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.

Theresa Kurtenbach is a CFP® professional with 24 years of experience in the financial advisory industry. She is the owner and president of Financial Solution Advisors Corp. and also serves as president of Kurtenbach & Co., P.C., a certified public accounting firm. Additionally, she is the CFO of JPK Enterprises LLC, a golf equipment sales business. Financial Solution Advisors Corp. is an independent advisory firm that serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with a core-and-satellite framework using index funds, ETFs, and selective active managers.

Chris Landry is a financial advisor at Visionary Planning & Investment, LLC in Knoxville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he is involved with Panther Trax Delivery, dedicating part of his time to this non-investment business. Visionary Planning & Investment provides financial planning, portfolio management, retirement plan advice, and rollover guidance to individuals, high-net-worth clients, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory with a buy-and-hold strategy, supplemented by fundamental and technical analyses, and offers discretionary and nondiscretionary portfolio management.

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.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.

Timothy Cook is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He founded The Cook Company, LLC in 2025 after 13 years at The Albert T. T. Cook Company. He holds an insurance license and conducts business through NFG Brokerage. The Cook Company, LLC provides investment advisory, portfolio management, and financial planning services to individuals and small businesses. The firm focuses on diversified, long-term fund-based portfolios using no-load mutual funds and ETFs, typically managing accounts on a non-discretionary basis, and offers private equity opportunities for qualified clients.

Stephen Parsons is a financial advisor at Wealth Management Consultants L.L.C. in Castle Pines, Colorado, holding Series 63 and Series 65 designations with 20 years of industry experience. He has been with Wealth Management Consultants L.L.C. since 2015. Wealth Management Consultants L.L.C. provides comprehensive wealth management services to high-net-worth individuals and charitable organizations, combining investment management with estate, tax, cash flow, debt, and insurance planning. The firm emphasizes discretionary portfolio management using no-load mutual funds and ETFs, individualized asset allocation, and may include private partnerships and lower-rated fixed-income securities as part of its investment approach.

William Kulick is a financial advisor at Aventus Wealth Management LLC in Centennial, CO, holding a Series 65 designation with experience spanning roles at Mitchell Kulick & Company and PricewaterhouseCoopers. His background includes four years at Drake University and three years at Regis Jesuit High School. Aventus Wealth Management LLC serves primarily institutional clients and pooled investment vehicles, providing discretionary investment management and supervisory services. The firm’s approach combines passive and active strategies based on Modern Portfolio Theory, tailoring asset allocation to client objectives, risk tolerance, and liquidity needs.

Joseph Davis is a financial advisor with Tree Line Strategy Group LLC, holding a Series 65 credential and two years of industry experience. Prior to founding his independent firm, he worked for ten years at The Coca-Cola Company. In addition to advising, he provides consulting services to consumer goods companies on business strategy, digital commerce, and customer segmentation. Tree Line Strategy Group LLC offers discretionary portfolio management and sponsors a wrap fee program, serving individual and high-net-worth clients. The firm employs an active, technically driven investment approach that integrates charting, cyclical and technical analysis, Elliott-Wave principles, and volatility analytics across various securities.

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.

Dustin Bell is a financial advisor at Reflective Financial, holding a Series 65 designation with two years of industry experience. Prior to founding Reflective Financial in 2023, he worked at T-Mobile for seven years and was involved with Tearfund USA. His background includes corporate strategy and nonprofit finance. Reflective Financial is an independent, single-advisor firm providing comprehensive financial planning to individuals and high-net-worth clients through a fee-only model. The firm emphasizes asset allocation, low-cost ETFs and mutual funds, and passive strategies grounded in Modern Portfolio Theory, offering planning services without discretionary portfolio management or percentage-of-assets fees.

Jake Dubose is a CFP® with 19 years of industry experience. He is currently with Savvy and has previously worked at Empower Advisory Group, Personal Capital Advisors, and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. 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 a proprietary technology platform and use of external research and sub-advisers.

Robert Smith is a financial advisor with RCS Wealth Management in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Brookstone Capital Management LLC and MariPau Wealth Management LLC. Outside of his advisory role, Smith serves as president of Seniors Only of Colorado, an insurance agency focused on life and annuity sales. RCS Wealth Management provides discretionary investment management and financial planning services to individual, high-net-worth, corporate, and multi-generational family clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, and incorporates third-party risk assessment tools and sub-advisers to manage portfolios.

Robert Douglass is the sole advisor at Douglass Financial Group in Conifer, CO, holding a Series 65 designation with 24 years of industry experience. He has led Douglass Financial Group since 2013. Douglass Financial Group provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients, as well as advisory services for 401(k) plans. The firm’s investment approach focuses on tailored portfolio construction based on clients’ income, tax considerations, time horizon, and risk tolerance, utilizing a range of investment vehicles including mutual funds, ETFs, REITs, hedge funds, and insurance products.

Eric Lybarger is a financial advisor at Evergreen Investing, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Evergreen Global Investment Group, LLC since 2008. In addition to his advisory role, he is a pilot with United Airlines. Evergreen Investing, LLC serves individuals, trusts, and business clients by providing portfolio management and financial planning services. The firm employs a variety of analytical techniques and investment strategies while emphasizing documented client objectives and risk tolerance through formal Investment Policy Statements.

Stewardship is important to my clients and me. Stewardship is the idea that the money we have, the time we're given, and the gifts and experiences we have should be managed well so that we can be all that we can be - to make the world a better place for us and those around us. My goal is to help free up my client's time spent on figuring out the tax code, investments and retirement income planning so that they can focus on being a good steward of two more important resources - their time and gifts/experiences. As a financial stewardship partner, I help my clients pay less in taxes, invest wisely, and develop and follow a plan so they won't outlive their retirement income. I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive personal financial planner. My greatest joy is spending time with my wife, Michelle, and five kids; Jack, Kate, Elijah, Clayton, and Annalise. I also enjoy mountain biking, snowboarding, and running in the beautiful Colorado outdoors. I grew up in New Zealand, where I developed my passion for being outdoors.