Eric Hoelter is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

Samuel Winter is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Charles Schwab, TD Ameritrade, and Park Avenue Securities. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a wide range of investment strategies and sponsored advisory programs.

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 financial advisor at Maia Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth, MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. In addition to his advisory role, he is also an insurance agent representing various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis within a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement ETF-based portfolios and offers specialized estate and tax coordination services.

Jacob Fischer is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Facet Wealth and has previously been employed at Charles Schwab Bank, Charles Schwab & Co., HighTower Advisors, and Real Property Appraisals, PC. Fischer is based in Denver, CO. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through remote channels. The firm serves a range of clients and uses model-based asset allocations with a technology-driven approach, emphasizing flat subscription fees rather than traditional asset-based charges.

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 financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds the Series 65 designation and has worked with Hoxton Wealth USA LLC, Beacon Global Advisors, and CenturyLink. Landsman manages wealth for cross-border, multinational, and U.S. expatriate clients. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services. The firm specializes in tailored portfolios combining third-party managed models, mutual funds, ETFs, equities, and fixed income, with a notable focus on pension transfers for U.K. nationals.

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.

Joe Harl is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at The Guardian Group and has a background with Halliburton Sperry. Outside of his advisory work, he is involved with The Guardian Group in offering life insurance and annuity strategies to clients. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, serving a diverse client base that includes high-net-worth individuals and plan sponsors.

Adam Messick is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Vinoble Group for six years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Jeffrey Young is a financial advisor at Kovack Advisors, Inc. in Denver, CO, with 27 years of industry experience. He has held positions at multiple firms, including LPL Financial and Walnut Street Securities, and has been with Kovack Advisors since 2012. Young holds a Series 63 designation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services through a model-supported, multi-custodian approach.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

Nicholas Mantel is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Shelton Capital Management, he worked at Fidelity Investments and was a partner in an e-commerce clothing startup, no trash LLC, where he contributed to order fulfillment and content creation. Shelton Capital Management provides investment management services to a diverse client base including mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors. The firm utilizes a discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates options strategies, ESG screening, and data-science tools in its investment processes.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

John Panter is a financial advisor at Blueprint Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Plan to Invest Capital Management and CIM Securities. Outside of financial advising, he has a 25% ownership in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. It serves individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

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.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.