Nicholas Coleman is a Series 65-licensed financial advisor at Bonfire Financial, LLC with seven years of industry experience. He has worked at Bonfire Financial since 2018 and previously at Demming Financial Services from 2017 to 2018. Prior to his financial career, he was affiliated with Colorado State University for four years. Bonfire Financial, LLC is an investment management firm serving individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a client-focused investment process that emphasizes strategic asset allocation, manager analysis, and tax-efficient management across a variety of investment vehicles.

Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.

Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.

Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Rebecca Miller is a financial advisor at Unity Wealth Strategies with 10 years of industry experience. She holds a Series 65 designation and previously worked at Creative Financial Services, Inc. for 11 years. In addition to her advisory role, she works part-time as an Operations & Client Experience Specialist at Hessel Financial Advisors, supporting client correspondence and administrative tasks. Unity Wealth Strategies is a fee-only registered adviser that provides investment management and comprehensive financial planning to individuals and small organizations. The firm uses a combination of passive and active strategies within a discretionary asset-allocation framework and offers educational seminars and speaking engagements.

Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.

Lindsey Simek is a Series 65-licensed financial advisor with Capstone Investment Financial Group, LLC, based in Colorado Springs, CO. She has five years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Capstone Investment Financial Group offers financial planning and portfolio management services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisory firms. The firm employs a risk-focused investment approach with proprietary and thematic strategies and maintains a monthly portfolio review process.

Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.

Timothy Bayless is a financial advisor with Brotherhood Retirement who holds a Series 65 credential. He has been in the industry since 2016, with prior experience at Envoy Financial and as a self-employed advisor. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants, providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated retained adviser for fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment due diligence and policy guidance.

Travis Kvaale is a financial advisor at Make Way Wealth Management in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at American Bank & Trust and the State of South Dakota Legislative Audit. Make Way Wealth Management serves individuals, corporations, charities, and retirement plans, managing approximately $80 million in client assets across 120 relationships. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing strategic diversification and technical analysis to tailor portfolios according to client goals.

Rebecca Holden is a CFA® charterholder with 19 years of experience in the financial industry. She has been with Hemispheres Investment Management since 2014. The firm provides discretionary portfolio management for individual and high-net-worth clients, employing a value-oriented, fundamental analysis approach across global equity and fixed income markets. Hemispheres is notable for its use of options strategies within separately managed accounts to manage risk and generate income.

Chris Franz is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 65 designation and six years of industry experience. He is the Managing Director of the Pioneer Fund, a private equity fund he founded in 2016 that focuses on sourcing, acquiring, and managing small manufacturing companies and limited partner investments. Prior to this, he has been associated with IPS, Inc. since 2005. Bauer Wealth Management (dba Bauer Heitzmann) serves individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs an investment approach centered on asset-class allocation combining passive index-based products with tactical rebalancing and customized Investment Policy Statements, and utilizes both traditional and private investment vehicles.

Russell Adelmann is a CFP® with 27 years of industry experience and has been with Adelmann Financial, Inc. since 1994. Based in Colorado Springs, CO, he holds a Series 63 designation and practices at a firm he helped establish. Adelmann Financial serves individual investors, including high-net-worth clients, trusts, and employer-sponsored retirement plans by providing continuous portfolio management and ongoing financial planning. The firm employs a blend of passive and active management grounded in Modern Portfolio Theory, focusing on ETFs and mutual funds while emphasizing investor behavior and preparedness for market volatility.

Stephen Heitzmann is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has previously worked at TIAA-CREF and currently serves as CEO of Altruistic Investing, LLC, where he is involved in portfolio management. Bauer Wealth Management provides investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm’s investment approach includes asset-class allocation with passive index-based products, tactical rebalancing, customized Investment Policy Statements, and the use of external managers and private investment vehicles to achieve specialized exposures.

Dwain Gump is a CFP® with 27 years of industry experience. He has been a partner at Gump and McHugh Asset Management since 2007 and has also been affiliated with First Affirmative Financial Network LLC since 2006. The firm provides discretionary portfolio management and integrated financial planning services to individuals, families, charitable organizations, estates, and trusts. Gump and McHugh Asset Management combines fundamental and technical analysis with ESG considerations when requested by clients, focusing on individualized portfolio construction that accounts for tax, estate, and risk-management factors.

Taylor Willson is a financial advisor at Bennco Advisors with 16 years of industry experience. He has worked at BennCo Advisors since 2015 and has been associated with The Strategic Financial Alliance since 2013. Bennco Advisors provides customized financial planning, business and investment consulting, and coaching for successful individuals, companies, and small institutions. The firm emphasizes an interactive, coaching relationship guided by modern portfolio theory and serves many clients over 50 with qualified retirement plans and near-term withdrawal needs.

Nolan Hughes is a Series 66-credentialed financial advisor based in Colorado Springs, CO, with 18 years of industry experience. He has worked at firms including LPL Financial, NewEdge Advisors, and B. Riley Wealth Management. In addition to advising, he provides outsourced compliance consulting through Oyster Consulting LLC. He is currently affiliated with Brotherhood Retirement, a firm that serves employer-sponsored retirement plans by offering retirement plan consulting, participant education, and discretionary fiduciary investment management through unaffiliated advisers and an internal Investment Committee.

Christian Ramsey is a financial advisor at QRIA, Inc. with 21 years of industry experience. His prior roles include positions at GWN Securities, Inc. and Advisor Resources LLC. Outside of advising, he is an author contributing books, articles, and press releases, and he serves as president of Q Exchange, LLC, a qualified intermediary for 1031 exchanges. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm uses a multi-method analytical approach and customized allocation strategies, offering both discretionary and non-discretionary management tailored to clients’ risk tolerance and financial circumstances.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

Christine Mchugh is a CFP® professional with 26 years of industry experience, currently serving at Gump and McHugh Asset Management, a firm she has been with since 2006. She holds Series 63 and Series 65 licenses and is also a licensed insurance agent with various carriers. Gump and McHugh Asset Management provides discretionary portfolio management and integrated financial planning to individuals, families, charitable organizations, estates, and trusts. The firm employs both fundamental and technical analysis, incorporates ESG factors upon client request, and constructs tailored portfolios considering tax, estate, and risk management, focusing on individualized account supervision.