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.

Keith Spengel is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including Magellan Financial and Edelman Financial Services. Outside of his advisory role, he serves as Director for Financial Education and Training at LTC PRO, LLC, where he provides financial planning presentations and education to federal employees, and he is also involved in broadcasting development through Magellan Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Eden Ross is a CFP® with three years of industry experience, currently serving as a financial advisor at Root Financial Partners in Denver, CO. Prior to joining Root, Ross worked at Stordahl Capital Management and Fidelity Investments. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to clients’ objectives and tax considerations, and offers specialized strategies and financial education programs.

Nathan Couch is a financial advisor with BOK Financial Securities, Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with BOK Financial Securities and its affiliated firm BOKF, NA since 2011. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research from its affiliate Strategic Investment Advisors with a range of model strategies including income, growth, and ESG-focused approaches.

Kayla Marjanovic is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Shepherd Wealth & Retirement and Holloway Wealth Management. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at Jenkins Wealth and Client One Securities, LLC. Outside of his advisory role, he teaches educational classes through the 5280 Adult Education Network. Western Wealth Management LLC serves a broad range of clients including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors. The firm employs a variety of investment strategies and provides access to multiple advisory programs and third-party managers.

Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Western Wealth Management since 2017 and also owns Akins Financial, providing financial planning and consulting services. Outside of investment advising, he is involved as a mortgage loan officer with MAC5 Mortgages, Inc. 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, offering a range of portfolio management and consulting services supported by firm-designed and third-party model portfolios.

Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2017, including three years with Morgan Stanley Private Bank, N.A. prior to joining his current firm. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing a variety of model portfolios and investment strategies.

Jacob Ray is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including Savvy, MML Investor Services, MassMutual Life Insurance Co, and Harp Financial Group. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and long-term care insurance. Colorado Wealth Group serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The six-advisor team manages approximately $235 million using a blend of fundamental and quantitative analysis, strategic asset allocation, and external sub-advisors.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Ryan Hall is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Gradient Advisors, LLC since 2021 and previously worked at Accelerated Wealth Advisors, LLC and served in the 53rd Electronic Warfare Group. Outside of his advisory role, Hall is President and CEO of Hall Financial LLC, where he is involved in insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering services on a non-discretionary basis.

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

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.

Eric Woodraska is a CFA® charterholder with three years of industry experience. He is currently an advisor at Clear Creek Financial Management, LLC and has previously worked at Foreside Fund Services, Harborside Sales Group, Lokation Real Estate, Hancock Whitney, and American National Insurance Company. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research through its Helios Quantitative Research service, emphasizing individualized portfolio construction and a combination of fundamental, technical, and cyclical analysis.

Nicole Smith is an advisor at GHP Investment Advisors Inc. based in Denver, CO, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at EP Wealth Advisors and Lifetime Fitness. GHP Investment Advisors Inc. provides discretionary and non-discretionary investment supervisory services, portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and offers additional private fund management and family-office tax services.

Christine Callaway is a financial advisor at Western Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Cornbelt Financial LLC, Jfthompson Wealth Management (Leyenda Capital Partners LLC), and United Capital Financial Services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies, including model portfolios, ETFs, mutual funds, individual securities, alternatives, derivatives, and cryptocurrency products.