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 Silvis is a CFP® with three years of industry experience, currently serving at Wrenne Financial Planning LLC since 2022. She previously worked at Physician Wealth Services and the Association of Equipment Manufacturers. Wrenne Financial Planning LLC provides combined investment management and comprehensive financial planning to individual and high-net-worth clients, including specialized services for physicians. The firm emphasizes passive portfolio construction using index funds and ETFs and offers tailored financial plans and investment policy statements while coordinating with clients’ other professional advisors.

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.

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.

Josh Weisel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with Perspective Wealth Advisors and previously worked at Elk River Wealth Management. Outside of his advisory role, he serves as a board member at Trinity Lutheran Church and contributes to Denver Gold Group as a data analytics and modeling contractor. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, and institutions. The firm employs a mix of strategic and tactical asset allocation and incorporates fundamental, technical, and quantitative analysis in portfolio construction.

Dillon Goodman is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 credential with four years of industry experience. He has worked at Vital since 2021 and is also employed part-time at Stephanie Packham CPA LLC, an accounting firm providing bookkeeping services for veterinary hospitals. Prior to his current roles, Dillon worked at Deloitte and Touche LLC and Idaho State University. 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 tactical asset allocation and integrates planning tools and AI to support research and operations.

Erika Agard is a CFP® professional with 11 years of industry experience, currently with Aptus Financial, LLC. Her prior experience includes roles at LPL Financial LLC, Ryan Yoder, and Northwestern Mutual. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing and client education through structured reviews, newsletters, and educational programs.

Steven Wiggins is a financial advisor at Indelible Wealth Group with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of financial advising, he assists with administrative duties at Skills 4 Life, a pediatric speech, occupational, and physical therapy care coordination business. Indelible Wealth Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs an investment approach grounded in Modern Portfolio Theory and fundamental analysis, managing approximately $156 million through a multi-office team structure.

Steven Weigandt Jr. is a financial advisor at Perspective Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2024. Perspective Wealth Advisors serves individuals, high-net-worth families, multi-generational households, estates, trusts, and retirement plans with discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with fundamental, technical, and quantitative analysis, offering tailored portfolios that may include individual stocks, bonds, ETFs, REITs, and alternative investments.

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.

Brian Nienhaus is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 designation with five years of industry experience. Prior to joining Vital Investment Management in 2021, he worked at Independent Bank from 2015 to 2021. 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 with strategic and tactical asset allocation, utilizing model-driven overlays and portfolios primarily composed of ETFs and mutual funds. Vital also integrates comprehensive financial planning tools and uses AI to support research and operations, while offering educational seminars and pension consulting services.

Donna Dodrill is a Series 65-credentialed advisor at Future Capital Management Inc. with one year of industry experience. In addition to her advisory role, she has worked as a real estate broker associate at Cobalt Realty, LTD since 2014, assisting with real estate transactions. Future Capital Management provides fee-based investment management primarily to individual investors, along with services for pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs an active, tactical investment approach that includes discretionary portfolio management and financial planning, utilizing a variety of investment instruments and a proprietary wrap-fee program.

Kristina Miller is a financial advisor at CFO4Life with 7 years of industry experience. She holds the ChFC® designation and Series 66 license. Kristina has worked at Ausdal Financial Partners, INC since 2018 and has been with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models using equities, fixed income, and alternative investments, and employs mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to client objectives.

Philip Neville is a financial advisor with Wealth Advisors Network, Inc. in Greeley, Colorado, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Cambridge Investment Research, Inc. and Wealth Advisors Nebraska, Inc., and he has served as a trustee for multiple family irrevocable trusts. Outside of his advisory work, Neville is involved in nonprofit organizations, serving as treasurer for the Pelican's Nest Homeowner's Association, Poudre River Trail Corridor, Inc., and First United Methodist Church of Windsor. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm employs a diversified, actively managed investment approach using various securities and maintains model portfolios tailored by account size and risk profile.

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, CO, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Gibbs Wealth Management in 2025, he worked at Thrivent Financial and Lockheed Martin. Outside of his advisory role, Colangelo has experience managing a residential rental property. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

James Rankin is a financial advisor with CL Wealth Management LLC in Greeley, CO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with multiple firms, including Wilbanks Securities, Leading Edge Financial Group, and Cabot Lodge Securities. Outside of his advisory role, Rankin is a certified whitewater kayak instructor and operates Next Level Whitewater, providing lessons to paddlers. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis, custom model portfolios, and ongoing monitoring.