Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Joseph Volcheck is a CFP® and holds a Series 65 license with six years at Brighton Jones LLC and four years at Cerner, totaling five years of industry experience. He is based in Denver, CO. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

David Mannaioni is a financial advisor at St. Bernard Financial Services, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Mannaioni serves as Dean and Associate Professor at the College for Financial Planning and is President of Success By Design LLC, a tax-related business. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation and emphasizes collaborative, largely non-discretionary client relationships.

Stephen Brubaker is a CFP® professional with 19 years of experience in financial advising. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Kestra Advisory Services, and KESTRA Investment Services. Outside of his advisory work, he serves as president of the Cherry Creek Softball Booster Club and volunteers for a local organization called Slammers, as well as participating on a golf committee. 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 money manager selection and monitoring, and retirement plan consulting, providing customized advice and various investment solutions through discretionary and non-discretionary manager relationships.

Kara Farrow is a financial advisor with United Capital Financial Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She previously worked at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, and supports customization through a broad affiliate network and technology platform.

Jennifer Wernsing is a financial advisor at NWF Advisory Services Inc with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including The Prudential Insurance Company of America and Bull, Bear, Bartz LLC DBA Envision Financial Partners. Outside of advisory roles, she serves as treasurer of a homeowner association and is an executor for a family estate. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Jennifer Kast is a CFP® certificant with 12 years of industry experience, currently an advisor at The AmeriFlex Group. She has previously worked at Kestra Advisory and Cambridge Investment Research, Inc. Outside of her advisory role, she owns a food and beverage business, APIS COFFEE, LLC. 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, manager selection, and retirement plan consulting, delivering customized strategies across various platforms and custodians.

Christopher White is a financial advisor with Prospera Financial Services, Inc. in Castle Rock, CO, holding a Series 66 designation and 15 years of industry experience. He has been with Prospera Financial Services since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Collin Stauder is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at Plante Moran Financial Advisors since 2015. He holds the Series 65 license and is based in Denver, CO. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio services.

David Bear is a CFP® certificant with 16 years of industry experience. He is currently an advisor at NWF Advisory Services Inc and has previously worked at Prudential Insurance Company of America, Envision Financial Partners, and The Ameriflex Group among others. Outside of his advisory roles, he is a managing agent for an oil and gas partnership and a real estate investment company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture wealth management platform with a focus on strategic long-term investing supplemented by tactical strategies and access to third-party advisory models.

Adam Makkai is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Advisory Services Network since 2018. His prior experience includes roles at Northwest Asset Management, Western Wealth Management, and LPL Financial. He also teaches finance courses at Regis University, where he has been an instructor since 2002. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation strategies and a diverse mix of securities.

Ashley Wright is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at RBC Wealth Management, UBS Financial Services, and EQIS Capital Management. Wright is also employed with E.A. Buck Financial Services, providing investment advice and insurance services. 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, primarily utilizing equities, ETFs, and fixed income.

Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.

Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Douglas Turner is a CFP® with 19 years of industry experience. He is currently an advisor at Western Wealth Management LLC, where he has worked since 2016, and he has also been associated with LPL Financial since 2006. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of 88 advisors, utilizing a range of investment strategies and products.

Laurence Schiffman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. Prior to this, he worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2006 to 2019. He is the owner of Traverse Group, LLC, which focuses on staff management and financial planning, and also assists clients with tax preparation through Traverse Planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies with regular account reviews and portfolio rebalancing.

David Selden is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including Gradient Advisors, Madison Avenue Securities, and AE Wealth Management. Outside of his advisory work, Selden is president of Mountain West Retirement, LLC, a firm focused on marketing insurance services, and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit offering financial education classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary and third-party strategies, including modern portfolio theory and quantitative analysis, and offers access to ETFs, mutual funds, options strategies, and select private investments.

Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.

Jennifer Scaglione is a financial advisor with Mariner Independent who holds a Series 66 designation and has 10 years of industry experience. She previously worked at LPL Financial, LLC for ten years before joining Mariner in 2023. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Chelsey Collins is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc., where she has worked since 2012, including time with its affiliated entity B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets and serves over 16,000 clients. The firm provides a wide range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party investment models.