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.

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.

Michael Scialla is a financial advisor at Stephens with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Stifel Nicolas and A. G. Edwards & Sons, Inc. He is based in Castle Rock, CO. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Hailey Loveday is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. She has experience working at Bowman Financial Strategies and Charles Schwab & Co., Inc., with a total of several years in the financial services industry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models, third-party managers, and various investment strategies, including ETFs, mutual funds, individual equities, options, and private investments.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 license and seven years of industry experience. His prior experience includes seven years at Morgan Stanley. Outside of advising, he is involved in insurance sales through E.A. Buck Insurance. 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 employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Jordan Mc Connell is a CFP® professional with 10 years of industry experience, currently affiliated with Root Financial Partners since 2024. He previously worked at The Vanguard Group and Schwab Private Client Investment Advisory. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside its advisory services.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.

Kevin Rogers is a financial advisor with Western Wealth Management LLC in Erie, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2003 and joined Western Wealth Management in 2016. Outside of his advisory work, he is involved with KGS Holdings, LLC, a car rental business. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including model portfolios, ETFs, individual equities and bonds, alternatives, derivatives, and cryptocurrency.

Mark Fuhrman is a financial advisor with Western Wealth Management LLC in Castle Pines, CO, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over two decades at LPL Financial. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and financial planning services utilizing firm-designed and third-party model portfolios across various strategies.

Christopher Ricketts is a financial advisor with NWF Advisory Services Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at OSAIC, The Ameriflex Group, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of Ricketts Financial, doing business as Trailhead Financial Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programs and online academies separate from its advisory services.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. 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 consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.

Gordon Baker is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors and Securities America. Outside of his advisory roles, he is involved in a retail business buying and selling cars and watches. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.