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.

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.

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.

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 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.

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.

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.

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 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.

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. His prior experience includes roles at General Nutrition Centers and University of Arizona Campus Recreation Department. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with a range of wealth management services. The firm employs a holistic, balance-sheet approach and offers discretionary and non-discretionary investment management, tax preparation, real estate consulting, and family office services.

Zachary Yeager is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Auror and Vendr. Yeager is also involved with Mosaic Retirement Planning, LLC, where he engages in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Fernando Ortiz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers services ranging from scaled model portfolios to pro-bono planning for nonprofits.

Andrew Parisi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining B. Riley Wealth Advisors, he worked at National Securities Corporation for six years. In addition to his advisory role, he is involved as an agent with Medicare Solutions, focusing on Medicare plans. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $4.21 billion in client assets across a variety of programs, including advisor-managed portfolios and third-party managed solutions.