George Fields is a ChFC® credentialed financial advisor with 46 years of experience in the industry. He is currently with LexAurum Advisors and has held prior roles at Securities America Advisors, Summit Financial Group, and Capital Resource Group, where he serves as president. Fields is also active as a board member and vice president of a local business condominium owners association. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, as well as sub-advisory services to other firms. The firm employs a multi-advisor team approach and emphasizes diversified portfolios based on modern portfolio theory and economic-cycle analysis.

Mitchell Gerschick is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior work history includes roles at Wambolt & Associates and Huntington National Bank, as well as positions outside finance in education and the service industry. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by technology from its parent company and a distinctive external marketing approach.

Matthew Deller is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Sowell Management and has held roles at firms including 10X Wealth Advisors, Dynamic Employee Solutions, and Sound Financial Solutions. Outside of his advisory work, he serves as president of 10xEmpowerment, LLC, which provides executive coaching, organizational development, and leadership training. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of investment strategies and model portfolios, working through an independent-contractor model with over 100 investment adviser representatives.

Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered 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 using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.

Joshua Probasco is a financial advisor with Arax Advisory Partners in Littleton, CO. He holds a Series 65 designation and has been with Arax Advisory Partners since 2026. His prior work experience includes roles at Cherry Creek Insurance Agency and Bright & Associates, as well as positions in education at Colorado Christian University and Colorado Early Colleges. Outside of finance, he operated Probasco's Landscaping for six years. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax is notable for its use of performance-based fee arrangements, carried-interest structures, and its active insurance brokerage operations.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. 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 strategies.

Brandon Wyand is a CFP® with 11 years of industry experience, currently working at Compound Planning, Inc. He has held roles at firms including Savvy, ARQ Wealth Advisors, Personal Capital, and The Vanguard Group. Outside of financial advising, he previously worked for Hartford Hill Winery. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations using a variety of investment strategies and partners with third-party technology and sub-advisors to enhance its offerings.

Douglas Pardieck is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Prime Capital Investment Advisors, LLC. Outside of advisory services, he is an independent insurance agent. 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, with performance-based fee arrangements and insurance brokerage activities distinguishing its service offerings.

Jeremy Fawcett is a Series 66-licensed advisor with 15 years of experience, currently with Arax Advisory Partners. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA-affiliated firms. He also serves as a trustee for family trusts. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal and external portfolio management with tailored asset allocation.

James Cleary III is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been affiliated with M Holdings Securities since 2001 and has served as President and CEO of Bridge Financial Group, LLC since 2013. He serves on the boards of Leadership Program of the Rockies and Elevate USA. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and sub-advisory arrangements.

Frederick Churchley III is a financial advisor at ValMark Advisers, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers and ValMark Securities since 2003, and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory roles, he serves as Executive Director of the Mountain Resource Center, a community resource for struggling families, and provides insurance consulting services to a family trust. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Austin Myers is a financial advisor with Arax Advisory Partners holding a Series 65 credential and two years of industry experience. His prior professional roles include positions at SRS Capital Advisors, Cedrus LLC, Penn Mutual, Syed Financial Group, and Northwestern Mutual. He is also licensed as a life insurance agent through Penn Mutual, where he places life insurance policies as part of his client services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory 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.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

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.

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.

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Brett Heuertz is a financial advisor with Eagle Strategies (NY Life) based in Littleton, CO. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Mogul Wealth Strategies, DA Davidson, and NYLIFE Securities LLC. Outside of his advisory work, Heuertz is a partner in Axe Management, LLC, a holding company involved in managing a rental property. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has held roles at Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, TD Ameritrade, and Ameritas-related firms. Outside of advisory work, he is involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

Bartley Corfee is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles at several firms including Canvas Financial and Cetera Advisors LLC, and has operated his own advisory business, Corfee & Associates, since 1993. Corfee’s background includes financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.