Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Brian Brubaker is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has prior experience at Kestra Advisory, Kestra Investment Services, OSAIC, and Cambridge Investment Research. 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.

Tait Mc Gowan is an advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Madison Avenue Securities. 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 utilizes third-party tools to customize client risk profiles.

Kathleen Santiago is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Federated investment Counseling and related affiliates for eight years. Outside of her advisory role, Kathleen coaches group fitness classes at Omnia Fitness Collective in Denver. 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 employs both strategic and tactical investment approaches, offering model portfolios, custom discretionary programs, and third-party manager recommendations.

Paul Layton is a CFP® with 10 years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at Empower Advisory Group and Personal Capital. Outside of financial advising, he owns Homefield Sports, an e-commerce business focused on sporting goods and apparel. Root Financial Partners offers investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm uses diversified, passive investment strategies tailored to client goals and also provides educational programs and online academies separate from its advisory services.

Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a proprietary advisory platform alongside access to third-party manager programs.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.

Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.

Joseph Petrelli is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Lifeworks Advisors, he worked at Equitable Advisors and was part of The Brian Petrelli Team. He has also held roles outside finance, including a licensed assistant position at Ascent Realty Group. Lifeworks Advisors serves a diverse client base, including individuals, trusts, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and quantitative models, while maintaining integrated tax and technology services uncommon among multi-team advisors.

Lynn Thurgood is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 26 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Oxford Wealth Advisors, among others. Outside of advising, he is the sole owner and president of Insurance Network, Inc., an independent life insurance agency. 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 utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Danny Holladay is a CFP® professional with 18 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2020. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a 50% owner and Director of Investments at ID Wealth, LLC in Colorado Springs and holds a license as an independent insurance agent specializing in dental and group disability income, life, accident, and health insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning, retirement consulting, and sub-advisory services.

Michael Herron is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. Before entering the financial advisory field, he worked for Konica Minolta Business Solutions for 28 years. Outside of advising, he is involved with MLH Property 1 LLC, an independent business venture. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and integrates multiple analytical approaches in portfolio management.

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.

Jay Murray is a financial advisor at Belpointe Asset Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2019. Murray is the founder and president of Solutions For Tuition, a college planning and tuition consulting firm he has led since 2005. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

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.

Nathan Sutherland is a financial advisor at NWF Advisory Services Inc with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Transamerica Financial Advisors, Inc and The Ameriflex Group. Outside of his advisory role, he operates Jeep-Dad LLC, a tax preparation and planning service. NWF Advisory Services, Inc provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

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.

Andre Foy is a financial advisor with Zacks Investment Management, Inc., holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2011. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and manages mutual funds and ETFs. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across diverse strategies and offers its services through various wrap-fee and unified managed account programs.

John Mumford is a CFP® professional with 38 years of industry experience. He has worked at LPL Financial since 2002 and has been with Western Wealth Management LLC since 2016. Outside of his advisory work, he has engaged in music-related activities, spending a small portion of his time as a musician. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of advisers with access to diverse investment strategies and multiple custodial platforms.