Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

John Stefanich Jr. is a financial advisor at Advantage Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Stefanich & Associates, PC since 1985. Advantage Financial Services is an independent firm that provides investment advice primarily to individual clients through separately managed accounts and also serves trusts, estates, corporations, and self-directed retirement, pension, and profit-sharing plan accounts. The firm employs asset allocation, fundamental, and technical analysis to construct portfolios tailored to clients' objectives and risk tolerance, offering both discretionary and non-discretionary account management.

John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.

John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.

Charles Brant is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Branzan Investment Advisors, Inc. since 2011. Outside of his advisory role, he manages several private investment entities focused on illiquid alternative asset investments. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach utilizing low-cost mutual funds, ETFs, individual securities, independent managers, and alternative investments as appropriate.

Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

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.

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.

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.

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.

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.

Randy Anderson is a CFP® professional with 23 years of industry experience. He is currently with Traction Financial Partners in Littleton, CO, and has previously worked at LPL Financial and Equitable Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a core-satellite investment approach that focuses on strategic ETF allocations combined with tactical satellite investments, and it provides educational workshops and coordinates estate-planning support through third-party platforms.

Mona Feeley is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at WhippleWood Advisors since 2016. Prior to her advisory role, she was a partner at WhippleWood CPAs, her primary occupation, from 1999 to 2025. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm integrates tax and estate consulting with portfolio management, using a goals- and risk-based approach supported by an internal investment policy committee and proprietary frameworks for larger clients.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Capital Peak, LLC, Worth Street, LLC, Moreton Capital Markets, and Capital Markets Consulting. He serves on the Board of Directors and as Committee Chair for the Risk Management Association - Rocky Mountain Chapter and is a member of the Investment Advisory Committee for the City and County of Denver, as well as Committee Chair for the University of Colorado Business Economic Outlook Forum and Financial Activities Committee. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations, employing a goals- and risk-based approach with core/satellite portfolio construction. The firm integrates tax and estate consulting with portfolio management and maintains close coordination with an affiliated accounting practice.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Robert Eberhardt III is a financial advisor at Geneos Wealth Management, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Geneos since 2013, alongside roles at Eberhardt Wealth Management LLC and A&I Financial Services, LLC. Outside of his advisory work, he operates Eberhardt Wealth LLC and acts as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, including discretionary trading and model portfolios.

Gerald Clas is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, Clas serves as a trustee of the Charles A. Clas Trust. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Allen is a financial advisor at Arax Advisory Partners with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and TIAA-CREF. He is also licensed as an insurance agent, selling variable products, life, accident, and health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal management, third-party models, and tailored asset allocation to meet client objectives and employs performance-based fee arrangements alongside traditional asset-based fees.

Benton Ellis III is a Series 65 licensed advisor with five years of industry experience, currently affiliated with Arax Advisory Partners. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, RD Systems, Schneider Electric, and United Renovations. He is also active as a licensed insurance agent in Littleton, CO, selling life and accident & health insurance products on a part-time basis. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans and offers a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and active insurance brokerage activities.