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.

Schuyler Cayton is a CFP® with 18 years of industry experience, currently advising at Snowden Capital Advisors LLC. His career includes roles at Triad Advisors, Signator Investors, Wealth Management Associates of Colorado, Transamerica Financial Advisors, and Wells Fargo Clearing. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm utilizes a multi-team approach with institutional capabilities, providing customized model portfolios and access to third-party managers while maintaining client oversight.

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.”

Samuel Winter is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Charles Schwab, TD Ameritrade, and Park Avenue Securities. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a wide range of investment strategies and sponsored advisory programs.

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 financial advisor at Maia Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth, MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. In addition to his advisory role, he is also an insurance agent representing various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis within a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement ETF-based portfolios and offers specialized estate and tax coordination services.

Jacob Fischer is a CFP® professional with seven years of industry experience. He is currently with Facet, where he has worked since 2026. Prior to Facet, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., among other firms. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on exchange-traded funds, with a flat subscription fee structure that includes investment management.

Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.

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.

Matthew Nimrick is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. He previously worked at Charles Schwab and Charles Schwab Bank SSB for a combined total of 10 years. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, by providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm uses a blend of top-down macro analysis and bottom-up security selection across various investment strategies, managing over $8 billion in discretionary assets and acting as an outsourced sub-advisor to other firms.

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 in Denver, CO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Sentinel Peak Resources and Encana Oil and Gas. Thrivent Advisor Network serves a wide range of clients, including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized asset allocations that typically emphasize low-cost diversified mutual funds and ETFs alongside other investment options.

Anthony Paul is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Advisor, Morgan Stanley Private Bank, Merrill, and Charles Schwab. Outside of his advisory work, he owns Propel Creative Enterprises LLC, a marketing company related to a book he authored. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management, financial planning, and advisory services supported by a network of approximately 286 advisors.

Anthony Regalado is a CFP® with 28 years of industry experience, currently advising at Facet since 2026. His prior roles include positions at Markit Digital/S&P Global/Communify Fincentric and Schwab Private Client Investment Advisory, Inc., where he worked for ten years, as well as a long tenure at Charles Schwab dating back to 1993. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households via phone, video, and a proprietary web platform. The firm employs model-based asset allocations primarily using ETFs and technology-driven processes, including machine learning for tax-optimized implementation and regular portfolio rebalancing.

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 credentials and having 11 years of industry experience. He has been with Wealth Watch Advisors since 2015. Outside of his advisory role, Gastl is 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 individuals, high-net-worth clients, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

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.