Roxanne Dillon is a Series 65-licensed financial advisor with Financial Security Management, Inc. She has one year of industry experience and previously worked for the City and County of Denver and the YMCA of San Diego. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm employs asset-allocation strategies based on modern portfolio theory and offers a range of services including portfolio management, retirement plan consulting, participant education, and legacy management.

Derek Landis is a CFP® and holds a Series 65 license, with eight years of experience in the financial advisory industry. He has been with Normandy Capital Management, LLC since 2018 and previously worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and other businesses. The firm provides investment management, financial planning, and retirement-plan advisory services, using an active asset-allocation framework guided by written Investment Policy Statements and incorporating fundamental and technical analyses to construct diversified portfolios.

Sonya Ziolkowski is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 63 and Series 65 registrations. Prior to joining HTG in 2021, she worked at Sanford C. Bernstein & Co., LLC from 2018 to 2021 and spent six years at the New York Stem Cell Foundation. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a mix of passive, quantitative, and active funds to implement portfolios.

Tiffany Charles is a financial advisor at Traction Financial Partners with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Destiny Capital Corporation, Park Ave Securities, and Guardian. Charles serves on the board of the DSST Foundation in Denver and is a member of the board of directors for bQuest, where she provides consulting and sales support. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and provides comprehensive financial planning, retirement plan advisory, portfolio management, and coordinates estate-planning document creation using a third-party platform.

Henry Pramov is a financial advisor with Westbourne Investments, Inc., holding a Series 65 credential and 15 years of industry experience. He has been with Westbourne Investments since 2012 and concurrently works as a Senior Account Executive at SAP Americas, Inc., a software company specializing in enterprise cloud procurement solutions. Westbourne Investments offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions, using a combination of top-down macro analysis and bottom-up security selection. The firm employs diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies, supported by a daily monitoring and investment committee review process.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Chasefield Capital, Merrill, and UBS Financial Services. Aspen Wealth Strategies manages roughly $312 million for individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes a long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and options, including the documented use of derivatives for hedging and speculative purposes.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.

Richard Whipple Jr. is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked with WhippleWood Advisors since 2016. Prior to this, he was associated with Whipplewood CPAs for over four decades. Besides advising, he is a licensed insurance agent offering fixed and health insurance products. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a goals- and risk-based investment approach, integrating tax and estate consulting, and coordinates closely with its affiliated accounting practice.

Kelli Wallace is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 and has been with Financial Security Management since 2014. Outside of advising, she provides tax preparation services and participates in a medical clinical trial organization in Aurora, CO. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management and financial planning with strategies based on modern portfolio theory, alongside retirement plan consulting and participant education.

Kenneth Senour III is a CFP®-designated financial advisor at Legacy Wealth Partners, LLC with 11 years of industry experience. He previously worked at Aveo Capital Partners, Millennial Wealth Management, and Innovest Portfolio Solutions. Senour is also licensed as an insurance agent and dedicates part of his practice to fixed insurance products. Legacy Wealth Partners, LLC is a multi-advisor team providing financial planning, discretionary portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment approach that combines fundamental, technical, and cyclical analysis with model portfolios and third-party sub-advisers.

Craig Ciarlelli is a financial advisor at Hinds Financial Group Inc with 44 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services, LLC and Cetera from 1989 to the present, alongside owning CC Coaching and Consulting Inc since 2001. Outside of advising, he serves as a Living Red Committee member for the American Diabetes Association, where he recruits participants for nationwide bicycle tours. Hinds Financial Group serves individual and high-net-worth clients as well as institutions such as trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning, managing portfolios on a long-term, asset-allocation basis using risk-based models, Envestnet portfolios, and selected third-party managers.

Ryan Dow is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has worked at Mattern Capital Management, LLC since 2021 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2021. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities with investment and wealth management, financial planning, and consulting services. The firm focuses on tax-efficient, cost-effective asset allocations using a combination of individual equities, fixed income, ETFs, and institutional mutual funds, employing both active and passive strategies.

Kevin Mcculley is a CFP® and CFA® with 11 years of experience in financial advisory. He currently works at Indivisible Partners in Golden, CO, having previously been affiliated with Private Capital Management and Cherry Hills Investment Advisors. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Thomas Mullinix is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Ameritas Advisory Services, Foundational Financial Partners, and C & R Brokerage, Inc. Outside of advisory work, he is involved in real estate sales and leasing through C & R Brokerage, Inc. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Andrew Feldman is a financial advisor at Legacy Wealth Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, LLC and DMK Advisor Group, Inc. Feldman is also a licensed insurance agent involved in fixed insurance products. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services using proprietary models and third-party sub-advisers.

Charles Hawes is a CFP® professional with 25 years of industry experience. He has worked at TIAA Institutional & Individual Services, LLC from 2000 to 2024 before joining Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm combines fundamental, modern portfolio theory, quantitative, and technical analysis in its investment approach and customizes strategies to each client’s goals and risk tolerance.

Leslie Garske is a financial advisor at Traction Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms including AE Wealth Management and AXA Advisors. In addition to her advisory role, Garske owns and operates Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning services. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using primarily ETFs and coordinates comprehensive financial and estate planning through client interviews and collaboration with outside professionals.

Amanda Depriest is a Certified Financial Planner® with eight years of industry experience. She is currently with Mattern Capital Management, LLC, where she has worked since 2025. Her prior experience includes positions at Robert W. Baird & Co. Incorporated, Wells Fargo Clearing, Aerotek, and Charles Schwab & Co., Inc. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services with a focus on tax-efficient, cost-effective asset allocations using both active and passive strategies.

Ryan Mc Namee is a Series 65-licensed advisor at Traction Financial Partners with two years of industry experience. He has previously worked at Connor Group CX, RSM, LLP, Grant Thornton, LLP, and Miller Consulting Group. Outside of advisory work, he is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a core-satellite investment approach and focuses on client education and retirement plan participant workshops, using tools such as the Snug platform for estate planning coordination.