Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach tailored to client goals and risk tolerance.

Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. 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 programs and online academies separate from its advisory services.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. 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 consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.

Gordon Baker is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors and Securities America. Outside of his advisory roles, he is involved in a retail business buying and selling cars and watches. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Joseph Volcheck is a CFP® and holds a Series 65 license with six years at Brighton Jones LLC and four years at Cerner, totaling five years of industry experience. He is based in Denver, CO. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

Elliot Nygard is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior experience includes roles at First Western Trust and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm utilizes a quantitatively based, systematic investment process combined with multifactor risk models, offering a range of strategies including equity, fixed income, options/defined-outcome overlays, and alternative interval funds.

David Mannaioni is a financial advisor at St. Bernard Financial Services, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Mannaioni serves as Dean and Associate Professor at the College for Financial Planning and is President of Success By Design LLC, a tax-related business. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation and emphasizes collaborative, largely non-discretionary client relationships.

Stephen Brubaker is a CFP® professional with 19 years of experience in financial advising. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Kestra Advisory Services, and KESTRA Investment Services. Outside of his advisory work, he serves as president of the Cherry Creek Softball Booster Club and volunteers for a local organization called Slammers, as well as participating on a golf committee. 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 money manager selection and monitoring, and retirement plan consulting, providing customized advice and various investment solutions through discretionary and non-discretionary manager relationships.

Steven Margulin is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Personal Financial Specialist (PFS™), and Certified Public Accountant (CPA) with 33 years of industry experience. He has worked at Financial Gravity Family Office Services, LLC since 2023 and previously held roles at CWM, LLC, Trusted Advisor/Trusted Team, LLC dba Retirement Extender®, and Centaurus Financial Inc. Margulin also spends part of his time providing accounting services through his own CPA firm and is licensed to sell fixed insurance and annuities. Financial Gravity Family Office Services, LLC delivers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Kara Farrow is a financial advisor with United Capital Financial Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She previously worked at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, and supports customization through a broad affiliate network and technology platform.

Jennifer Wernsing is a financial advisor at NWF Advisory Services Inc with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including The Prudential Insurance Company of America and Bull, Bear, Bartz LLC DBA Envision Financial Partners. Outside of advisory roles, she serves as treasurer of a homeowner association and is an executor for a family estate. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Jennifer Kast is a CFP® certificant with 12 years of industry experience, currently an advisor at The AmeriFlex Group. She has previously worked at Kestra Advisory and Cambridge Investment Research, Inc. Outside of her advisory role, she owns a food and beverage business, APIS COFFEE, LLC. 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, manager selection, and retirement plan consulting, delivering customized strategies across various platforms and custodians.

Christopher White is a financial advisor with Prospera Financial Services, Inc. in Castle Rock, CO, holding a Series 66 designation and 15 years of industry experience. He has been with Prospera Financial Services since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Collin Stauder is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at Plante Moran Financial Advisors since 2015. He holds the Series 65 license and is based in Denver, CO. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio services.

David Bear is a CFP® certificant with 16 years of industry experience. He is currently an advisor at NWF Advisory Services Inc and has previously worked at Prudential Insurance Company of America, Envision Financial Partners, and The Ameriflex Group among others. Outside of his advisory roles, he is a managing agent for an oil and gas partnership and a real estate investment company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture wealth management platform with a focus on strategic long-term investing supplemented by tactical strategies and access to third-party advisory models.

Adam Makkai is a CFA® charterholder with 26 years of industry experience, currently serving as an advisor at Advisory Services Network since 2018. His prior experience includes roles at Northwest Asset Management, Western Wealth Management, and LPL Financial. He also teaches finance courses at Regis University, where he has been an instructor since 2002. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation strategies and a diverse mix of securities.

Michael Cover is a financial advisor at Nations Financial Group, Inc. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has worked at Highland Meadows Golf Course. Nations Financial Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm offers a range of portfolio management options, including in-house model portfolios and third-party manager programs, using various investment strategies tailored to different risk profiles.

Ashley Wright is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at RBC Wealth Management, UBS Financial Services, and EQIS Capital Management. Wright is also employed with E.A. Buck Financial Services, providing investment advice and insurance services. 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, primarily utilizing equities, ETFs, and fixed income.

Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.