Mark Neely is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Neely serves as a trustee for the Ed Feiman estate, acting as a resource for children in that capacity without compensation. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.

Steven Ehnstrom is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 33 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, U.S. Bancorp Investments, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisors using a variety of model portfolios and strategies.

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

Tyler Graeve is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and nine years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, Axa Advisors, and SharkNinja. Outside of advisory work, he is an independent insurance agent offering variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team 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 using a combination of internal and third-party portfolio management, tailored asset allocation, and various advisory services, including performance-based fee arrangements and private fund management.

Charles Rhoades II is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at LPL Financial, Pinnacle Wealth Management, U.S. Bancorp Investments, and Edward Jones. He also operates Rhoades Investment Corp, a business entity used for tax and investment purposes. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers comprehensive portfolio and retirement plan management using a decentralized model that combines firm-designed portfolios and access to multiple third-party strategies across various asset classes and programs.

David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

George Fields is a Chartered Financial Consultant (ChFC®) with 47 years of industry experience. He is currently with Lexaurum Advisors and has held previous roles at firms including Capital Resource Group, Inc., where he served for 21 years, and Securities America Advisors. Outside of his advisory work, he serves as Vice President and Board Member of the Ken Caryl Medical & Professional Owners Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients through a multi-advisor team. The firm employs diversified portfolios guided by modern portfolio theory and offers both traditional custodial management and discretionary rebalancing services across various account types.

Mitchell Gerschick is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior work history includes roles at Wambolt & Associates and Huntington National Bank, as well as positions outside finance in education and the service industry. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by technology from its parent company and a distinctive external marketing approach.

Matthew Deller is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Sowell Management and has held roles at firms including 10X Wealth Advisors, Dynamic Employee Solutions, and Sound Financial Solutions. Outside of his advisory work, he serves as president of 10xEmpowerment, LLC, which provides executive coaching, organizational development, and leadership training. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of investment strategies and model portfolios, working through an independent-contractor model with over 100 investment adviser representatives.

Kevin Mann is a CFP® with 20 years of industry experience, currently serving at Compound Planning, Inc. He has worked at Personal Capital Advisors Corporation, Empower Advisory Group, GWFS Equities, Charles Schwab, and A. G. Edwards & Sons. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools, and offers both direct investment management and a turnkey asset management program that includes access to alternative investments.

Steven Minturn is a CFA® charterholder with five years of industry experience. He has worked at BMO Asset Management in both the US and EMEA regions before joining Forum Financial Management, LP in 2021. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

Caine Crawford Sr. is a Series 65-licensed financial advisor at Gradient Advisors, LLC with three years of industry experience. He previously worked at Virtue Capital Management, LLC and has been involved with the Federal Employee Advocacy Group since 2015. He also provides financial education and planning services specifically for federal employees. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach tailored to client objectives and risk tolerance.

Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered multi-team 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 using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Schuyler Cayton is a CFP® with 18 years of industry experience, currently advising at Snowden Capital Advisors LLC. His career includes roles at Triad Advisors, Signator Investors, Wealth Management Associates of Colorado, Transamerica Financial Advisors, and Wells Fargo Clearing. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm utilizes a multi-team approach with institutional capabilities, providing customized model portfolios and access to third-party managers while maintaining client oversight.

Samuel Winter is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Charles Schwab, TD Ameritrade, and Park Avenue Securities. 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 utilizes a wide range of investment strategies and sponsored advisory programs.

Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.