Brandon Metcalf is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bowman Financial Strategies and Berthel, Fisher & Company Financial Services, Inc. Prior to his financial career, he was involved with Simply Amaizen Popcorn from 2013 to 2017. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Vipul Varma is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Regulus Financial Group, FSC Securities Corp, and Advanced Trustee Services. Outside of advising, he works as a process chemical engineer consultant for Archer Daniels Midland Company. Regal Investment Advisors LLC, also known as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select strategies tailored to client needs while granting Regal discretionary authority for implementation and rebalancing.

Jonathan Underkofler is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., BNY Mellon Wealth Management, Waddell & Reed, Ameriprise, Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, combining discretionary and non-discretionary portfolio management with institutional research and operational capabilities.

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. 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 institutional investment management through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.

Eric Palmer is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional investors, and government entities. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kyrie Greathouse is a financial advisor at Buck Wealth Strategies, LLC in Denver, Colorado, holding a Series 65 designation with three years of industry experience. Prior to joining Buck Wealth Strategies, Kyrie worked at Oxford Wealth Advisors, TownSquare Capital, and Portside Wealth Group. Additionally, Kyrie is involved with E.A. Buck Financial Services as a financial advisor and insurance agent. 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 focused on tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Christopher Pelley is a financial advisor at BFC Planning, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Apollon Wealth Management. Outside of advisory roles, he is involved in insurance product sales and serves as managing director of SafeHaven Asset Protection. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisors offering customized portfolio strategies and fee arrangements.

Parker Maxwell is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Savvy and previously worked at Valeo Financial Advisors, G&S Capital LLC, and Charles Schwab. Outside of advising, he was involved with Maxwell Realty LLC from 2014 to 2017. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax and estate planning support.

Dustin Carr is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior work history includes roles at Principal Life Insurance Company, Principal Securities Inc, Planning Resources Inc, and Sagepoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Brandon Wilson is a CFP® and ChFC® with five years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Fidelity Investments and Northwestern Mutual in various advisory and wealth management roles. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, delivering services through a large network of affiliated offices and investment adviser representatives.

Bryce Baker is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. He has been with Brighton Jones LLC in Denver, CO since 2012. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Melissa Rupe is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors Inc. She is based in Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering a range of services including annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Jeffrey Blomgren is a CFP® professional with 26 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2021. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.

Connor Schutt is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has approximately one year of experience in the industry, with prior roles including positions at T. Rowe Price and State Farm VP Management Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering services through proprietary planning methodologies and managed account solutions.

Ruchita Mickelsen is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower in 2025, she worked at Equitable Advisors and held roles outside of finance including positions at Certified Language International and Trans Perfect. Mickelsen also owns a dropshipping Shopify store, managing it outside of normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Spencer Kozmata is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2022, and has prior experience at Charles Schwab and Raymond James Financial Services. Kozmata also worked at Chatham Financial and was affiliated with the University of Colorado early in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and the firm conducting at least annual account reviews.

Olena Shevchenko is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GWFS Equities Inc since 2016. Outside of her advisory role, she has worked as an image processor for the E-470 Toll Road, reading and entering license plate characters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Ross Walker is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alice Layson is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Accenture, Inc. and E*Trade Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joel Amador is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he worked at Charles Schwab & Co., Inc. for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across equities, fixed income, and alternatives.