David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

George Fields is a Chartered Financial Consultant (ChFC®) with 47 years of industry experience. He is currently with Lexaurum Advisors and has held previous roles at firms including Capital Resource Group, Inc., where he served for 21 years, and Securities America Advisors. Outside of his advisory work, he serves as Vice President and Board Member of the Ken Caryl Medical & Professional Owners Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients through a multi-advisor team. The firm employs diversified portfolios guided by modern portfolio theory and offers both traditional custodial management and discretionary rebalancing services across various account types.

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 having six years of industry experience. His prior roles include positions at Cedrus LLC and Equitable Advisors, LLC. He also works as an independent insurance agent focusing on variable products, accident and health, and life insurance. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by AI tools and third-party analytics.

Joshua Probasco is a financial advisor at Arax Advisory Partners with a Series 65 designation and one year of experience at the firm. His prior work includes roles at Cherry Creek Insurance Agency, Bright & Associates, and Colorado Christian University. Outside of financial advising, he operated a landscaping business for six years. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses, utilizing a combination of in-house and external portfolio management with both traditional and alternative investments.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors among others. Sharkey also maintains a registered insurance agent role, selling variable, life, accident, and health insurance products. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as portfolio management, financial planning, and retirement plan consulting, utilizing a combination of in-house teams, external managers, traditional and alternative investments, and technology-driven research and analytics.

Brandon Wyand is a CFP® professional with 11 years of industry experience. He is currently with Savvy and previously worked at firms including Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of financial advising, he has experience in the wine industry with Hartford Hill Winery. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs primarily index-based, long-term strategies alongside active equity portfolios and incorporates technology-driven tools, sub-advisers, and tax-aware approaches.

Douglas Pardieck is a financial advisor with Arax Advisory Partners, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Prime Capital Investment Advisors, and Edward Jones. Outside of advisory work, he operates as an independent insurance agent and serves as president of Talon Wealth Strategies LLC, a bookkeeping entity related to his advisory services. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house portfolio teams and independent managers, offering comprehensive financial planning, portfolio management, and access to alternative investments through various platforms.

Jeremy Fawcett is a financial advisor at Arax Advisory Partners with 15 years of industry experience. He holds a Series 66 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Fawcett also serves as a trustee for family trusts. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

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.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

Austin Myers is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including SRS Capital Advisors, Cedrus LLC, Penn Mutual, and Northwestern Mutual. Outside of advisory roles, Myers is also licensed to place life insurance policies through Penn Mutual. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both internal and external managers across traditional and alternative investments.

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.

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.

Dylan Wheeler is a financial advisor at Arax Advisory Partners with a Series 65 designation and two years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and the Arizona Coyotes. He is also registered as an independent insurance agent in Golden, Colorado. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, offering a range of portfolio management and financial planning services supported by in-house teams and external managers.

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, and has nine years of industry experience. He has worked at Ameritas Advisory Services, Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, and TD Ameritrade. Defrank is also involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and in wealth management with Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, individual securities, and third-party managers, offering a broad range of programs and investment options within a mutual holding company structure that includes affiliated broker-dealer, investment, and insurance entities.