Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Mark Teerlinck is the principal advisor at Elite Wealth Management in Parker, Colorado, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avant Garde Advisors LLC and Wealthsource Partners LLC. Elite Wealth Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plan participants. The firm employs a client risk profile-driven investment approach that emphasizes broad diversification, uses portfolio analytics tools, and offers concentrated, actively managed equity strategies uncommon among independent advisers.

Roger Buswell is the principal advisor at Buswell Associates, Inc. in Castle Rock, CO, holding the CFP®, ChFC®, and Series 63 designations with 27 years of industry experience. He has operated his firm since 1995 and has been associated with Guardian Life Insurance Company since 1983. Buswell is also an insurance agency owner and licensed insurance agent. Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individuals and employer-sponsored plans. The firm constructs diversified portfolios primarily using mutual funds and occasionally annuity contracts, guided by client volatility tolerance and long-term horizons, and offers insurance-related services alongside its advisory work.

Mark Shively is the sole advisor at Mark P. Shively, an independent firm based in Castle Rock, CO. He holds a Series 63 designation and has 27 years of industry experience, having worked at his own firm since 1992. Outside of his advisory role, he has served as president of the board of directors for the Castle Pines North Homeowner's Association, a volunteer civic position. His firm provides financial planning and portfolio management to individuals, couples, and families, typically using true no-load mutual funds. The investment approach is conservative and long-term, focusing on diversified, low-cost funds, tax and inflation considerations, and regular client consultation.

Corey Wiederholt is a CFP® professional with five years of experience in financial advising. He is the sole advisor at Trailpoint Financial Planning, an independent firm based in Castle Rock, CO. Prior to founding Trailpoint, he worked in the oil and gas industry at Extraction Oil & Gas, Ultra Petroleum, and EOG Resources. He also provides contract accounting services to corporate and individual clients. Trailpoint Financial Planning serves individual clients with integrated financial planning and portfolio management, primarily using passive, model-based portfolios managed by a sub-advisor. The firm offers a range of planning services, including retirement, tax, estate, and college funding, and maintains discretionary authority over client accounts within a small client base.

Kevin Zech is the principal of KL Zech Investments, an independent firm based in Parker, Colorado. He holds a Series 63 designation and has 27 years of industry experience, having led his firm since its founding in 1998. Outside of his advisory work, he maintains a separate agricultural real estate business with limited time commitment. KL Zech Investments provides fee-based discretionary portfolio management and financial advice primarily to individual clients, including retirement, trust, family, and business accounts. The firm’s investment approach centers on client-specific asset allocation models and combines fundamental analysis with technical analysis for security selection and timing.

Kyle Kues is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Snowcap Financial in Castle Rock, CO. His prior experience includes roles at Securities America and Daimler AG. Snowcap Financial is an independent advisory firm managing approximately $13.2 million for around 45 clients, including individual investors, businesses, and employer-sponsored retirement plans. The firm focuses on passive portfolio construction combined with fundamental, technical, and cyclical analysis, offering services such as discretionary portfolio management, financial planning, employee benefit plan advisory, and educational seminars.

Kaleb Paddock is a CFP® with nine years of industry experience, currently serving as the sole advisor at Ten Talents Financial Planning LLC in Parker, CO. His prior experience includes roles at Aspiriant, LLC and Stanford Investment Group, Inc. He has maintained his independent practice since 2018. Ten Talents Financial Planning provides financial planning and discretionary investment management to individuals, families, trusts, estates, and high-net-worth clients. The firm typically begins engagements with project-based financial planning and offers tax preparation and planning services to investment management clients, utilizing diversified, long-term portfolios with passive, low-cost mutual funds and ETFs tailored through fundamental analysis and Investment Policy Statements.

Scott Campbell is a CFP® and ChFC® with 26 years of experience in financial advising. He has been the principal of Wealth Acumen, Inc. since 2004. In addition to his advisory role, he serves as president of Life Acumen, Inc., a company providing accounting and consulting services to business clients. Wealth Acumen, Inc. is an independent, fee-only advisory firm serving individuals, trusts, and business entities with discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis, long-term holdings, and incorporates a significant allocation to physically-backed precious metal trusts within its investment approach.

