Jeffrey Kane is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2024 and previously spent over a decade with Charles Schwab and Schwab Wealth Advisory Inc. based in Littleton, CO. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerances, and offers specialized techniques and sub-adviser recommendations for clients with more complex needs.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving 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, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

John Bohan is a CFP® with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior roles include positions at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. He is the owner of Finbits Media LLC, a financial education blog where he writes about the economy and is the author of a book on personal finance. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging, technical analysis, and varied trading approaches, and is notable for its affiliation with a third-party administrator and pension consulting business.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation. She has two years of industry experience and has previously worked with E.A. Buck Financial Services and Madison Avenue Securities. Outside of finance, Alicia was involved with Kailua Beach Adventures from 2022 to 2024. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by 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.

Jose Luis Montiel is a financial advisor with Principal Advised Services, holding a Series 66 designation and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked at Principal Securities Inc. and Principal Life Insurance Company since 2010. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering integrated access to affiliated financial products and services.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves 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. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

Mark Neely is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Neely serves as a trustee for the Ed Feiman estate, acting as a resource for children in that capacity without compensation. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Drew Fear is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Personal Capital Advisors Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Albert Flores is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has worked at SRS Capital Advisors, Inc. since 2015. Flores is based in Greenwood Village, CO, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. It employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with fee structures that include asset-based and performance-based arrangements.

Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

Lorne Levy is a financial advisor at Financial Gravity Family Office Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. In addition to his advisory work, Levy is a Senior Loan Officer and Broker Associate at All City Financial Group, a mortgage and real estate company, and since 2023 has been an investor-franchisee with Gradum GSwing. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement client strategies.

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Gavin Thomas is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to Wedbush, he worked at Charles Schwab and is involved in a small restaurant business, JD's Bait Shop, in a part-time role. He is also listed as CEO of a tech coding company, Reign Services LLC, though he does not actively participate in its operations. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, operating as both an adviser and broker-dealer.

Benita Creacy is a CFP® with 24 years of experience in the financial services industry. She has been with Western Wealth Management LLC since 2016 and also holds roles at LPL Financial, LLC and the College for Financial Planning. Outside of her advisory work, she has maintained involvement with DC & Associates, Inc. and has been active as a notary. Western Wealth Management LLC serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management, financial planning, and consulting services supported by multiple model portfolios and custodial platforms.

Michael Opp Sr. is a financial advisor with Wealth Watch Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wealth Watch Advisors since 2021 and has operated Opp Financial and Insurance Services since 2007, focusing on fixed insurance and equity-indexed annuities, including universal life and whole life products. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, utilizing quantitative, qualitative, and technical methods across various investment strategies.

Brian Spead is a CFP® professional at Valeo Financial Advisors, LLC with 18 years of industry experience. He has worked at Valeo since 2019 and previously held roles at Charles Schwab and Charles Schwab Bank from 2006 to 2019. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including pro-bono planning and due diligence support for private fund sponsors.

Cooper Snowbarger is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 credential. He joined the firm in 2026 and has prior experience at Legacy Private Wealth Partners and Grand Canyon Education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, 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.

Michael Penton is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1990. 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 tailored portfolio strategies and conducts institutional research while also providing custodial, clearing, and prime services.