Jeremiah Kinzie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with The AmeriFlex Group and previously worked at Northwestern Mutual Wealth Management Company and J.P. Morgan Chase. Outside of his advisory role, he is also involved with Pilkington Financial Group in Denver. 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.

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, DiSys, The One Group, Macquarie Group, and Clemson University. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

Kevin Davis is a CFP® with 19 years of industry experience and has been with Archer Investment Corporation since 2019. Prior to joining Archer, he worked at H.D. Vest Advisory Services for 12 years. He is also the owner and sole proprietor of Davis & Larson PC, a tax preparation and accounting firm. Archer Investment Corporation provides investment management primarily to individual clients, offering a range of services from comprehensive financial planning to limited-scope model portfolios. The firm serves both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds.

Brian Chase is a PFS™ credentialed advisor at Arax Advisory Partners with 10 years of industry experience. He has worked at SRS Capital Advisors, Inc. since 2020 and Noven Financial Group, Inc. prior to that. In addition, he serves as a CPA Partner at JDS Professional Group, a role he has held since 2006. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a blend of internal portfolio management and external manager relationships, utilizing performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Tami Babylon is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years before joining Wedbush Securities in 2023. Outside of her advisory role, she serves as Vice President on the Board of Directors for the East Maloney Home Owner's Association in North Platte, NE, and is a 1% member of T&T Baker Enterprises, LLC, an excavation business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets services among others. The firm acts as both portfolio manager and broker-dealer, supporting a range of portfolio management options and institutional research.

Lara Herron is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. She has held roles at New Frontier Wealth Management and New Frontier Financial, LLC, where she also provides insurance services. Outside of financial advising, Herron manages a technology company, HP (formerly known as POLY). Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives, delivering advice and implementation support with a largely non-discretionary model.

Robert Penrose is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Good Life Advisors and LPL Financial, he worked at Thrivent Financial and Goosehead Insurance. Outside of financial services, he owns an online virtual volleyball coaching and mentoring platform called NEXT LEVEL VOLLEYBALL. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a process that combines fundamental, technical, and cyclical analysis tailored to client objectives.

Quintin Mc Laran is a financial advisor with The AmeriFlex Group in Englewood, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Leigh Wealth Management Group, OSAIC, and SagePoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection and monitoring, and retirement plan consulting, delivering customized strategies through various asset allocation models and wrap programs.

Ryan Landsberg is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Denver, CO, where he has worked for 10 years. He is also a partner at PM Holding Group, LLP, an activity unrelated to investment management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management solutions.

Beau Pollard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He has worked at Sowell since 2021 and is also the founder and wealth manager of Wayfinder Capital, LLC. His prior experience includes roles at Centerpiece Wealth Advisor and Charles Schwab, and he served in the Army National Guard from 2006 to 2020. Sowell Management is a multi-team registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, and other RIAs. The firm supports over 100 independent advisors with trading, compliance, and back-office services while employing a variety of investment strategies and offering access to model portfolios and third-party managers.

Cynthia Hodges is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Global Retirement Partners LLC, LPL Financial, LLC, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns Hodge Podge Photos, a photography business. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and provides ongoing portfolio supervision and written financial plans.

Anna Fanning is a CFP® with five years of industry experience, currently serving as a financial advisor at Geneos Wealth Management, Inc. She previously worked at KPMG US LLP and holds a CPA designation. Outside of advising, she is a notary public and owns AMFinancial LLC, a holding company. Geneos Wealth Management serves a wide range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and portfolio strategies, combining continuous account monitoring with discretionary trading authority on most accounts.

Ryan Turner is a CFP® professional with six years at Plante Moran Financial Advisors and three years of industry experience. Prior to joining Plante Moran, he worked at RMB Capital and was affiliated with the University of Colorado Boulder. Based in Denver, CO, Turner provides financial advisory services within a multi-team firm environment. Plante Moran Financial Advisors serves a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, employing a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Joyce Mcdaniel is a financial advisor with Geneos Wealth Management, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Kestra Investment Services, Merrill, and A & I Wealth Management. She has been with Geneos Wealth Management since 2013. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, managing over $5.5 billion in client assets as of 2024, utilizing a range of investment strategies and flexible account management options.

Erik Bosman is a financial advisor with Strategic Wealth Investment Group, LLC in Denver, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was involved with Strategic Wealth Designers since 2020 and operated Chefs Hat Cafe from 2011 to 2020. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a combination of internally developed and third-party model portfolios, blending fundamental, technical, and cyclical analysis, and offers advisory access to private placements for accredited investors.

Jacob Myers is a financial advisor with Buck Wealth Strategies, LLC in Denver, Colorado. He holds the Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at TIAA and United Parcel Service. In addition to his advisory work, Myers is a licensed real estate agent, working part-time in residential real estate. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles and portfolio allocations.

Christopher Tucker is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Buck Wealth Strategies, LLC, and has prior experience at First Command Financial Planning, Inc. from 2016 to 2026. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment process with tactical asset allocation and portfolio supervision, supported by third-party financial-planning tools to customize client risk profiles.

Adam Moeller is a financial advisor with Encompass More Asset Management LLC in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Foundations Investment Advisors, llc and Wealth Watch Advisors LLC. Outside of his advisory role, he operates AJM Financial LLC as an independent insurance agent, selling various fixed and indexed annuities and life and health insurance products. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individuals rather than corporate or charitable clients.

Ryan Cirasiello is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Western Wealth Management since 2016 and also has a background with LPL Financial. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing firm-designed model portfolios alongside third-party strategies.

David Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. He holds a Series 66 designation and has 23 years of industry experience. Since 2013, he has been associated with both Western Wealth Management and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a variety of investment strategies and third-party manager relationships.