Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Equitable Advisors, Cedrus LLC, and SRS Capital Advisors, LLC. He is involved in insurance brokerage activities, including fixed insurance and general agency services for accident, catastrophic illness, and term life coverage. 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 combines internal and third-party portfolio management with tailored asset allocation and employs performance-based fee arrangements and insurance brokerage activities for certain qualified investors and private funds.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. 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, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

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 Mulberry is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at LBMZ Securities Inc. and multiple Allegis affiliated firms. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients. The firm combines quantitative models with qualitative portfolio management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios.

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.

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.

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.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and co-trustee in investment-related businesses. Nations Financial Group, Inc. provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services and employs diverse investment strategies including fundamental, technical, and tactical methods, with access to both proprietary model portfolios and third-party managers.

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.

Andrew Cormack is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Morrow Energy. He is also an independent insurance agent licensed in life and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

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.

William Starr is a CFP® professional with 11 years of industry experience. He has worked at Northwestern Mutual and its affiliated companies from 2013 to 2026 before joining Victory Financial in 2026. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios ranging from Aggressive to Capital Preservation.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes at Colorado School of Mines and is chairman of the finance committee for The Chateau Beaver Creek HOA. 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 offers a range of services such as financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

William Fleming Jr. is a financial advisor with Advisory Services Network who holds a Series 63 credential and has 40 years of industry experience. His prior experience includes roles at LPL Financial Corporation and Western Wealth Management LLC. He is also the owner of a company involved in insurance sales and life annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing various securities and investment strategies tailored to client objectives and risk tolerances.

Raleigh Smith is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 10 years of industry experience. His career includes roles at Fidelity Investments, Transamerica Retirement Solutions, and several other financial firms. Outside of advisory work, he is a registered assistant at LP Finch and Associates and operates as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered adviser serving individuals, trusts, estates, corporations, and institutional clients with a range of financial planning and portfolio management services. The firm offers customized and model-based investment solutions using various analytical strategies and serves over $5.5 billion in client assets.