Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. in Louisville, Colorado, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Cascade Financial Management for eight years before joining Geneos in 2021. Outside of his advisory role, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

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® with over 31 years of experience in the financial industry. He currently works at Maia Wealth and has held leadership roles at Integrated Financial Architects, LLC, and Mountain Sales Tax, LLC. Anderson is also actively involved in nonprofit organizations, including serving on the board of IT IS WRITTEN and as a committee member for Campion Academy. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term orientation. The firm offers both discretionary and non-discretionary portfolio management and coordinates tax and estate planning through referrals to external specialists.

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.

Wesley Strode is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2012 and also worked at Portfolio Design Advisors during that time. Outside of his advisory work, he is an owner of S Lazy R Ranch. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

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.”

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 Series 65 licensed advisor with 21 years of industry experience, currently serving at Maia Wealth since 2019. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2019. In addition to his advisory work, he maintains insurance agent activities with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers coordinated estate-planning and tax services through referrals to unaffiliated specialists.

Jacob Fischer is a CFP® with seven years of industry experience and is currently an advisor at Facet in Denver, CO. He has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., HighTower Advisors, and Real Property Appraisals, PC. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources (TFLR) framework and discretionary asset-allocation programs that primarily use ETFs, operating without percentage-of-AUM investment fees.

Lawrence Finch is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Geneos Wealth Management since 2008 and also maintains his own firm, LP Finch & Associates, since 2000. Outside of his advisory roles, he serves as a trustee for Regis Jesuit High School and Regis University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary advisory supervision and customized or model-based account allocations.

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.

Nicholas Freas is a financial advisor with Thrivent Advisor Network, LLC based in Denver, CO. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Thrivent Advisor Network in 2021, he worked at Sentinel Peak Resources and Encana Oil and Gas. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management and financial planning services, utilizing a range of investment strategies including low-cost diversified mutual funds and ETFs, individual equities, bonds, and alternative investments.

Anthony Paul is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Advisor, Inc., and Morgan Stanley Private Bank. Outside of his advisory work, he owns Propel Creative Enterprises LLC, a marketing company associated with a book he authored. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets. The firm employs a customized investment approach incorporating ETFs, mutual funds, individual securities, and alternative investments, with a long-term focus complemented by opportunistic rebalancing and trading.

Anthony Regalado is a CFP® with 28 years of experience in the financial services industry. He is currently with Facet and previously worked at Markit Digital/S&P Global/Communify Fincentric, Schwab Private Client Investment Advisory, Inc., and Charles Schwab. Facet serves individual members across various wealth levels through tiered, subscription-based financial planning and implementation services. The firm offers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily utilize ETFs.

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.

William Gastl is a financial advisor with Wealth Watch Advisors, INC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Wealth Watch Advisors since 2015. Gastl is also the owner and CEO of Sequel Financial Corporation, a licensed insurance agency, and serves as a board member of Wealth Watch Partners, an insurance marketing organization. Wealth Watch Advisors serves a diverse client base including individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily using approved third-party sub-advisors and SAM programs, with portfolios that often include mutual funds, ETFs, and selective option strategies.

Nathan Yeomans is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms including Design Wealth Advisors and Accelerated Wealth. In addition to his advisory work, he has operated Yeomans Photography/Photo Booth Bliss, LLC since 2004. RFG Advisory is a multi-team registered investment adviser serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm manages client assets using a combination of actively managed and passive strategies, tax-aware approaches, and offers access to model strategies, alternative investments, and annuity management.