Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America, Inc., and Sterne Agee Investment Advisor Services, Inc. Outside of his advisory work, he has been employed as a Technology Coordinator at the Archdiocese of Denver since 2015. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios based on client objectives, risk tolerance, and tax considerations.

Andrew Burnside Jr. is a financial advisor at ON Investment Management Company with Series 65 and Series 63 credentials. He has one year of industry experience, including current roles at The O.N. Equity Sales Company and Colorado Financial Advisors. Prior to joining the financial industry, he worked at Halliburton and attended Louisiana State University. ON Investment Management Company is a SEC-registered adviser that 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 services including comprehensive and modular plans, third-party investment programs, and emphasizes both discretionary and non-discretionary account management.

Alexandra Swanson is a CFP® professional with 16 years of industry experience, currently serving at Pure Financial Advisors, LLC. Her prior roles include positions at MAI Capital Management and Bellco Credit Union. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes comprehensive financial planning centered on academic frameworks and offers discretionary portfolio management alongside related services such as pension consulting and donor-advised fund solutions.

John Morris is a CFP®-designated financial advisor with one year of industry experience. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Osica Wealth Inc and ERSI Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, using customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.

Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Zachary Yeager is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Auror and Vendr. Yeager is also involved with Mosaic Retirement Planning, LLC, where he engages in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Fernando Ortiz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers services ranging from scaled model portfolios to pro-bono planning for nonprofits.

Andrew Parisi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corporation for six years. In addition to his advisory role, he is involved as an agent with Medicare Solutions, focusing on Medicare plans. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $4.21 billion in client assets across a variety of programs, including advisor-managed portfolios and third-party managed solutions.

Paul Levy Jr. is a financial advisor with Good Life Advisors, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Good Life Advisors and LPL Financial since 2015. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering a range of programmatic solutions and educational resources.

Brian McConnell is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 19 years of industry experience, having worked at firms including Cambridge Investment Research, Sagepoint Financial, MassMutual, and MetLife Securities. 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.

Garry Kirkland is a financial advisor at Western Wealth Management LLC with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Western Wealth Management since 2016. He also has a long tenure at LPL Financial dating back to 2009. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of investment adviser representatives, utilizing a variety of investment strategies and multiple custodial platforms.

Donald Fitzsimmons is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Key Investment Services, Bancwest Investment Services, and Guardian Life Insurance Company. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Mark Strubel is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Triad Advisors Inc., GCG Financial, and Securian Financial Services. Outside of his advisory role, he is involved with GCG Financial, providing fixed insurance products such as long-term care, property casualty, and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, and provides comprehensive ERISA plan services including policy development and participant education.

Bryan Boll is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at LPL Financial, Traction Financial Partners, Brighthouse Securities, and MetLife Investors Distribution Company. Outside of advisory work, he has business interests that include ownership of a timeshare rental in Steamboat Springs, Colorado. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies across various asset classes and providing both discretionary and non-discretionary advisory services.

Homayoun Nekoorad is a CFP® with 33 years of industry experience, currently serving at ON Investment Management Company since 2015. He also holds roles at The O.N. Equity Sales Company and Constellation Insurance. Outside of investment advisory, he is involved in mortgage loan origination through Coffee Mortgages. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of service models, including comprehensive plans and third-party investment programs, with a mix of discretionary and non-discretionary advisory relationships.

Vinton Hartmann is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He held prior roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2026. Outside of advising, he owns several business ventures, including affiliate marketing and an independent insurance agency. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives.

Michael De La Garza is a financial advisor at Capital Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Perry Investment Solutions, LLC and Bank of America, N.A., among other firms. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions along with specialized estate and tax planning resources.

Elizabeth Schwinghammer is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is based in Greenwood Village, Colorado. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary client technology and a platform for other advisors.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations using a range of investment strategies, including tax-aware direct indexing and alternative solutions, supported by partnerships with third-party sub-advisors and technology providers.