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Derick V
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Derick Volle is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with a range of portfolio management and consulting services. The firm operates as a decentralized network of investment adviser representatives offering access to diverse strategies and investment programs.
Hunter W
Series 65
Arvada, CO
Sound Income Strategies, LLC
Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.
Daniel E
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Daniel Ellis is a financial advisor at Western Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Western Wealth Management and LPL Financial since 2016. In addition to his advisory role, he is co-owner of an entrepreneurial venture named Core Progression. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates through a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing both firm-designed models and third-party strategies.
Johndavid W
Series 66
Golden, CO
Western Wealth Management LLC
Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.
Terry T
Series 63, Series 65
Lakewood, CO
Royal Fund Management, LLC
Terry Tyler is a financial advisor with Royal Fund Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Royal Fund Management since 2015 and is also the President and sole owner of Durango Capital, Inc., operating as Legacy Retirement Services since 1996. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and options-writing overlays.
Jennefer W
CFP®, Series 66
Arvada, CO
Vanderbilt Advisory Services
Jennefer Walsh is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. She has held roles at Vanderbilt Advisory Securities and Vanderbilt Securities since 2022 and has operated Walsh Financial Solutions, LLC since 2008. Prior to these positions, she worked at LPL Financial, LLC from 2003 to 2022. Walsh is also licensed to provide fixed insurance products as an insurance broker. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.
Isaac W
CFP®, Series 63, Series 66
Evergreen, CO
Apollon Wealth Management, LLC
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.
Michael M
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Michael Massey is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2004 to 2020 before joining Western Wealth Management and LPL Financial in 2020. Massey provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers, employing a range of investment strategies and maintaining oversight through a home office and investment committee.
Jeffrey S
Series 65
Littleton, CO
Arax Advisory Partners
Jeffrey Sullivan is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 credential with one year of industry experience. Before joining Cedrus Financial in 2024, he spent six years working with GracePoint Church and nine years at Mountain Heritage High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and it is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.
Ryan S
CFA®
Evergreen, CO
Arax Advisory Partners
Ryan Stuart is a CFA® charterholder based in Evergreen, CO, with 10 years of industry experience. He has worked at Arax Advisory Partners since 2025, following roles at WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners is a multi-team SEC-registered 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 using a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.
Andrew M
Series 66
Golden, CO
Western Wealth Management LLC
Andrew Miller is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Miller works part-time as a pilot for United Airlines. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing firm-designed models as well as third-party strategies.
Ian Y
Series 63, Series 66
Littleton, CO
Lexaurum Advisors
Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.
Kip H
Series 66
Golden, CO
Western Wealth Management LLC
Kip Hertzenberg is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is based in Golden, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and multiple advisory programs.
Darrin W
Series 65
Lakewood, CO
Sound Income Strategies, LLC
Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.
Elizabeth F
CFP®, Series 66
Golden, CO
INTELLICENTS INVESTMENT SOLUTIONS INC
Elizabeth Fugenschuh is a CFP® professional with 16 years of experience in financial advising. She currently works at Mutual Securities, Inc. and Intellicents Elevation LLC, and previously held roles at Geneos Wealth Management and Asset Solutions Inc. She is also a licensed insurance agent providing life, health, and disability insurance as needed by her clients. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with consulting and wealth management services. The firm employs a long-term, buy-and-hold investment strategy overseen by a CFA-designated Chief Investment Officer, offering both discretionary and non-discretionary options along with sub-advisory arrangements.
Ryan W
Series 66
Lakewood, CO
Arax Advisory Partners
Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.
Jacob K
Series 65
Lakewood, CO
Creativeone Wealth, LLC
Jacob Kavalar is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth and The Guardian Group in 2026, his work history includes roles in real estate and retail sectors. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, plan sponsors, and other RIAs, managing primarily discretionary accounts through a combination of proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, and private investments, along with consultative services and sub-advisory roles.
Tiffany R
Series 63, Series 65
Evergreen, CO
Advisory Solutions Group
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.
Aaron B
Series 63, Series 66
Golden, CO
Western Wealth Management LLC
Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and at LPL Financial for 3 years. Bagully provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a broad range of services including portfolio management, financial planning, and access to multiple model portfolios and strategies.
Michael P
Series 63, Series 65
Golden, CO
Maridea Wealth Management
Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Motley Fool Wealth Management, LLC for 11 years. Padilla serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and offers a range of financial and retirement plan advisory services.
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