Christopher Marlin is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 credential and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he is involved in the sale of collectible items such as vintage sports cards. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes both discretionary and non-discretionary management approaches.

Steven Minturn is a CFA® charterholder with four years of industry experience. He has worked at Forum Financial Management, LP since 2021 and previously held roles at BMO Asset Management in both the US and EMEA regions. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.

Gianluca Triennese is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and having 13 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and BBVA Wealth Solutions. Outside of financial services, he was involved with Paninomania LLC, operating a business called Sweets of Italy from 2013 to 2016. Wedbush Securities provides investment advisory and broker-dealer services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm offers wealth management, fixed income, commodities, securities lending, capital markets services, and portfolio management tailored to client objectives and risk tolerances.

Dustin McDonald is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. In addition to his advisory role, McDonald is an independent insurance agent representing various companies and is the owner of My Blueprint Financial, LLC, a CPA trade name used for tax filing purposes. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, utilizing equities, ETFs, and fixed income, supported by third-party financial-planning tools that customize client risk profiles.

Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.

Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.

Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Thyfault holds Series 63 and Series 66 licenses. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.

Daniel O’Neill is a CFP® with 26 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James Financial and LPL Financial, among others. Outside of his advisory work, he owns O'Neil Financial Management, a support services business unrelated to investment advisory. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

John Wilmer is a CFP® professional at Grimes & Company with five years of industry experience. Prior to joining Grimes & Company in 2026, he worked at Fidelity Investments for five years. His background also includes roles in education and fitness instruction. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, utilizing a broad range of asset types and occasionally implementing options and margin strategies.

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.

Terry Anderson is a CFP® professional with 32 years of industry experience, currently serving at Maia Wealth. His career includes roles at multiple firms such as Integrated Financial Architects, LLC, and First Allied Advisory Services, Inc. Outside of his advisory work, he participates actively in nonprofit organizations, including serving as a board member for IT IS WRITTEN and a committee member at Campion Academy. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategic focus supplemented by tactical adjustments. The firm integrates traditional advisory oversight with technology platforms and offers specialized estate and tax coordination services.

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.”