Matthew Nimrick is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. He previously worked at Charles Schwab and Charles Schwab Bank SSB for a combined total of 10 years. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, by providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm uses a blend of top-down macro analysis and bottom-up security selection across various investment strategies, managing over $8 billion in discretionary assets and acting as an outsourced sub-advisor to other firms.

Nicholas Freas is a financial advisor with Thrivent Advisor Network, LLC in Denver, CO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Sentinel Peak Resources and Encana Oil and Gas. Thrivent Advisor Network serves a wide range of clients, including individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized asset allocations that typically emphasize low-cost diversified mutual funds and ETFs alongside other investment options.

Anthony Paul is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Advisor, Morgan Stanley Private Bank, Merrill, and Charles Schwab. Outside of his advisory work, he owns Propel Creative Enterprises LLC, a marketing company related to a book he authored. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management, financial planning, and advisory services supported by a network of approximately 286 advisors.

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, developing investment policies and selecting third-party portfolio managers while offering both discretionary and non-discretionary services.

Gabriel Veve is a CFP® with eight years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. He previously worked at Epicwest Culver Wealth Advisors and Charles Schwab in various roles. Gabriel also holds a life and health insurance license and works as an insurance agent on a limited basis. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Ian Scobie is a financial advisor at Signal Advisors Wealth, LLC in Denver, CO, holding a Series 65 designation with six years of industry experience. He has worked at Signal Advisors Wealth since 2026 and also serves as office manager at Patrick S Scobie PC, a law firm in Denver. Additionally, he is involved in insurance sales through Scobie Financial LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework.

Michelle Leichtner is a CFP® professional with nine years of experience in financial advisory. She currently works with The AmeriFlex Group and has held roles at Motley Fool Wealth Management, Merrill Lynch, and other firms. 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, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Joshua Probasco is a financial advisor with Arax Advisory Partners in Littleton, CO. He holds a Series 65 designation and has been with Arax Advisory Partners since 2026. His prior work experience includes roles at Cherry Creek Insurance Agency and Bright & Associates, as well as positions in education at Colorado Christian University and Colorado Early Colleges. Outside of finance, he operated Probasco's Landscaping for six years. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax is notable for its use of performance-based fee arrangements, carried-interest structures, and its active insurance brokerage operations.

Matthew Wiles is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at firms such as All Season Financial Advisors, Bleakley Financial Group, and Northwestern Mutual Investment Services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Todd Schwartz is a CFP® with 32 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. He is the managing partner of Schwartz Mabry Private Wealth Advisory LLC, an operating company for his partnership. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Karch Schwartz is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Fidelity Investments. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios along with wealth management, financial planning, and retirement plan advisory services.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at GWFS Equities, Protective Life, and Madison Avenue Securities. 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 employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income.

Dale Wolberg is a financial advisor at Redhawk Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Redhawk since 2012. In addition to his advisory role, he works as an independent insurance agent and a business services consultant, assisting businesses with payroll and human resource management. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach supported by a weekly investment committee and incorporates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Andrew Graefe is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Legacy Private Wealth Partners. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides customized wealth and investment management, financial planning, and retirement plan advisory services, utilizing a long-term investment approach with ETFs, mutual funds, and other asset classes.

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.

Craig Austad is a CFP® professional with 29 years of experience in the financial industry. He currently works at Savvy and previously held roles at Denver PWM, LLC and First Financial Equity Corporation. Austad serves as President of the Tiffany Homeowners Association in his community. 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.

Robert Lee is a financial advisor at Buck Wealth Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. Lee also serves as an insurance agent with E.A. Buck Insurance. 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 using tactical asset allocation and sector rotation, primarily through equities, ETFs, and fixed income with discretionary rebalancing.

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.