David Trigg is a financial advisor at Trail Ridge Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and worked previously at PSL Medical Center for six years before joining Trail Ridge in 2022. Trail Ridge Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and some insurance company clients. The firm uses fundamental analysis and modern portfolio theory to construct and rebalance discretionary portfolios, including options and derivatives strategies, and offers an ongoing subscription advice service called Trailhead.

Steven Wiggins is a financial advisor with Indelible Wealth Group in Berthoud, CO, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Indelible Wealth Group, he worked at LeMay Liquors for eight years and is involved with Skills 4 Life, a pediatric speech, occupational, and physical therapy care coordination organization where he assists with administrative duties. Indelible Wealth Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and fundamental analysis, managing approximately $156 million through diversified model portfolios and offering comprehensive wealth management services.

Jack Mannschreck is a financial advisor at Trail Ridge Investment Advisors, LLC in Fort Collins, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at the Wildcat Investment Value Fund and Financial Planning Solutions RI. Before entering the financial industry, he worked in the food service sector. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead that includes on-call advice and index fund–based portfolios.

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 financial advisor at Future Capital Management Inc. with one year of industry experience. She holds a Series 65 designation and also works as a real estate broker associate at Cobalt Realty, LTD, where she assists with brokering real estate transactions. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an active, tactical asset allocation approach through discretionary management and proprietary model portfolios overseen by an internal Investment Committee.

Jason Crawshaw is a financial advisor with The William Allan Corporation in Fort Collins, CO, holding a Series 65 designation and 24 years of industry experience. He has served at The William Allan Corporation since 2004 and is a partner at Crawshaw CPA's, Inc., a tax and accounting firm he has been involved with since 2017. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth individuals, non-profits, trusts, and corporate accounts. The firm offers discretionary asset management and financial planning with an emphasis on individualized account supervision, fundamental analysis, and a range of investment strategies including long-term investing, short-term trading, and option writing.

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.

Keegan Colangelo is a financial advisor with Gibbs Wealth Management, LLC in Loveland, Colorado. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior roles at Thrivent Financial and TW Retirement Strategies. Outside of advising, he has experience managing tenant communications and maintenance scheduling for a rental property he owns. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select suitable model portfolios rather than constructing proprietary investments.

Matthew Gill is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with IAMS Wealth Management since 2018. In addition to his advisory role, he is the managing member of Westwood Financial Solutions, LLC, a life insurance, annuities, and mortgage brokerage business, and provides consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm focuses on discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios across various asset classes.

Svetlana Koltun is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 66 and Series 63 licenses and 24 years of industry experience. Her career includes roles at UBS Financial Services, Citigroup Global Markets, Ifam Capital, and Raymond James Financial Services. She is also an associate at Impact Financial Strategies, where she serves as Director of Operations. Ascentis Independent Advisors is a multi-team SEC-registered adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, financial planning, retirement plan consulting, and access to both public and private securities through a variety of portfolio management and co-advisory programs.

Thomas Watson is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Triumph Wealth Advisors, Inc. and TW Wealth Management. Outside of his advisory role, he owns TW Retirement Strategies, which sells non-securities insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on selecting and monitoring model portfolios based on a client’s financial situation, goals, and risk tolerance.

Jason Eger is a financial advisor with Wealth Management in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Signator Investors, Inc. and owns Eger CPA PC, a CPA firm providing tax preparation and business and individual advice. Outside of his advisory role, he owns a retail store, US Liberty Arms, LLC, and is a passive investor in Ace Hardware of Johnstown, LLC. Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, corporations, and government entities. The firm’s investment approach focuses on passive, no-load mutual funds and ETFs, utilizing model allocation portfolios grounded in Modern Portfolio Theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Jared Powell is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2016 and LPL Financial since 2015. Outside of advisory services, he operates Jared A Powell LLC, an entity used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm employs a decentralized advisor structure and offers a range of investment strategies through both firm-designed and third-party model portfolios.

James Parker is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at The O.N. Equity Sales Company since 1995 and Ohio National Life since 1994. Outside of his advisory role, Parker serves as president of JMP Financial Services Inc., a firm engaged in selling life, health, disability, long-term care insurance, and fixed annuities. ON Investment Management Company (ONIMCO) is a registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a combination of discretionary and non-discretionary management approaches and accesses a variety of third-party investment programs.

Sean Duffy is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, Colorado, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Colorado State University. He is also an associate employee with Impact Financial Strategies, working in wealth planning. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, financial planning, and consulting services, utilizing a diverse mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Paul Johnson is a CFP® and ChFC® with 40 years of industry experience. He has worked at First Heartland Capital Inc. since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivering advisory services through independent investment adviser representatives using a combination of fundamental, technical, and tactical approaches.

Teddy Ezzell III is a financial advisor at Western Wealth Management LLC in Fort Collins, CO, holding a Series 66 designation with 25 years of industry experience. He has been with Western Wealth Management and affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of advisors, combining proprietary and third-party investment strategies across multiple platforms.

Ann Stewart is a financial advisor with Concorde Asset Management, LLC in Fort Collins, CO, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked for Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC for 11 years. Outside of her advisory role, she serves as president of an independent insurance agency. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including a unified managed account program.