Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.

Matthew Nimrick is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. He previously worked at Charles Schwab and Charles Schwab Bank SSB for a combined total of 10 years. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, by providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm uses a blend of top-down macro analysis and bottom-up security selection across various investment strategies, managing over $8 billion in discretionary assets and acting as an outsourced sub-advisor to other firms.

Jonathan Lester is a CFP® with 16 years of experience in financial advising. He is currently with Root Financial Partners, where he has worked since 2024. His prior experience includes roles at Empower Advisory Group, Personal Capital, and OppenheimerFunds. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online academies separate from its advisory services.

Joe Harl is a Series 65 licensed advisor with CreativeOne Wealth, LLC, where he has worked since 2022. He has three years of industry experience and previously worked at The Guardian Group, Rig Up, and Halliburton Sperry. Outside of his advisory role, he offers life insurance and annuity strategies through The Guardian Group. 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 utilizes a range of investment approaches including proprietary ETF-based models, third-party managers, and option strategies, supporting tailored portfolio management and regular rebalancing.

Adam Messick is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Vinoble Group for six years and has held roles at Marchex and Rival IQ. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative investments, supported by a multi-advisor structure managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Jeffrey Young is a financial advisor with Kovack Advisors, Inc. in Denver, CO, holding a Series 63 designation and 26 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved in fixed insurance sales and operates a wealth management business under the name Young Wealth Management. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

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.

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

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.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

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.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.

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.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.