offers 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 discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to third-party sub-advisors.

Trey Fernandez is a financial advisor at Compound Planning, Inc. with six years of industry experience. His prior roles include positions at TMF Investments, Motley Fool Wealth Management, Fidelity Brokerage Services, and Wells Fargo. He holds Series 63 and Series 65 licenses. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a customized, risk-based investment process using a combination of low-cost ETFs, direct indexing, alternative strategies, and third-party sub-advisors, supported by technology partnerships and a fiduciary framework.

Conner Burt is a financial advisor at Key Investment Services LLC in Estes Park, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Charles Schwab, Citizens Bank, and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed model selection, ongoing monitoring, and access to third-party discretionary managers, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.