James Ulrick is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Farther Finance Advisors, PNC Investments LLC, Merrill, Bank of America, and Charles Schwab, where he worked for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Jo Ann Holst is a financial advisor with Royal Fund Management, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 13 years of industry experience. She has operated Holst Financial, Inc. dba Fuel Financial, Inc. since 2010 and owns jHolst Designs, a glass and fiber arts and crafts business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis and offers specialized services including options writing and access to select non-traded REITs.

Bartlett Snyder is a financial advisor with ValMark Advisers, Inc. in Denver, CO, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has been with ValMark Advisers since 2012 and has longstanding affiliations with Valmark Securities, Inc. and Churchley Financial Group dating back to 2007. Outside of his advisory roles, he is involved in various insurance consulting and referral activities related to disability, long-term care, and fixed life insurance. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes a diversified, goal-based investment approach through proprietary and third-party platforms, including sub-advisory relationships and wrap fee programs, and is notable for its involvement with investment-company products and index licensing.

Phoenix Frank is a financial advisor at Western Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked briefly at Starbucks and spent several years unemployed. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management, operating through a decentralized network of investment adviser representatives.

John Gilpin IV is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial LLC and Fidelity Investments. 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, combining firm-designed model portfolios with access to various third-party managers and strategies, with accounts reviewed at least annually.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Gregory Wikelius is a financial advisor with The AmeriFlex Group in Denver, CO, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. He is also the owner of One Vision Financial, a separate financial business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary management.

Zachary Swaffer is a CFP® professional at Modern Wealth Management, LLC with eight years of industry experience. He previously held roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he operates a small home-based Etsy business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by centralized investment oversight and a variety of specialized service offerings.

Kurt Gallup is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 license and has worked at firms including Simplicity Wealth and Wambolt & Associates. Outside of his advisory role, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach supplemented by tactical adjustments and integrates technology and third-party platforms to implement ETF-based portfolios.

Austin England is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He has worked with firms including Core Planning, LPL Financial, and INT Wealth Planning. Outside of his advisory roles, he is involved with Camp Wealth, where he provides financial planning services. Creative Financial Designs serves individual clients, corporations, institutions, and employer retirement plans, offering discretionary and non-discretionary investment management. The firm employs asset-class model allocations with multiple risk objectives and provides diverse billing options, including subscription and retainer arrangements.

Adam Thein is a financial advisor at Northern Trust Securities, Inc. based in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird & Co. Inc. and Ameriprise Financial Services, Inc. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management, offering model-driven, multi-asset portfolios with a combination of proprietary and third-party investment products.

Michael Serio is a CFA® charterholder with 13 years of industry experience. He currently works at Trilogy Capital, Inc., where he has been since 2024. His prior experience includes positions at Ashton Thomas, Wells Fargo Private Bank, J.P. Morgan Securities, Citigroup Global Markets, Citicorp Investment Services, and CIBC Private Wealth Advisors. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Anika Nelson is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation. She has one year of industry experience, including prior work at Maia Wealth. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through a managed account platform.

Scott Huelskamp is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and THRIVENT FINANCIAL for Lutherans. Huelskamp is also an owner and wealth advisor at 5280 Associates, an affiliated retail investment advisory firm. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations and long-term investment strategies using a range of investments including low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Kimberly Doleman is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Concorde Investment Services, DFPG Investments, and Doleman Wealth Management, where she serves as president. Outside of financial advising, she is the chair of the accountability committee for Littleton Prep Charter School, a nonprofit organization. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and co-advisory services, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Lagen Mc Lachlan is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and four years of industry experience. Prior to joining Sunbelt Securities in 2022, he worked for ten years at Maxar Technologies as a software engineer in aerospace technology. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of approaches including fundamental, technical, tactical, and strategic methods, and delivers services such as standalone financial planning, wrap-fee programs, and referrals to third-party money managers.

Curtis Zeigler is a financial advisor with Geneos Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Geneos Wealth Management since 2007 and has been associated with Capital Management Group since 1986, where he also serves as president. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management 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 as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Milo Park is a financial advisor at Navy Federal Investment Services, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including CWM, LLC, Cetera Advisor Networks, Bender Financial Services, and First Republic Investment Management, Inc. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform.

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.