Christopher Whittaker is a financial advisor at Intellicents Investment Solutions Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities, American United Life, and Voya. Outside of advising, he owns a rental condo listed on Airbnb in Puerto Vallarta, Mexico. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of consulting and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies guided by written Investment Policy Statements and uses research from providers like Morningstar and Zephyr to inform manager selection.

Willem Bloemsma is a financial advisor at Compound Planning, Inc. in Denver, CO, holding a Series 65 credential with nine years of industry experience. His previous roles include positions at Personal Capital and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm employs a customized, risk-based investment approach utilizing a variety of strategies and third-party partnerships, including tax-aware direct indexing and specialized lending solutions.

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Dean Dowson is a financial advisor with The AmeriFlex Group in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, Aveo Capital Partners, and Stephen A. Kohn & Associates. He is also involved in consulting and coaching through Kingpin Advisors LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies, often acting as co-advisor or manager-of-managers in its client relationships.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Cerity Partners LLC, The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm customizes portfolios based on client objectives and risk tolerances, utilizing diversified asset allocations and sub-advisors, and benefits from integrated relationships with affiliated banking and investment entities.

Jacob Ricketts is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has been with CreativeOne Wealth since 2026 and also serves as Health and Wellness Manager at BARD Materials, a ready-mix concrete and aggregate company. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies across a large enterprise platform.

Amy Kaufman is a financial advisor at Israel Investment Advisors, LLC in Denver, Colorado, holding a Series 65 credential with five years of industry experience. She has been with Israel Investment Advisors since 2019. Outside of her advisory role, Kaufman is the COO and co-owner of Xtra Mile Interpreting, a nationwide interpreting services company she has helped operate since 2009. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-centered investments through fundamental analysis and long-term portfolio management. The firm also serves as general partner of a private investment partnership specializing in Israeli securities.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Inland Securities Corporation for 15 years. Fisher is a co-founder and director of Sequent Real Estate + Wealth Management, a firm focused on securitized real estate transactions and wealth management. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including Mutual Securities, Inc. and Cetera Advisors LLC. Outside of his advisory role, he is the managing partner of Semloh Solutions, LLC, which provides IT and compliance consulting services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a chief investment officer and utilizes research from providers such as Morningstar to guide portfolio decisions.

Bryce Johnson is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coretactic Strategies LLC, Private Client Wealth Advisors, LLC, and operated his own firm, Bryce Johnson Investment Advising LLC. Johnson serves as a board trustee for Denver Academy and is a director of the Carson Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, and educational workshops, emphasizing customized portfolio construction across various investment strategies.

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021. His prior experience includes roles at Umb and Morgan Stanley, including Morgan Stanley Private Bank. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while often managing client relationships on a non-discretionary basis.

Dylan Wheeler is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Arax Advisory Partners. His work history includes roles at SRS Capital Advisors, Cedrus LLC, and various positions outside finance such as with the Arizona Coyotes and Lululemon. He is also registered as an Independent Insurance Agent. Arax Advisory Partners is an SEC-registered multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Nicholas Troiano is a financial advisor with Concurrent Investment Advisors, LLC based in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Michaela Speer is a CFP® and ChFC® with eight years of industry experience, currently serving at Larson Financial Group, LLC since 2022. Her prior roles include positions at Physicians Thrive, LLC, Northwestern Mutual, and Miss Molly's Coffee Co. She has a background that spans financial advising and previous entrepreneurial activities. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a blend of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research and documentation tools.

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.