Peyton Simmons is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Modern Wealth Management, LLC. Prior to joining Modern Wealth Management in 2025, he worked at Stordahl Capital Management, Inc. and Crestone Capital LLC. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan consulting.

John Lindsey is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently a financial consultant at Wedbush Securities Inc., where he has worked since 2023. Prior to this, he was with Rand Advisors for three years and has experience in the hospitality sector. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages discretionary and non-discretionary portfolios and provides research and clearing services as both an adviser and broker-dealer.

Nathaniel Chapman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and having 10 years of industry experience. He has held roles at multiple related firms since 2016, including Thrivent Financial, Thrivent Investment Management Inc, and Purshe Kaplan Sterling Investments, and currently leads 5280 Associates, an affiliated advisory firm focused on retail clients. Outside of advisory services, he oversees business and marketing operations through AHW Advisors LLC. Thrivent Advisor Network serves individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized investment strategies emphasizing low-cost mutual funds and ETFs, with portfolio implementation through internal management and independent managers, providing both discretionary and non-discretionary advisory services.

Jack Sells is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and is based in Denver, CO. In addition to his advisory role, he works part-time as an assistant site manager at a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm’s investment process incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Anna Graff is a financial advisor with Western Wealth Management LLC in Denver, CO. She holds the Series 66 designation and has three years of industry experience. Prior to joining Western Wealth Management, she has been affiliated with GPS Wealth Strategies Group and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives operating under various business names.

Joshua Park is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alpha 1 Tax & Wealth Management, Epiqwest Culver Wealth Advisors LLC, and Culver Investment Company, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.

Brett Tomlinson is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Foundations Investment Advisors LLC and has previously worked at firms including Fidelity Brokerage Services and Sagepoint Financial. Outside of his advisory role, he serves as a sales representative for annuity and life insurance products through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored advice through discretionary and non-discretionary arrangements and utilizing model portfolios with an asymmetric rebalancing approach.

Brian O'Neil is a CFP®-certified financial advisor with 27 years of industry experience. He currently works at Certuity, LLC and has previously been with firms including JPMorgan Securities LLC, BNY Mellon, and U.S. Bancorp Investments. O'Neil serves as a board member and volunteer for the Foundation for Metropolitan State University, where he participates in investment oversight and audit committee activities. Certuity manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinctive multi-team structures including fund-of-funds vehicles and access to private markets.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Matthew Conley is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Savvy, Bank of America, Merrill Lynch, and Fidelity Investments. 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’s investment approach combines fundamental and quantitative analysis with strategic asset allocation across various asset classes, overseeing approximately $235 million in client assets.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He has held positions at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Nuechterlein holds Series 63, 65, and 66 licenses. Capital Investment Advisors serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and distinctive access to private investment solutions and pension consulting services.

Hyunsoo Jang is an investment advisor representative with Buck Wealth Strategies, LLC and holds the Series 63 and Series 66 designations. He has three years of industry experience and has worked at firms including Baird and Charles Schwab. Jang is also involved in consulting employers on retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing 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, primarily using equities, ETFs, and fixed income.

Andrew Perry is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at EdgeRock Wealth Management, Personal Capital Advisors Corporation, and Denali. He is also involved in fixed insurance and annuity sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

Mia Medina Bohanan is a financial advisor with AssuredPartners Investment Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at World Investments, Inc., Pensionmark Financial Group, Pensionmark Securities, LLC, and TrueNorth, Inc./IMA Wealth, Inc. She is also involved with AssuredPartners as a Senior Account Executive supporting retirement plan consulting. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with ERISA plan services and participant education.

Terry Tyler is a financial advisor with Royal Fund Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Royal Fund Management since 2015 and is also the President and sole owner of Durango Capital, Inc., operating as Legacy Retirement Services since 1996. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and options-writing overlays.

Augustus Skinner III is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Foundations since 2016 and also owns Alpha 1 Tax & Wealth Management, LLC, where he specializes in tax return preparation and financial services administration. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, with services delivered through a large network of affiliated offices and representatives.

Daniel Werts is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously worked at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Cabot Lodge Securities. Werts is also involved with LTCPro, LLC, where he conducts educational seminars and presentations for federal employees on their benefits. 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 uses a top-down, macro-environmental investment approach with tactical asset allocation and discretionary rebalancing, supported by third-party tools to customize client risk profiles.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Geneos Wealth Management since 2008 and operates Adrian and Associates, which he has led since 2006. Adrian serves on the board of directors at large for the Colorado Business Round Table. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals for individuals, trusts, estates, corporations, and institutions. The firm applies a range of investment strategies including fundamental, technical, and cyclical analysis across various account types and platforms, managing over $5.5 billion in client assets as of the end of 2024.

Andrew Carley is a financial advisor at Larson Financial Group, LLC with Series 63 and Series 66 credentials and two years of industry experience. His career includes prior roles at Empower Advisory Group and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he has been involved with Kwik Vending Service. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, and it offers a range of affiliated services including broker-dealer operations, commercial real estate brokerage, and pension consulting.