Thomas Vann is the sole advisor at Vann Investments LLC in Castle Rock, Colorado, holding a Series 63 designation with 49 years of industry experience. He has been with Vann Investments and Royal Alliance Associates, Inc. since 1991. Vann Investments LLC serves individual investors and small businesses, offering fee-only investment advice and financial planning through a value-oriented portfolio management approach. The firm employs a bottom-up, fundamental strategy focused on securities trading at a discount with stable earnings and dividend growth, and it is currently closed to new clients.

Benjamin Guillon is a CFA® charterholder with nine years of industry experience. He previously worked at WRA, Inc. for six years. Outside of his advisory role, he is a partner in two real estate companies based in Castle Rock, Colorado. He is the sole advisor at Cim, an independent firm affiliated with NetEarth, LLC, which focuses on conservation venture incubation and investment consulting for accredited investors, foundations, family offices, and corporations. The firm emphasizes developing proprietary private conservation companies through system exploration, commercial validation, and capital structuring, typically providing non-discretionary, non-custodial advisory services rather than traditional portfolio management.

Jason Yeager is the sole advisor at JDY Eigen Advisors in Parker, CO, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2019, and he has operated JD Yeager & Co L.L.C. since 2020. JDY Eigen Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as small businesses, foundations, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizing strategies such as core-and-satellite, active management, and value investing, and offers both direct portfolio management and access to a broad range of third-party model managers.

Joseph Rowley is the sole advisor at Rowley Financial LLC in Parker, Colorado. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He previously worked with Commonwealth Financial Network from 2000 to 2018 before founding Rowley Financial LLC. Rowley Financial LLC advises individuals, including high-net-worth clients, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting services, using a combination of fundamental and technical analysis to build diversified portfolios with a focus on asset allocation and ongoing monitoring.

Trisha Allen is a financial advisor at MonuWealth Advisors with a Series 65 designation and one year of industry experience. She is also an accountant and owner of T. S. Allen & Associates, LLC. Her prior experience includes roles at Monument Wealth, Inc and Summit Wealth Group. MonuWealth Advisors provides discretionary portfolio management, pension consulting, and financial planning services to pension and profit-sharing plans, corporations, institutional clients, and individuals. The firm uses Schwab platform models combining passive and active strategies, and offers customized investment policy statements with regular monitoring and reporting.

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

We provide tax advice for clients who want to make the most of a significant financial opportunity, such as selling a major asset, managing a concentrated stock position, running a small business, or minimizing your taxes during retirement. We examine many different potential strategies to identify which might be the best fit for your situation and your goals. We provide advice for a flat project fee, which means you do not have to commit to a long-term engagement, and you do not have to transfer assets to our management. The fee for a planning project will depend on the complexity of your situation and the breadth of topics you want assistance with. Clients with special tax situations may benefit from our Specialized investment management service, which utilizes options trading to control risk and generate tax losses. This type of investment management is not appropriate for all clients, but given the right opportunity, it could create significant tax savings.

Raymond Stein is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at New Light Financial. His prior roles include positions at APO Financial Services, Horter Investment Management, and Asset Protect One. Outside of advisory work, he is a licensed insurance agent involved in the sale of annuities and life insurance. New Light Financial provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients and business entities, managing approximately $27 million across about 90 accounts. The firm uses firm-developed model portfolios aligned with life-stage objectives and combines strategic asset allocation with active tactical management.

Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Matthews manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as president. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Terry Lambert is the principal of Tailored Tax and Wealth and holds a Series 65 credential. He has prior experience at the Department of Treasury, Charles Schwab, WhiteWave Foods, and KPMG. Lambert has been with Tailored Tax and Wealth since 2025. Tailored Tax and Wealth provides portfolio management, financial planning, and tax compliance services to individuals and businesses. The firm uses Modern Portfolio Theory and Betterment’s platform for investment strategies, combining tax and accounting services with advisory work.

John Haggar is the sole advisor at JD Haggar Financial in Castle Rock, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cedrus, LLC, Equitable Advisors, LLC, Axa Advisors, LLC, and Lincoln Financial/SageMark. He serves as a board member of the Ed Haggar Family Foundation, a nonprofit organization that distributes funds to charities such as St. Jude Care and the Red Cross. JD Haggar Financial is an independent registered investment adviser providing customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes diversified asset allocation through fundamental and technical analysis, offering both discretionary and advisory, non-discretionary solutions primarily via custodial platforms like Schwab and SEI.