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.

Paul Levy Jr. is a financial advisor with Good Life Advisors, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Good Life Advisors and LPL Financial since 2015. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering a range of programmatic solutions and educational resources.

Brian McConnell is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 19 years of industry experience, having worked at firms including Cambridge Investment Research, Sagepoint Financial, MassMutual, and MetLife Securities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Garry Kirkland is a financial advisor at Western Wealth Management LLC with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Western Wealth Management since 2016. He also has a long tenure at LPL Financial dating back to 2009. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of investment adviser representatives, utilizing a variety of investment strategies and multiple custodial platforms.

Donald Fitzsimmons is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Key Investment Services, Bancwest Investment Services, and Guardian Life Insurance Company. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Mark Strubel is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Triad Advisors Inc., GCG Financial, and Securian Financial Services. Outside of his advisory role, he is involved with GCG Financial, providing fixed insurance products such as long-term care, property casualty, and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, and provides comprehensive ERISA plan services including policy development and participant education.

Bryan Boll is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at LPL Financial, Traction Financial Partners, Brighthouse Securities, and MetLife Investors Distribution Company. Outside of advisory work, he has business interests that include ownership of a timeshare rental in Steamboat Springs, Colorado. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies across various asset classes and providing both discretionary and non-discretionary advisory services.

Homayoun Nekoorad is a CFP® with 33 years of industry experience, currently serving at ON Investment Management Company since 2015. He also holds roles at The O.N. Equity Sales Company and Constellation Insurance. Outside of investment advisory, he is involved in mortgage loan origination through Coffee Mortgages. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of service models, including comprehensive plans and third-party investment programs, with a mix of discretionary and non-discretionary advisory relationships.

Vinton Hartmann is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He held prior roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2026. Outside of advising, he owns several business ventures, including affiliate marketing and an independent insurance agency. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives.

Michael De La Garza is a financial advisor at Capital Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Perry Investment Solutions, LLC and Bank of America, N.A., among other firms. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions along with specialized estate and tax planning resources.

Elizabeth Schwinghammer is a CFA® charterholder with 18 years of industry experience, currently serving at United Capital Financial Advisors since 2015. Prior to this, she worked for seven years at Capital Investment Counsel, Inc. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also supports other independent advisors through its technology and practice platform, FinLife Partners, and offers customized investment solutions including ESG and faith-based portfolios.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. Mc Caddon is also a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both Direct Investment Management and a Turnkey Asset Management Program that includes access to alternative investments.

Vincent Esposito is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jenkins Wealth and South Denver Windustrial. Esposito also operates Esposito Family Financial LLC, where he provides life and annuities insurance solutions. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm provides model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party platforms.

Michael Scialla is a financial advisor at Stephens with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Stifel Nicolas and A. G. Edwards & Sons, Inc. He is based in Castle Rock, CO. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Hailey Loveday is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. She has experience working at Bowman Financial Strategies and Charles Schwab & Co., Inc., with a total of several years in the financial services industry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models, third-party managers, and various investment strategies, including ETFs, mutual funds, individual equities, options, and private investments.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO. He holds a Series 66 designation and has seven years of industry experience, including a seven-year tenure at Morgan Stanley. Outside of his advisory role, Payne is also active as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm applies a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, and is notable for its use of options strategies and routine engagement of outside money managers or TAMPs.

Jordan Mc Connell is a CFP® professional with 10 years of industry experience, currently affiliated with Root Financial Partners since 2024. He previously worked at The Vanguard Group and Schwab Private Client Investment Advisory. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside its advisory services.

Kevin Rogers is a financial advisor with Western Wealth Management LLC in Erie, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2003 and joined Western Wealth Management in 2016. Outside of his advisory work, he is involved with KGS Holdings, LLC, a car rental business. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including model portfolios, ETFs, individual equities and bonds, alternatives, derivatives, and cryptocurrency.