Janelle Van Meel is a financial advisor at Savvy with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wambolt & Associates, LLC and Morgan Stanley. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Jeffrey Loehr is a CFA® charterholder with 15 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2016. He is based in Greenwood Village, Colorado, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, 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.

Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.

Nathan Willis is a financial advisor with Redhawk Wealth Advisors, Inc. based in Parker, CO, holding a Series 65 designation and nine years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and is also involved with BWRisk Insurance Company and Alink Captive Insurance Services. Outside of his advisory role, Willis provides education on 401(k) accounts and serves as an independent consultant for a valuation firm. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee, and provides services such as multi-generational wealth planning, separately managed accounts, and educational seminars.

Andrew Wagner is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Quotient Wealth Partners, LLC and previously held roles at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services across a range of client types. The firm employs diversified, factor-tilted investment strategies tailored to client risk profiles and utilizes technology for held-away account management.

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.

David Overton is a financial advisor at Halbert Hargrove in Denver, CO, with 27 years of industry experience. He has been with Halbert Hargrove since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent involved with Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a research-driven investment committee to construct diversified portfolios.

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.

Ashley Robinson is an investment advisor representative at Buck Wealth Strategies, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Retirement Planning Strategies, CL Wealth Management LLC, and Cabot Lodge Securities, LLC. Outside of her advisory role, she provides educational seminars and financial presentations for federal employees through LTCPro LLC, DBA Federal Benefits Made Simple. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering 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 sector rotation, using equities, ETFs, and fixed income instruments.

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.

Michael Hou is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Retirement Partners of Hawaii and service in the United States Marine Corps. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering 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 sector rotation.