Aaron Minor is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc since 2016. Outside of his advisory role, he is a partner in Native Heart, LLC, a fair trade business importing Bolivian crafts, and is involved with the Society For Financial Awareness, a nonprofit focused on financial education. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Guy Holman is a CFP® professional with 27 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Denver, CO since 2010. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Dawn Drewitz is a CFP® professional with 26 years of industry experience. She is currently with Choreo, LLC and has previously worked at Dimensional Delta Consulting LLC, Wells Fargo Clearing Services, Wells Fargo Bank, Merrill, and HD Vest Investment Services. Dawn holds Series 63 and Series 65 licenses. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Daniel Berve is a financial advisor with Balefire, LLC and holds a Series 66 credential. He has six years of industry experience, having previously worked at Principal Securities Inc, Purshe Kaplan Sterling Investments, and Lion Street Financial among others. Outside of his advisory work, Berve serves as the head swim coach for high school teams in the Aurora and Cherry Creek school districts. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach utilizing multiple asset types and third-party models, providing discretionary portfolio management and corporate ERISA solutions across a multi-advisor platform.

Seth Gunderson is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Western Wealth Management since 2016, also affiliated with LPL Financial since 2014. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to multiple sponsored programs and third-party managers across a broad range of strategies.

Eric Hoelter is a financial advisor with Thrivent Investment Management in Louisville, CO, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Mark Brown is a CFP® with 43 years of industry experience and is currently with Modern Wealth Management, LLC. He previously worked at LPL Financial for 37 years and led Brown & Company for 17 years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related services.

Jennifer Merges is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Fidelity Brokerage Services LLC for seven years and at the Arapahoe Library District for three years. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.

Mark Candler is a Series 65 licensed advisor with 21 years of industry experience, currently serving at Maia Wealth since 2019. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2019. In addition to his advisory work, he maintains insurance agent activities with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers coordinated estate-planning and tax services through referrals to unaffiliated specialists.

Jacob Fischer is a CFP® with seven years of industry experience and is currently an advisor at Facet in Denver, CO. He has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., HighTower Advisors, and Real Property Appraisals, PC. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources (TFLR) framework and discretionary asset-allocation programs that primarily use ETFs, operating without percentage-of-AUM investment fees.

Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.

Diane Zing is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes roles at LPL Financial and National Planning Corporation. She is president of Zing Financial Services LLC, a home-based business entity used for tax and investment purposes. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial coaching, and limited-scope consulting. The firm uses a risk-based, diversified asset allocation framework with both in-house and third-party strategies, incorporating fundamental and technical analysis and non-traditional instruments when suitable.

Andrew Landsman is a Series 65-licensed financial advisor with seven years of industry experience. He is affiliated with Beacon Global Advisor Network, LLC and also works with Hoxton Wealth USA LLC and Beacon Global Advisors, managing wealth for cross-border, multinational, and U.S. and British expatriate clients. His prior experience includes roles at CenturyLink and SONAS Pure IP Access Control. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and specializes in discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates and utilizing a range of investment vehicles and third-party model managers.

Jonathan Lester is a CFP® with 16 years of experience in financial advising. He is currently with Root Financial Partners, where he has worked since 2024. His prior experience includes roles at Empower Advisory Group, Personal Capital, and OppenheimerFunds. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online academies separate from its advisory services.

Jeffrey Young is a financial advisor with Kovack Advisors, Inc. in Denver, CO, holding a Series 63 designation and 26 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved in fixed insurance sales and operates a wealth management business under the name Young Wealth Management. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and totaling 41 years of industry experience. His prior work includes roles at Morgan Stanley and its Private Bank division, as well as D.A. Davidson & Co. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors, offering tailored investment strategies through an open-architecture approach that incorporates ongoing due diligence and monitoring of third-party managers.

Michael Strong is a financial advisor at Wealth Watch Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jackson National Life Distributors LLC, Gradient Advisors LLC, and Alpha Solutions Management. Outside of his advisory roles, Strong conducts seminars for federal employees through Personal Benefit Services Fed Training LLC. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, with portfolios incorporating mutual funds, ETFs, and select option strategies.

John Panter is a financial advisor at Blueprint Financial Advisors in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan to Invest Capital Management, Inc. and CIM Securities, LLC. Outside of advising, he has a 25% ownership interest in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios combined with a proprietary strategic-and-tactical investment framework.

Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.