Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Equitable Advisors, Cedrus LLC, and SRS Capital Advisors, LLC. He is involved in insurance brokerage activities, including fixed insurance and general agency services for accident, catastrophic illness, and term life coverage. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and third-party portfolio management with tailored asset allocation and employs performance-based fee arrangements and insurance brokerage activities for certain qualified investors and private funds.

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, EA Buck Financial Services, and Merrill Lynch. Outside of advising, he has experience working at Five Star Pressure Washing. 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 with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Kara Jett is a financial advisor with LPL Financial in Windsor, Colorado, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She previously worked at Waddell & Reed, Inc. for ten years before joining LPL Financial and Western Wealth Management, LLC in 2021. Jett serves as Chief Compliance Officer and provides investment advisory services through Western Wealth Management, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.

David Rey is a financial advisor with Abacus Wealth Partners in Lakewood, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Abacus Wealth Partners, he held roles with the California Community Foundation and The California Endowment. He has also been involved with Mental Health Break, a nonprofit organization. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled vehicles into client portfolios.

Shelley Hertel is a Series 66-credentialed financial advisor with 13 years of industry experience. She has been with Western Wealth Management LLC and LPL Financial since 2016. Outside of her advisory role, she is involved in managing several real estate rental properties. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm uses a decentralized model allowing advisors to operate under separate business names while offering a range of investment strategies, including firm-designed model portfolios and access to multiple third-party programs.

Alex Moorhead is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. Before joining Maia Wealth, he worked at Simplicity Wealth and also founded and serves as managing member of TOP Biomechanics LLC, a research consulting firm. Moorhead’s background includes academic roles at Politecnico di Milano and the University of Milan. Maia Wealth provides investment management and financial planning services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy, integrating technology and third-party platforms for portfolio implementation and rebalancing.

Adam Harrop is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at several firms including First Heartland Capital Inc and AM Retirement Services. Outside of his advisory role, he operates an online clothing retail business called Papaya Sue LLC and serves as a relationship manager in the purchasing department at BYU Idaho. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Derek Deoul is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc. and ALPS Distributors, Inc. before joining RiverFront. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, offering model asset-allocation portfolios through wrap-fee programs and customized solutions. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and ongoing risk management across global fixed income, U.S. and international equities.

Brian Chase is a PFS™ credentialed advisor at Arax Advisory Partners with 10 years of industry experience. He has worked at SRS Capital Advisors, Inc. since 2020 and Noven Financial Group, Inc. prior to that. In addition, he serves as a CPA Partner at JDS Professional Group, a role he has held since 2006. Arax Advisory Partners is a 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 employs a blend of internal portfolio management and external manager relationships, utilizing performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Brian Mulberry is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at LBMZ Securities Inc. and multiple Allegis affiliated firms. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients. The firm combines quantitative models with qualitative portfolio management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios.

M Collins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and over 41 years of industry experience. Prior to joining Western Wealth Management in 2025, Collins worked at GPS Wealth Strategies Group LLC for three years and has been associated with LPL Financial, LLC since 1997. Western Wealth Management serves a diverse clientele including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a wide range of investment strategies and third-party managers.

Michael Klever is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Elevation Point Wealth Partners since 2008. His prior experience includes roles at Princeton Fund Advisors, LLC, Northern Lights Distributors, LLC, and Innovation Partners LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations, utilizing model portfolios and tactical asset allocation strategies that incorporate mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Cynthia Hodges is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Global Retirement Partners LLC, LPL Financial, LLC, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns Hodge Podge Photos, a photography business. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and provides ongoing portfolio supervision and written financial plans.

Travis Frayard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. Prior to joining Elevation Point, he spent 13 years at UBS Financial Services. Outside of his advisory role, he serves on the boards of two nonprofit organizations: 232-Help, a community outreach group, and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets for a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a model portfolio approach with tactical asset allocation and integrates insurance distribution and annuity servicing within its advisory services.

Michael Gebhardt is a CFA® charterholder with seven years of industry experience, currently serving as a portfolio specialist at Copeland Capital Management, LLC in Denver, CO. His work history includes roles at Vigilant Distributors, Northern Lights Distributors, and Envestnet, Inc. He is licensed with Series 66 and Series 63. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and institutional investors. The firm employs a dividend-growth investment approach using fundamental, quantitative, macro, and technical analysis across various market-cap strategies, managing over $4 billion in discretionary assets and providing model portfolio services alongside its separate account management.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and co-trustee in investment-related businesses. Nations Financial Group, Inc. provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services and employs diverse investment strategies including fundamental, technical, and tactical methods, with access to both proprietary model portfolios and third-party managers.