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.

Patrick Kent is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains affiliations with LPL Financial and his own firm, Patrick A Kent LLC. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a wide range of portfolio management and advisory services, utilizing firm-designed model portfolios and multiple third-party strategies.

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.

Aaron Foster is a CFP® with 10 years of industry experience, currently serving at Compound Planning, Inc. He has previously worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, Mass Mutual Life Insurance Company, and Charles Schwab. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes customized, risk-based model allocations using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Jessica Holmen is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and one year of industry experience. Her previous roles include positions at NYLIFE Securities LLC, High Point Financial Group, and experience outside finance at NoCo Pediatric OT and Timberline Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

David Ferguson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

Ryan Mason is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He currently serves as an advisor at Independent Advisor Alliance, LLC and is also affiliated with LPL Financial. Prior to these roles, he worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2009 to 2020. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management approaches supported by technology platforms and a network of advisory representatives.

Michael Fassi is a financial advisor with Centaurus Financial, Inc. in Windsor, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of industry experience and has been with Centaurus Financial since 2006, alongside a concurrent role at Geneos Wealth Management since 2005. Outside of advisory work, he teaches retirement classes through the Financial Educators Network and serves as Group Commander for the Civil Air Patrol’s Colorado Wing, responsible for managing personnel and assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing both fundamental and technical investment analyses and access to overlay and third-party management programs.

Debra Anderson is a financial advisor at VALIC Financial Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Principal Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Meyer is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank from 2016 to 2024. His credentials include Series 63 and Series 65 licenses. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolios. The firm emphasizes client-directed investment decisions and provides ongoing monitoring and access to third-party discretionary managers.

Konrad Korth is a financial advisor with Eagle Strategies (New York Life) based in Windsor, CO, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at High Point Financial Group, LLC and New York Life Insurance Company. Outside of his advisory work, Korth serves as treasurer for Northern Colorado Youth Hockey and is a board member of Windsor Gives, a local nonprofit supporting community well-being through events and educational initiatives. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within the New York Life affiliate structure.

Laura Gillen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners and Northwestern Mutual, among others. In addition to her advisory work, she owns a private mental health counseling practice and is a co-owner of hospitality-related LLCs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and ancillary services such as tax planning, bookkeeping, and estate planning. The firm utilizes a diversified investment approach with mutual funds and ETFs tailored to clients’ objectives and risk tolerance and operates within a larger Cetera network providing a range of affiliated resources.

Ryan Behm is a financial advisor with Eagle Strategies (NY Life) based in Windsor, Colorado, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2013 and operates High Point Financial Group, LLC, through which he sells New York Life products and brokers non-registered insurance products. Behm is also involved in local community activities, serving as a board member and secretary for homeowners associations. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most regulatory assets managed on a non-discretionary basis.

Joshua Lewis is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2017. Prior to that, he was with Global Financial Private Capital and operates his own financial advisory business, Layman Lewis Aum LLC, since 2012. Outside of advisory work, he is a partner in a solar panel investment venture that utilizes tax credit incentive programs. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining in-house, third-party, and advisor-managed models with a range of services including portfolio management, financial planning, and ERISA plan services.

Nathan Pierce is a financial advisor with Guardian Life in Loveland, Colorado, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Guardian Life and its affiliates since 2012. Outside of his advisory role, Pierce serves as president of Pierce Insurance & Financial, a business selling insurance products separate from Guardian. Guardian Life’s subsidiary Park Avenue Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Margaret Marco is a financial advisor at Money Concepts Capital Corp with 19 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for 15 years. Money Concepts Capital Corp is an enterprise-scale firm serving a diverse client base including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.