Derek Scarth is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance Company. He serves as a trustee and member of the Investment Committee at Regis University. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines advisor-driven individualized advice with centrally managed model portfolios and oversight from an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Michael Hou is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his financial services career, he served four years in the United States Marine Corps. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with a focus on tactical asset allocation and sector rotation, incorporating the use of options strategies and third-party money managers.

Patrick Scobie is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience and holds a Series 65 designation. He has previously worked at Cabana Asset Management and operated his own advisory firm, Patrick S. Scobie PC. Outside of advising, he serves as chairman of the board for Mason Companies, Inc., a catalog sales business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Noel Cajigas is a financial advisor at Blueprint Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NorthPointe Investment Partners and Diamond Wealth Management. In addition to his advisory role, he spends approximately 10% of his time as an insurance agent. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages about $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment framework that combines diversified asset allocation with price-driven trend-following and momentum rules.

Lucas Wandell is a CFP® and ChFC® with nine years of experience in the financial industry. He is currently a wealth advisor at RFG Advisory, LLC, having previously worked at Mattern Capital Management, Triad Hybrid Solutions, Triad Advisors, Bank of America, and Merrill. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of services including portfolio management, financial planning, and alternative investments.

Pamala Reichert is a financial advisor at Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Geneos Wealth Management since 2007. Outside of her advisory role, she is a member and property owner of R&R Ranch LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment approach integrates continuous account monitoring, discretionary trading, and a variety of analytic strategies, with options for customized portfolios and third-party money manager referrals.

Stephen Starzec is a financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Wealth, Cetera, Midfirst Bank, and Bank of the West Wealth Management. He serves on the advisory council of a children's hospital and is a board member of the Alzheimer Association, participating in non-investment related giving activities. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated model strategies.

Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Brightlight Group and Christian Super. Outside of his advisory role, he serves on the boards of several tax-exempt organizations, including Criterion Institute and Global Trust Partners, where he acts as treasurer. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs, as well as turnkey asset management and sub-advisory solutions.

Steven Harp is a CFP® and ChFC® with 16 years of industry experience. He is currently with Colorado Wealth Group LLC in Denver, CO, where he has worked since 2020. Prior to that, he held roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Harp serves on the board of Floteq USA LLC, a company developing technology for the draft beverage industry, and is involved in startup equity holdings through Gratitude Ventures LLC. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm employs a blend of fundamental and quantitative analysis with strategic asset allocation and manages approximately $235 million across a team of six advisors.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.

Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with his own firm, James M. Johnston & Associates, Inc., for over three decades. In addition to his advisory work, he serves as president of JMJ Consulting Inc., where he provides tax, insurance, and estate planning services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Hope Swain is a financial advisor at Root Financial Partners in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Root Financial Partners in 2026, she worked at Aspen Book Co/Pinkerton Collective LLC and FrontRange Capital Partners. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients, emphasizing broadly diversified, passive portfolios tailored to client objectives and risk tolerance. The firm offers educational programs and online academies alongside its advisory services.

Russell Whitehead is a financial advisor at Buck Wealth Strategies, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill Lynch, Merit Financial Advisors, and Madison Avenue Securities. Outside of advisory roles, he has experience in a pressure washing business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach that emphasizes tactical asset allocation, sector rotation, and a growth/value framework, incorporating options strategies and third-party money managers.

Jeremiah Kinzie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with The AmeriFlex Group and previously worked at Northwestern Mutual Wealth Management Company and J.P. Morgan Chase. Outside of his advisory role, he is also involved with Pilkington Financial Group in Denver. 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.

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.

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, DiSys, The One Group, Macquarie Group, and Clemson University. Capital Investment Advisors 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 and specialized in-house planning resources.

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.