Isaac White is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and also works at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank and Fidelity Investments. Outside of his advisory career, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he manages scheduling, referees, and board decisions. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions across asset classes, including ESG models and tax-managed Direct Indexing.

Matthew Lavoie is a financial advisor with Larson Financial Group, LLC and holds the CFA® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Charles Schwab Investment Management and Charles Schwab. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and it employs AI-assisted tools alongside human review for client recommendations.

Jeffrey Murray is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Wealthsource Partners, LLC and Avant Garde Advisors LLC. In addition to his advisory role, he owns and operates Strategic Planning LLC, an insurance agency specializing in fixed life, fixed annuities, disability, long-term care, health, and indexed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Patrick Durst is a financial advisor with Lifemark Securities Corp. in Centennial, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at Jackson National Life Distributors LLC and operating Front Range Financial LLC. Outside of his advisory work, he is also a rental property owner. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs, with advice tailored through risk assessments and delivered on both discretionary and non-discretionary bases.

M. Dana is a financial advisor at Western Wealth Management LLC with 25 years of industry experience and holds a Series 66 designation. Dana serves as President of the Denver Metro Chapter of the Society for Financial Awareness, where they participate as a speaker and seminar leader. Their prior roles include positions at LPL Financial and Pinnacle Advanced Planners, Inc. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, combining firm-designed model portfolios with access to multiple third-party managers and strategies.

Jeffrey Sullivan is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 credential with one year of industry experience. Before joining Cedrus Financial in 2024, he spent six years working with GracePoint Church and nine years at Mountain Heritage High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and it is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using multiple investment analysis methods and sometimes delegating trading to sub-advisers while retaining overall suitability responsibility.

Adam Truitt is a CFP® with 21 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. in Denver, CO. He has served as President of Financial Designs LTD. since 2012 and has been with M HOLDINGS SECURITIES since 2004. Truitt is a member of the audit committee for the Archdiocese of Denver and a board member of SEEDS OF HOPE, a community-based intervention organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Ryan Stuart is a CFA® charterholder based in Evergreen, CO, with 10 years of industry experience. He has worked at Arax Advisory Partners since 2025, following roles at WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Nations Financial Group, Inc. and Morgan Stanley. Outside of his advisory role, he provides consulting services for a residential real estate business focused on business strategy, marketing, social media, and technology. Concurrent Investment Advisors 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, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and operational platform integrations.

Steven Loerke is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at UBS Financial Services for 14 years and Prospera Financial Services for 3 years. Loerke is the founder and president of Redwood Advisory Group LLC, a firm focused on the tax and marketing aspects of the securities business. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services and emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis.

Kris Tower is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Tower held roles at Novem Group since 2015 and American Portfolios Advisors, Inc. from 2006 to 2024. He serves as a board member of the Financial Planning Association Political Action Committee. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.

Sarah Fullerton is a financial advisor at AssuredPartners Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked with firms including World Investments, Inc., Pensionmark Financial Group, and Fidelity. Outside of finance, she has worked with CorePower Yoga. 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 assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.

John Crumplar is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked at Wedbush Securities since 2010 and previously spent 10 years at UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, and supports clients through both advisory and brokerage capabilities.

Geraldine Janiczek is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently with Arax Advisory Partners and has previously worked at Noven Financial Group, Inc. and SRS Capital Advisors, Inc. prior to that. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Shawn Riley is a CFP® professional with 17 years of experience in the financial services industry, currently serving at Plante Moran Financial Advisors since 2014. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He serves as a board member of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and E.A. Buck Insurance, where he also serves as a life insurance agent. Abe is based in Denver, CO. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and employs third-party financial planning tools to tailor client risk profiles into customized allocations.

Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Jeffrey Hinkle is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Western Wealth Management LLC since 2019 and previously at NTB Financial Corporation from 2015 to 2019. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates through a decentralized network of 88 investment adviser representatives and utilizes a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.