Daniel Noven is a PFS™ credentialed financial advisor at Arax Advisory Partners with 27 years of industry experience. He has held prior roles at SRS Capital Advisors, Inc., N&A Professional Group, PC (formerly Noven & Associates, PC), and Noven Financial Group, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, retirement consulting, and advisory services that combine internal and external management strategies.

Brian Brubaker is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has prior experience at Kestra Advisory, Kestra Investment Services, OSAIC, and Cambridge Investment Research. 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.

Tait Mc Gowan is an advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Buck Wealth Strategies, he worked at Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing 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 utilizes third-party tools to customize client risk profiles.

Kathleen Santiago is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Federated investment Counseling and related affiliates for eight years. Outside of her advisory role, Kathleen coaches group fitness classes at Omnia Fitness Collective in Denver. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, offering model portfolios, custom discretionary programs, and third-party manager recommendations.

Daniel Graeve is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior experience at SRS Capital Advisors, Cedrus LLC, FourPass Energy, and Felix Energy. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset-allocation approaches, with notable use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Paul Layton is a CFP® with 10 years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at Empower Advisory Group and Personal Capital. Outside of financial advising, he owns Homefield Sports, an e-commerce business focused on sporting goods and apparel. Root Financial Partners offers investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm uses diversified, passive investment strategies tailored to client goals and also provides educational programs and online academies separate from its advisory services.

Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a proprietary advisory platform alongside access to third-party manager programs.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.

Nathan Stewart is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Quasar Distributors, Capital Advisors, E*TRADE Capital Management, Wells Fargo Clearing, and Scottrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investments alongside traditional equity and fixed-income, and offers services such as tax preparation, trustee services, and ERISA plan advisory.

Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.

Joseph Petrelli is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Lifeworks Advisors, he worked at Equitable Advisors and was part of The Brian Petrelli Team. He has also held roles outside finance, including a licensed assistant position at Ascent Realty Group. Lifeworks Advisors serves a diverse client base, including individuals, trusts, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and quantitative models, while maintaining integrated tax and technology services uncommon among multi-team advisors.

Lynn Thurgood is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 26 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Oxford Wealth Advisors, among others. Outside of advising, he is the sole owner and president of Insurance Network, Inc., an independent life insurance agency. 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 utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Danny Holladay is a CFP® professional with 18 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2020. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a 50% owner and Director of Investments at ID Wealth, LLC in Colorado Springs and holds a license as an independent insurance agent specializing in dental and group disability income, life, accident, and health insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning, retirement consulting, and sub-advisory services.

James Mills Jr. is a Series 66 licensed financial advisor at Parallel Advisors, LLC in Denver, Colorado, with 20 years of industry experience. He has been with Parallel Advisors since 2010. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management and held-away account integration.

Michael Herron is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. Before entering the financial advisory field, he worked for Konica Minolta Business Solutions for 28 years. Outside of advising, he is involved with MLH Property 1 LLC, an independent business venture. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and integrates multiple analytical approaches in portfolio management.

Peyton Simmons is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Modern Wealth Management, LLC. Prior to joining Modern Wealth Management in 2025, he worked at Stordahl Capital Management, Inc. and Crestone Capital LLC. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan consulting.

John Lindsey is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently a financial consultant at Wedbush Securities Inc., where he has worked since 2023. Prior to this, he was with Rand Advisors for three years and has experience in the hospitality sector. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages discretionary and non-discretionary portfolios and provides research and clearing services as both an adviser and broker-dealer.

Austin Conway is a financial advisor at Momentum Independent Network Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Charles Schwab & Co., and operated Conway & Associate Corp. Momentum Independent Network Inc. serves individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, providing a range of discretionary and non-discretionary portfolio solutions through multiple managed account programs.

Jay Murray is a financial advisor at Belpointe Asset Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2019. Murray is the founder and president of Solutions For Tuition, a college planning and tuition consulting firm he has led since 2005. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Jack Sells is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and is based in Denver, CO. In addition to his advisory role, he works part-time as an assistant site manager at a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm’s investment process incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.