Ronald Manning II is a financial advisor at Manning Financial Advisors in Evergreen, CO, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eggert Financial Management, Inc. and Colorado Financial Service Corp. Manning Financial Advisors serves high-net-worth accredited investors, trusts, and business entities with concentrated real-estate investments, focusing on specialized financial planning and tax-deferred exchange reporting. The firm emphasizes an asset-allocation approach aimed at reducing concentration risk and increasing income through conservative, long-term net-leased real estate portfolios.

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a financial advisor at Sohum Financial Planning, LLC with 25 years of industry experience. She holds the CFP® and Series 66 designations. Outside of advising, she is the owner and CEO of Sohum Mountain Ranch LLC, a non-investment related business. Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized investment programs and quarterly subscription services, using fundamental and technical analysis alongside Monte Carlo planning, with accounts custodied at Charles Schwab and reviewed at least quarterly.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor at Gorham Wealth Management, LLC in Golden, CO, holding a ChFC® designation and a Series 65 license with 18 years of industry experience. He has led his own firms since 2007 and has worked as an airline pilot for United Airlines since 1990. Outside of advisory services, he maintains a significant career as a pilot and volunteers as a committee chair. Gorham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs third-party managers through the Envestnet platform and combines fundamental analysis with technical reviews in its client strategies.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Laurie Tinnell is a CFP® and Series 65-licensed financial advisor with Moseley Investment Management, Inc. She has 10 years of industry experience, including roles at Moseley Investment Management and LPL Financial LLC. Prior to her financial services career, she worked at Bradenton Country Club for 12 years. Laurie is also a General Partner of a family-managed investment partnership and serves as a trustee managing a family estate’s stock portfolio. Moseley Investment Management provides financial planning, consulting, and portfolio management to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs fundamental analysis and a long-term investment approach, utilizing a range of securities and derivatives to manage approximately $457 million in assets.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Cynthia Alvarez is a financial advisor at Savvy with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Centric Investment Group, Metis Wealth Management, and Wambolt & Associates. Cynthia serves on the board of the Evergreen Area Chamber of Commerce. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Isaac White is a Certified Financial Planner® with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, First Citizens Bank and Investor Services, and Fidelity Investments. Outside of his advisory role, he serves as Soccer Director for the Glendale Kenly Recreation League, overseeing scheduling and refereeing activities. Apollon Wealth Management, LLC is a multi-team SEC-registered advisory firm that serves individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting across various asset classes and investment vehicles.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

Mitchell Gerschick is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior work history includes roles at Wambolt & Associates and Huntington National Bank, as well as positions outside finance in education and the service industry. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by technology from its parent company and a distinctive external marketing approach.

Frederick Churchley III is a financial advisor at ValMark Advisers, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers and ValMark Securities since 2003, and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory roles, he serves as Executive Director of the Mountain Resource Center, a community resource for struggling families, and provides insurance consulting services to a family trust. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Bryce Johnson is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coretactic Strategies LLC, Private Client Wealth Advisors, LLC, and operated his own firm, Bryce Johnson Investment Advising LLC. Johnson serves as a board trustee for Denver Academy and is a director of the Carson Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, and educational workshops, emphasizing customized portfolio construction across various investment strategies.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has nine years of industry experience. He has worked at Ameritas Advisory Services, Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, and TD Ameritrade. Defrank is also involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and in wealth management with Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, individual securities, and third-party managers, offering a broad range of programs and investment options within a mutual holding company structure that includes affiliated broker-dealer, investment, and insurance entities.

Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Cetera Advisors LLC. He has also operated his own financial advisory and asset management business, Corfee & Associates, since 1993. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment approaches and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Stark is a financial advisor at Transamerica Retirement Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wells Fargo Clearing, and Clark Brothers Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory services focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management as an independent financial expert for portfolio construction and operates with a large client base and primarily non-discretionary assets.