Wesley Strode is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2012 and also worked at Portfolio Design Advisors during that time. Outside of his advisory work, he is an owner of S Lazy R Ranch. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Lawrence Finch is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Geneos Wealth Management since 2008 and also maintains his own firm, LP Finch & Associates, since 2000. Outside of his advisory roles, he serves as a trustee for Regis Jesuit High School and Regis University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary advisory supervision and customized or model-based account allocations.

William Gastl is a financial advisor with Wealth Watch Advisors, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Wealth Watch Advisors since 2015. Outside of his advisory role, Gastl is the owner and CEO of Sequel Financial Corporation, a licensed insurance agency, and serves as a board member of Wealth Watch Partners, an insurance marketing organization. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

Nathan Yeomans is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms including Design Wealth Advisors and Accelerated Wealth. In addition to his advisory work, he has operated Yeomans Photography/Photo Booth Bliss, LLC since 2004. RFG Advisory is a multi-team registered investment adviser serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm manages client assets using a combination of actively managed and passive strategies, tax-aware approaches, and offers access to model strategies, alternative investments, and annuity management.

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.

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.

Joseph Quijano is a CFP® professional with two years of industry experience, currently serving at Foundations Investment Advisors LLC. He has also been affiliated with Eagle Financial Planning LLC since 2005. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, employing a range of analytical approaches and utilizing third-party sub-advisers in its investment process.

Matthew Andrews is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, BridgeBurners Consulting Group, and other firms. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, banks, family offices, pension funds, and high-net-worth individuals. The firm uses a rules-based, systematic approach combining quantitative and fundamental inputs, emphasizing listed derivatives and dynamic option overlays to manage portfolio risks and enhance returns.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWFS Equities, Protective Life, and Madison Avenue Securities. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and integrates third-party tools and managers to implement diversified portfolios.

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.

Chad Leigh is a financial advisor with The AmeriFlex Group, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at firms including Cambridge Investment Research, Kestra Advisory, and SagePoint Financial. He serves as a board member for the IT'S A CALLING FOUNDATION. 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 through model asset allocations and discretionary or non-discretionary manager relationships.

Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and has been involved in investment-related business activities since 2003. He is also employed as a technology coordinator at the Archdiocese of Denver. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging, and offers services including portfolio management, financial planning, and 401(k) consulting.

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.

John Morris is a CFP®-designated financial advisor with one year of industry experience. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Osica Wealth Inc and ERSI Wealth Management. 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, using customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.

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.

Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.

Robert Lee is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at AE Wealth Management, Madison Avenue Securities, LPL Financial, Amba, and Horace Mann Companies. He is also active as an insurance agent through E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating equities, ETFs, mutual funds, fixed income, and alternatives, and is notable for its use of options strategies and coordination with outside money managers.

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.

William Hall is a financial advisor with Brighton Jones LLC in Denver, CO. He holds a Series 65 designation and has been with Brighton Jones since 2025. Prior to his advisory role, his experience includes positions at General Nutrition Centers and various roles in education and recreation at the University of Arizona. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering services such as portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages assets across public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.