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 an investment advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her career includes roles at Global Retirement Partners LLC, LPL Financial, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns a photography business called Hodge Podge Photos. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro approach with tactical asset allocation and integrates third-party tools and managers, distinguishing itself through the use of options strategies and a broad corporate footprint.

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.

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.

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.

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.

Jacob Myers is a financial advisor at Buck Wealth Strategies, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Buck Wealth Strategies, he worked at TIAA and Madison Avenue Securities. Outside of his financial advisory role, Myers is also licensed as a residential real estate agent in Colorado. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, integrating third-party planning tools and frequently utilizing options strategies and outside money managers.

Christopher Tucker is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Command Financial Planning, Inc. and its affiliated entities for 10 years before joining Buck Wealth Strategies and related firms. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach with tactical asset allocation and integrates third-party tools and managers, including options strategies and outside portfolio managers, to implement client solutions.

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.

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.

James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.

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.