Curtis Zeigler is a financial advisor with Geneos Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Geneos Wealth Management since 2007 and has been associated with Capital Management Group since 1986, where he also serves as president. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance Co. Diane is also the owner of Aspen Peak Divorce Solutions, a practice focused on divorce financial planning and mediation. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships.

Milo Park is a financial advisor at Navy Federal Investment Services, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including CWM, LLC, Cetera Advisor Networks, Bender Financial Services, and First Republic Investment Management, Inc. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform.

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

Diana Bobka is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Western Wealth Management and affiliated with LPL Financial since 2016. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with comprehensive portfolio management, financial planning, and consulting services. The firm operates a decentralized network of investment adviser representatives and employs a diverse range of investment strategies and model portfolios.

Nicholas Hassig is a CFP® professional with 11 years of industry experience, currently serving at Root Financial Partners since 2026. He previously worked at Charles Schwab and Charles Schwab Bank from 2019 to 2026, and at OppenheimerFunds Distributor, Inc. from 2016 to 2019. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Benton Ellis III is a financial advisor at Arax Advisory Partners with a Series 65 designation and five years of industry experience. He previously worked at SRS Capital Advisors, LLC and Cedrus LLC. Ellis also maintains a part-time role as a licensed insurance agent specializing in life and accident & health products. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a combination of in-house teams, external managers, and alternative investments, supporting portfolio management with AI tools and third-party analytics.

Erika Winters is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Snowden Lane Partners for three years and Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice on behalf of her husband, a gastroenterologist in Grand Junction, Colorado. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, utilizing a multi-team model with institutional capabilities and a broad range of investment tools.

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.

Steven Harp is a CFP® and ChFC® with 16 years of industry experience. He is currently with Colorado Wealth Group LLC in Denver, CO, where he has worked since 2020. Prior to that, he held roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Harp serves on the board of Floteq USA LLC, a company developing technology for the draft beverage industry, and is involved in startup equity holdings through Gratitude Ventures LLC. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm employs a blend of fundamental and quantitative analysis with strategic asset allocation and manages approximately $235 million across a team of six advisors.

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.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.

Hope Swain is a financial advisor at Root Financial Partners in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Root Financial Partners in 2026, she worked at Aspen Book Co/Pinkerton Collective LLC and FrontRange Capital Partners. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients, emphasizing broadly diversified, passive portfolios tailored to client objectives and risk tolerance. The firm offers educational programs and online academies alongside its advisory services.

Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes over two decades at Equitable Advisors and Cedrus LLC. Outside of advisory, he has roles related to fixed insurance and serves as a general agency for accident and illness insurance products. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes a mix of traditional and alternative investments supported by in-house teams and external managers.

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he has involvement as an insurance agent and maintains a business entity for tax and investment purposes that is not investment related. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a sponsored wrap fee program, employing a range of portfolio teams and investment strategies including alternative investments and AI-supported research.

Kara Jett is a financial advisor with LPL Financial in Windsor, Colorado, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She previously worked at Waddell & Reed, Inc. for ten years before joining LPL Financial and Western Wealth Management, LLC in 2021. Jett serves as Chief Compliance Officer and provides investment advisory services through Western Wealth Management, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.

David Rey is a financial advisor with Abacus Wealth Partners in Lakewood, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Abacus Wealth Partners, he held roles with the California Community Foundation and The California Endowment. He has also been involved with Mental Health Break, a nonprofit organization. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled vehicles into client portfolios.