Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Ross Ferrin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Integrity Alliance, LLC since 2025. He has previously worked at Lion Street Advisors and Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin is a silent partner in a golf club rental business and serves as a board member for Outfitters for Christ, a nonprofit that connects youth development with outdoor ranch activities. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services to individual investors, corporations, and qualified retirement plans, utilizing a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Gregory Wambolt is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. His career includes roles at Carson Wealth, Centric Investment Group, Metis Wealth Management, Northwestern Mutual, and his own firm, Wambolt & Associates, LLC. Outside of advisory work, he serves as a board member and investor in a labor platform company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies overseen by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan fiduciary services and a range of institutional solutions.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Roger Martin is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Centaurus Financial since 2008 and maintains involvement with Charter Financial Resources and Legacy Marketing Group. Outside of advising, he operates a 1950s event center for meetings and celebrations. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of investment approaches and discretionary arrangements.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Polk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously with Connecticut Mutual Life Insurance Company. Outside of his advisory role, Polk is involved in independent insurance sales and real estate property management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which engages in life insurance and annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and research from various sources.

Matthew Cloutier is a financial advisor with Osaic Wealth, Inc. in Littleton, Colorado, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His previous roles include nearly two decades at United/Mutual of Omaha and two years at Securities America Advisors. Cloutier also serves as a FINRA arbitrator and is a partner in an insurance sales business. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to manage a wide range of investment types on discretionary or non-discretionary bases.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

James Mc Kinnon is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones for five years and JPMorgan Chase for nine years. Mc Kinnon holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Peter Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at National Planning Corporation. Outside of his advisory role, he is a licensed, non-practicing attorney, founder of Coleman Capital and Risk Management, and a member of The Rotary Club of Evergreen. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

William Miller is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bruce Vermeulen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge since 2010 and also operates as president of the RiderDown Foundation, a nonprofit organization based in Evergreen, Colorado. Additionally, he maintains an independent insurance agency and oversees Vermeulen Consulting Inc., which provides administrative services for personal household accounts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers.

Patrick Brannan is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors for five years. He is based in Littleton, CO. Outside of advisory work, he is involved with several real estate rental ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Eric Scheimer is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he is involved in agricultural businesses, including Schaefer Farms, Inc. and Serendipity Enterprises LLC, located in Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management alongside model portfolios and third-party research.

James Lunney is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 1995. Lunney also writes and sells a compliance-approved monthly update letter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.