Michael Ferrer is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He has worked previously with firms including BlackRock Investments, Macquarie Investment Management, and OppenheimerFunds Distributor, Inc. In addition to his advisory role, Ferrer serves as Vice President and National Sales Director at Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing a variety of analytical approaches and third-party platforms to tailor solutions for its clients.

John Schultz III is a financial advisor at Forum Financial Management, LP with seven years of industry experience. He holds a Series 65 designation and has worked at Forum since 2019. Prior to joining the firm, he held roles at Expedia Group and ZenPayroll (DBA Gusto). He serves as a board member of Glenmoor Country Club. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and support to independent advisors through its Forum Advisor Alliance division.

Stephanie Carr is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. She holds a Series 66 designation and has 20 years of industry experience. Her prior roles include positions at Planning Resources, Inc., Cambridge Investment Research, Inc., and OSAIC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

Christopher Rosa is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of advisory work, he is an independent contractor providing tax preparation and accounting services through CFS Tax Group, LLC. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and many advisors are dually licensed as insurance agents.

Nicholas Hamilton is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Morgan Stanley, and Merrill. In addition to his advisory work, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, supporting his practice through these business interests. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and a range of other securities, supported by a network of approximately 286 advisors and a variety of platform integrations and affiliated sub-advisory arrangements.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis.

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jarrod Giroue is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Stifel and Citizen Energy Partners prior to joining Stephens. Stephens offers investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs a range of investment strategies across discretionary and non-discretionary programs, supported by internal investment committees and an integrated broker-dealer and investment banking platform.

Chelsea Johns is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Root Financial Partners and has prior experience at firms including Empower Retirement, Mills Wealth Advisors, and Cain Watters & Associates. In addition to her advisory role, Chelsea operates a business planning and tax analysis practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm favors broadly diversified, passive investment approaches tailored to client objectives and offers specialized strategies, educational programming, and dedicated private-wealth planning services.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance. Diane is the owner of Aspen Peak Divorce Solutions, a divorce financial planning and mediation business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co- or sub-advisory relationships.

Jason Mong is a financial advisor at Wealth Watch Advisors, Inc. with 21 years of industry experience. He has worked with Wealth Watch Advisors since 2017 and previously held roles at Securities America, Inc., and operates Mong Financial Services, which includes insurance sales. He is licensed with Series 63 and Series 65 designations. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm utilizes a combination of quantitative, qualitative, and technical investment methods through third-party model managers and offers both traditional and alternative investment options.

Bowen Johnson is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has two years of industry experience and has previously worked at Front Range Financial and Manor House. Outside of advising, he has experience assisting with administrative and back-office processing at Front Range Financial. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis.

Noel Cajigas is a financial advisor at Blueprint Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NorthPointe Investment Partners and Diamond Wealth Management. In addition to his advisory role, he spends approximately 10% of his time as an insurance agent. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages about $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment framework that combines diversified asset allocation with price-driven trend-following and momentum rules.

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.

Lucas Wandell is a CFP® and ChFC® with nine years of experience in the financial industry. He is currently a wealth advisor at RFG Advisory, LLC, having previously worked at Mattern Capital Management, Triad Hybrid Solutions, Triad Advisors, Bank of America, and Merrill. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of services including portfolio management, financial planning, and alternative investments.

Pamala Reichert is a financial advisor at Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Geneos Wealth Management since 2007. Outside of her advisory role, she is a member and property owner of R&R Ranch LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment approach integrates continuous account monitoring, discretionary trading, and a variety of analytic strategies, with options for customized portfolios and third-party money manager referrals.

Stephen Starzec is a financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Wealth, Cetera, Midfirst Bank, and Bank of the West Wealth Management. He serves on the advisory council of a children's hospital and is a board member of the Alzheimer Association, participating in non-investment related giving activities. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated model strategies.

Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Brightlight Group and Christian Super. Outside of his advisory role, he serves on the boards of several tax-exempt organizations, including Criterion Institute and Global Trust Partners, where he acts as treasurer. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs, as well as turnkey asset management and sub-advisory solutions.

Robert Ruhm is a financial advisor at Tucker Asset Management LLC in Littleton, CO, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Tucker Asset Management since 2021 and has worked at the affiliated Tucker Advisory Group since 1998 as a Senior Business Developer. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid options, within its discretionary portfolios.