Steven White Jr. is an advisor with ON Investment Management Company in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at ON Investment Management Company and its affiliated firms since 2017 and also has experience in insurance sales, engaging in business development and client meetings. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Thomas Samuelson is a CFA® charterholder with 20 years of experience in financial advising. He has been with Integrated Advisors Network LLC and Vineyard Global Advisors since 2015. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting using a range of strategies, including fundamental and quantitative analysis, options, and third-party manager platforms.

Brent Hablutzel is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Rockefeller Financial. Outside of his advisory role, he owns a sole proprietorship related to residential investment property. Western Wealth Management LLC 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 as a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, alternatives, and derivatives.

Angela Haydusky is an Investment Adviser Representative with Advisory Services Network and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Northwestern Mutual and Primericia. Outside of her advisory role, she provides notarization and office support services through HGSD Consulting. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Taylor Yionoulis is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos since 2015. Outside of his advisory role, he operates a non-investment business under Nolen Western Co. and works as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Blaine Thiederman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior experience includes roles at Progress Tax Services LLC, Blend Financial LLC, Kaplan Financial LLC, and PricewaterhouseCoopers. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an approach grounded in modern portfolio theory and tax-aware strategies.

Matthew Deller is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Sowell Management and has held roles at firms including 10X Wealth Advisors, Dynamic Employee Solutions, and Sound Financial Solutions. Outside of his advisory work, he serves as president of 10xEmpowerment, LLC, which provides executive coaching, organizational development, and leadership training. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of investment strategies and model portfolios, working through an independent-contractor model with over 100 investment adviser representatives.

Christopher Wharton is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Retirement Matters from 2016 to 2019. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and offers a range of investment strategies including growth, fixed income, direct indexing, and alternative investments.

Daniel Froning is a financial advisor at Concurrent Investment Advisors, LLC with over two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including AMG National Trust Bank and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm that serves individuals, families, 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.

Scott Ulaszek is a CFA® charterholder with six years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at Bank of New York, Bank of the West, and Osterweis Capital Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and affiliated models.

Christopher Marlin is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 credential and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he is involved in the sale of collectible items such as vintage sports cards. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes both discretionary and non-discretionary management approaches.

Darren Petty is a CFP® with 12 years of industry experience, currently serving at Tucker Asset Management LLC since 2015. He also holds roles at Retirement Architects LLC and My Retirement Architect LLC. His background includes activities in the insurance sector. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach, integrating a variety of investment strategies including alternative and structured products.

Micah Strode is a Series 66 licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, Principal Life Insurance Company, and ALPS Fund Services. Outside of his advisory role, he owns a business focused on insurance, benefits, and human resources. 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 retirement consulting through a network of advisory affiliates and multiple program platforms.

John Kamm is a financial advisor at Wealth Watch Advisors, Inc with 14 years of industry experience. He holds a Series 66 designation and has been with Wealth Watch Advisors LLC since 2015. Outside of financial advisory, he is a part-owner and director of several non-investment businesses, including a mortuary supplies company and a funeral service company operating in Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm utilizes a range of investment strategies through vetted third-party model managers and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.

Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.

Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.

Elizabeth Allam is a financial advisor at RFG Advisory, LLC with one year of industry experience. She previously worked at Johnson & Johnson Vision for seven years and held a short-term unemployment period. Outside of her advisory role, she is a partner in Three Thirds Enterprises, LLC, which manages short-term rental properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for serving investment companies and state and municipal clients.

Dominic Black is an advisor at Integrity Advisory Solutions with a Series 65 credential and no prior industry experience. He is also the manager and owner of Lab Seven Design and Imprints, LLC, a custom apparel decoration business he has operated since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs using a range of asset-allocation strategies and third-party platforms.

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. 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 broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.