Michael Broker is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has held positions with LPL Financial and National Planning Corporation. Outside of advisory work, he serves as an adjunct professor at the University of Denver and is an author. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its planning and private markets strategies.

Rita Day is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Daniel Noven is a PFS™ credentialed financial advisor at Arax Advisory Partners with 27 years of industry experience. He has held prior roles at SRS Capital Advisors, Inc., N&A Professional Group, PC (formerly Noven & Associates, PC), and Noven Financial Group, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, retirement consulting, and advisory services that combine internal and external management strategies.

Nathan Stewart is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Quasar Distributors, Capital Advisors, E*TRADE Capital Management, Wells Fargo Clearing, and Scottrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investments alongside traditional equity and fixed-income, and offers services such as tax preparation, trustee services, and ERISA plan advisory.

Virginia Wu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She has previously worked at Fidelity Investments and several wealth management firms. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individual clients, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and a subscription education product for medical professionals.

James Mills Jr. is a Series 66 licensed financial advisor at Parallel Advisors, LLC in Denver, Colorado, with 20 years of industry experience. He has been with Parallel Advisors since 2010. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management and held-away account integration.

Austin Conway is a financial advisor at Momentum Independent Network Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Charles Schwab & Co., and operated Conway & Associate Corp. Momentum Independent Network Inc. serves individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, providing a range of discretionary and non-discretionary portfolio solutions through multiple managed account programs.

Nathaniel Chapman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and having 10 years of industry experience. He has held roles at multiple related firms since 2016, including Thrivent Financial, Thrivent Investment Management Inc, and Purshe Kaplan Sterling Investments, and currently leads 5280 Associates, an affiliated advisory firm focused on retail clients. Outside of advisory services, he oversees business and marketing operations through AHW Advisors LLC. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies emphasizing low-cost mutual funds and ETFs, with portfolio implementation through internal management and independent managers, providing both discretionary and non-discretionary advisory services.

Jack Seavall is a CFP®-certified financial advisor at Robertson Stephens with two years of industry experience. Prior to joining Robertson Stephens in 2024, he worked at the University of Colorado and Arapahoe High School. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Anna Graff is a financial advisor with Western Wealth Management LLC in Denver, CO. She holds the Series 66 designation and has three years of industry experience. Prior to joining Western Wealth Management, she has been affiliated with GPS Wealth Strategies Group and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives operating under various business names.

Janelle Mc Creary is a CFP® with nine years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Mariner Wealth Advisor, Moneta Group Investment Advisors, and Davis & Seiley Wealth Management. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies with third-party managers, offering services that range from wealth management to specialized solutions for medical professionals.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Rebecca Neils is a CFP®-certified financial advisor at Robertson Stephens with 25 years of industry experience. Her prior roles include positions at Schwab Wealth Advisors, Inc. and Charles Schwab, where she worked for over two decades. Outside of her advisory work, she owns several residential properties that she rents. Robertson Stephens Wealth Management serves a diverse client base, including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight, offering services such as portfolio management, financial and tax planning, and access to both public and private investment funds.

Julian Korber is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets Corporation, City National Bank, Purshe Kaplan Sterling Investments, and ORG Partners, LLC. Outside of his advisory work, he serves as a board member of the Colorado Photographic Arts Center, a nonprofit arts and cultural organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

Colin Farr is a CFP® professional with 15 years of industry experience. He is currently with Savvy and previously worked at Charles Schwab and Charles Schwab Bank. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA 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 a proprietary technology platform.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Geraldine Janiczek is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently with Arax Advisory Partners and has previously worked at Noven Financial Group, Inc. and SRS Capital Advisors, Inc. prior to that. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Joseph Rusinko is a CFA® charterholder with five years of industry experience. He currently works at AlphaCore Capital LLC in Denver, CO, where he has been since 2026. His prior roles include positions at Elk River Wealth Management, WealthShield, BOK Financial Private Wealth, and CoBiz Financial. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Moncherie Mason is a Retirement Plans Specialist at MissionSquare Retirement with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ICMA-RC Services, Global Retirement Partners, LPL Financial, and Principal Life Insurance. Mason is president of Cornerstone Tax and Financial Solutions, a tax preparation business, and serves as president of the board for The Second Chance Center, a nonprofit supporting the reintegration of formerly incarcerated individuals, as well as a trustee for the Blackhawks Youth Organization. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by model portfolios developed by Morningstar Investment Management.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.