Christopher Tucker is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Command Financial Planning, Inc. and its affiliated entities for 10 years before joining Buck Wealth Strategies and related firms. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach with tactical asset allocation and integrates third-party tools and managers, including options strategies and outside portfolio managers, to implement client solutions.

Adam Moeller is a financial advisor with Encompass More Asset Management LLC in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Foundations Investment Advisors, llc and Wealth Watch Advisors LLC. Outside of his advisory role, he operates AJM Financial LLC as an independent insurance agent, selling various fixed and indexed annuities and life and health insurance products. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individuals rather than corporate or charitable clients.

Ryan Cirasiello is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Western Wealth Management since 2016 and also has a background with LPL Financial. 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 and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing firm-designed model portfolios alongside third-party strategies.

David Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. He holds a Series 66 designation and has 23 years of industry experience. Since 2013, he has been associated with both Western Wealth Management and LPL Financial. 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 consulting services through a decentralized network of 88 advisors, utilizing a variety of investment strategies and third-party manager relationships.

William Starr is a CFP® professional with 11 years of industry experience. He has worked at Northwestern Mutual and its affiliated companies from 2013 to 2026 before joining Victory Financial in 2026. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios ranging from Aggressive to Capital Preservation.

Jacob Ray is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including Savvy, MML Investor Services, MassMutual Life Insurance Co, and Harp Financial Group. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and long-term care insurance. Colorado Wealth Group serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The six-advisor team manages approximately $235 million using a blend of fundamental and quantitative analysis, strategic asset allocation, and external sub-advisors.

James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.

Debra Barton is a financial advisor with The AmeriFlex Group based in Denver, CO, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and H. Beck, Inc. She is also the owner of Barton Financial Services, Inc., an insurance business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and manager relationships.

Russell Luna is a ChFC® with 11 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. Prior to joining Virtue, he held roles at Fusion Capital Management, First Advisors National, LLC, and Crescent Financial among others. He is the owner of LUNA Wealth Management, which focuses on life, fixed, and indexed annuities as well as long-term care appointments. Luna is involved in several professional and charitable organizations, including serving as a board member for the American Cancer Society Nationwide Gift Planning Advisor Council and participating in multiple estate planning councils. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services through a multi-team model, employing tactical, strategic, and dynamic investment approaches combined with due diligence on third-party managers and model strategies.

Tyler Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2022. Prior to joining Forum, he worked at Stordahl Capital Management, Inc. and Ernst & Young LLP. He is an Investment Committee Member of the Colorado Society of Certified Public Accountants, advising the association on managing funds and assets. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.

Joaquin Cuevas is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Blackberry Farm and the University of Colorado - Boulder. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process and offers both discretionary and non-discretionary portfolio management, utilizing proprietary models and third-party managers.

Keith Fisher is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Denver, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. Fisher has served as a principal at Financial Designs LTD. since 2013 and has been associated with Penn Mutual since 2004. He is a board member of the Denver Philharmonic Orchestra Foundation. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and business entities through a nationwide network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services while employing both portfolio managers and third-party sub-advisors to support client objectives.

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes at Colorado School of Mines and is chairman of the finance committee for The Chateau Beaver Creek HOA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

William Fleming Jr. is a financial advisor with Advisory Services Network who holds a Series 63 credential and has 40 years of industry experience. His prior experience includes roles at LPL Financial Corporation and Western Wealth Management LLC. He is also the owner of a company involved in insurance sales and life annuities. 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 services including portfolio management, financial planning, and retirement plan consulting, employing various securities and investment strategies tailored to client objectives and risk tolerances.

Raleigh Smith is a financial advisor at Geneos Wealth Management, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments and Transamerica. Smith is also engaged as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with $5.6 billion in assets under management. The firm provides financial planning, portfolio management, and third-party money manager referrals through both traditional and wrap-fee programs.

Jacob Kleimola is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC in Denver, CO. He previously worked at Indiana University from 2016 to 2020. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation, uses independent managers, and incorporates third-party research in its investment process.

Keith Brand is a CFP® professional with 26 years of industry experience, currently serving as an investment advisor representative at Buck Wealth Strategies, LLC. He has held roles at multiple firms, including Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Charles Schwab. In addition to his advisory work, Brand is involved with LTCPro, LLC, a financial planning business he has operated since 2002. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a macro-driven investment approach emphasizing tactical asset allocation and options strategies, and it frequently incorporates third-party money managers to implement model portfolios.

Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.