Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His career includes roles at CreativeOne Wealth, AXA Equitable, and BAM Advisory Group. Outside of advising, he has worked in various service roles and participated in junior hockey. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to create diversified investment strategies, and offers services including fee-based asset management and comprehensive financial planning.

Jeremy Fritsch is a Series 66-licensed financial advisor with two years of industry experience. He currently practices at BAM Wealth Management LLC, where he has worked since 2025. Prior to joining BAM, he held positions at CreativeOne Wealth, LLC and Equitable Advisors, LLC. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis, employing a range of investment strategies including ETF and mutual fund allocations, unified managed accounts, and option-based hedging.

Michael Miller is a financial advisor with Rosel Wealth Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc., Fidelity Brokerage Services, LLC, and East Star LLC before joining Rosel Wealth Management. Rosel Wealth Management provides investment advisory and planning services to individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable organizations, offering customized portfolio management and comprehensive financial planning. The firm manages approximately $630 million in assets and employs a range of investment strategies, including derivatives and borrowing, with features such as a wrap-fee program and tax-preparation fee reimbursement.

Kristen Goodman is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest in Denver, CO since 2020. Prior to joining Ellevest, she worked at J.P. Morgan Private Bank from 2015 to 2020. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored wealth management solutions, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options.

Matthew Rosenberg is a financial advisor at RoseCap Investment Advisors, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at Rosenberg Capital Advisors since 2008. Outside of his advisory role, he operates a small business consulting company focused on real estate and business matters. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutions. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates low-cost ETFs, fundamental and technical analysis, and proprietary quantitative models.

Brendon Smith is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop financial plans and implement investment strategies aimed at growing wealth for current and future generations. He focuses on empowering clients to make informed and effective financial decisions. Prior to joining Fidelity Investments in 2022, Brendon served as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2019 to 2022. He also worked as a Sales Specialist at Morgan Stanley from 2018 to 2019. Outside of his professional work, Brendon enjoys activities such as attending concerts, hiking, skiing, traveling, spending time at the beach, and following football.

Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 credentials and has four years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2020, he worked at OneShare Health and in education with Kaplan Higher Education and Ancora Education. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes platform relationships with Envestnet and Pershing to deliver investment management and consulting services.

Gregory Beal is a financial advisor with Western Wealth Management LLC based in Golden, CO. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Morgan Stanley, and Advised Asset Group, LLC. Western Wealth Management serves a broad client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party and LPL-sponsored investment programs.

Brooke Martinez is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a licensed notary and operates a home-based business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, offering a range of investment strategies and access to multiple LPL-sponsored advisory programs.

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.

Scott Ranby is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Mission Wealth Management, LP since 2025, previously working at Kuhn Advisors, Inc. from 2014 to 2025. He is based in Denver, CO. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, portfolio management, financial planning, and institutional retirement services, employing long-term investment strategies that include alternative investments and third-party sub-advisors.

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. 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 LPL-sponsored programs.

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.

Ariel Bean is a Series 65-licensed financial advisor with one year of industry experience, currently with Tucker Asset Management LLC. Prior to joining Tucker, Bean worked at Vestigo Advisor Group and has been involved in insurance sales through The Bean Agency since 2018. Outside of financial advising, Bean is co-owner of The Royal Property Company, which engages in real estate renovations and rentals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macroeconomic asset-allocation approach and integrates alternative investments through platforms such as CAIS.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Navy Federal Brokerage Service, Navy Federal Financial Group, Pvg Asset Management, and VIP Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party firms and provides account monitoring, rebalancing, and optional overlay services.

Thomas Krusic is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at INTELLICENTS INVESTMENT SOLUTIONS INC since 2021 and previously held roles at ABG Consultants, LLC and Brighton Jones, Inc. Outside of his advisory work, he is a partner and shareholder in Intellicents Evergreen, LLC, a non-investment-related business. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm focuses on long-term, buy-and-hold investment strategies and offers a range of retirement plan consulting, wealth management, and educational services.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding the PFS™ designation and Series 65 license with 13 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, emphasizes fundamental analysis with a long-term investment focus, and offers additional services such as tax preparation through an affiliated family office.

Bryan Hinmon is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Motley Fool Asset Management, LLC and Motley Fool Wealth Management, LLC from 2016 to 2025 before joining Maridea Wealth Management LLC in 2025. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Adam Hall is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at Western Wealth Management LLC and has been associated with LPL Financial since 2010. His background includes managing investment-related businesses affiliated with LPL Financial. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers a wide range of portfolio management and financial planning services, utilizing both firm-designed models and various third-party strategies.

Janelle Van Meel is a financial advisor at Savvy with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wambolt & Associates, LLC and Morgan Stanley. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal 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 proprietary technology and third-party platforms.