Russell Telfer is a financial advisor with The AmeriFlex Group and holds Series 66 and Series 63 registrations. He has seven years of industry experience and has worked with firms including Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, discretionary or non-discretionary manager relationships, and multiple wrap program solutions.

Daniel Werts is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously worked at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Cabot Lodge Securities. Werts is also involved with LTCPro, LLC, where he conducts educational seminars and presentations for federal employees on their benefits. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and discretionary rebalancing, supported by third-party tools to customize client risk profiles.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Geneos Wealth Management since 2008 and operates Adrian and Associates, which he has led since 2006. Adrian serves on the board of directors at large for the Colorado Business Round Table. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals for individuals, trusts, estates, corporations, and institutions. The firm applies a range of investment strategies including fundamental, technical, and cyclical analysis across various account types and platforms, managing over $5.5 billion in client assets as of the end of 2024.

Andrew Carley is a financial advisor at Larson Financial Group, LLC with Series 63 and Series 66 credentials and two years of industry experience. His career includes prior roles at Empower Advisory Group and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he has been involved with Kwik Vending Service. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, and it offers a range of affiliated services including broker-dealer operations, commercial real estate brokerage, and pension consulting.

Brian Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he works with clients to develop and improve financial plans tailored to their family's unique needs, maintaining open communication throughout the process. He has accumulated over 19 years of experience in the financial services industry, having held positions including Portfolio Specialist and Client Management Representative at Fidelity Investments, Investment Advisor at Branch Bank & Trust, Vice President Financial Advisor at Morgan Stanley, and Associate Vice President Financial Advisor at Morgan Keegan. Brian holds insurance licenses in Arkansas and California.

Matthew Lavoie is a financial advisor with Larson Financial Group, LLC and holds the CFA® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Charles Schwab Investment Management and Charles Schwab. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and it employs AI-assisted tools alongside human review for client recommendations.

Jeffrey Murray is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Wealthsource Partners, LLC and Avant Garde Advisors LLC. In addition to his advisory role, he owns and operates Strategic Planning LLC, an insurance agency specializing in fixed life, fixed annuities, disability, long-term care, health, and indexed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Patrick Durst is a financial advisor with Lifemark Securities Corp. in Centennial, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at Jackson National Life Distributors LLC and operating Front Range Financial LLC. Outside of his advisory work, he is also a rental property owner. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs, with advice tailored through risk assessments and delivered on both discretionary and non-discretionary bases.

M. Dana is a financial advisor at Western Wealth Management LLC with 25 years of industry experience and holds a Series 66 designation. Dana serves as President of the Denver Metro Chapter of the Society for Financial Awareness, where they participate as a speaker and seminar leader. Their prior roles include positions at LPL Financial and Pinnacle Advanced Planners, Inc. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, combining firm-designed model portfolios with access to multiple third-party managers and strategies.

Jeffrey Sullivan is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 credential with one year of industry experience. Before joining Cedrus Financial in 2024, he spent six years working with GracePoint Church and nine years at Mountain Heritage High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and it is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using multiple investment analysis methods and sometimes delegating trading to sub-advisers while retaining overall suitability responsibility.

Patrick Nolen is a financial advisor at Geneos Wealth Management, Inc. He holds the ChFC® designation and Series 66 license and has 51 years of industry experience. Prior to joining Geneos in 2015, he has been involved with Nolen Western Co. since 1973. He is also a managing partner of Bencentive LLC, a non-investment business. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm uses a combination of continuous account monitoring, discretionary trading, and multiple analytic strategies to manage portfolios, with options for customized investment approaches and referrals to third-party money managers.

Ryan Diachok is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Geneos Wealth Management since 2002. Outside of his advisory role, he owns Summit Dance LLC and Basis Points LLC, a boat rental business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a variety of investment strategies and offers both customized and model-based accounts, managing over $5.5 billion in client assets as of December 2024.

Adam Graves is a financial advisor with Portside Wealth Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alignment Financial Advisors, TownSquare Capital, and Allegis Investment Advisors. Outside of advising, Graves serves as Chair of the Central Committee for Colorado State House District 37. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients through discretionary portfolio management and financial planning. The firm employs diverse investment strategies and offers related legal and accounting services through affiliated professionals.

Adam Truitt is a CFP® with 21 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. in Denver, CO. He has served as President of Financial Designs LTD. since 2012 and has been with M HOLDINGS SECURITIES since 2004. Truitt is a member of the audit committee for the Archdiocese of Denver and a board member of SEEDS OF HOPE, a community-based intervention organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Ryan Stuart is a CFA® charterholder based in Evergreen, CO, with 10 years of industry experience. He has worked at Arax Advisory Partners since 2025, following roles at WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through over 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 approaches.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Nations Financial Group, Inc. and Morgan Stanley. Outside of his advisory role, he provides consulting services for a residential real estate business focused on business strategy, marketing, social media, and technology. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and operational platform integrations.

Steven Loerke is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at UBS Financial Services for 14 years and Prospera Financial Services for 3 years. Loerke is the founder and president of Redwood Advisory Group LLC, a firm focused on the tax and marketing aspects of the securities business. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services and emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis.

Noah Wertheimer is a financial advisor with Realta Investment Advisors, Inc. in Aurora, CO, holding a Series 66 credential and with 20 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 11 years. Outside of advising, he is involved in Medicare and Medigap referrals through separate business activities. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning for individuals, pension plans, and institutional clients. The firm utilizes a goal-based approach with diversified asset allocation and offers various portfolio management options including the NOVA platform and third-party manager programs.

Kris Tower is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Tower held roles at Novem Group since 2015 and American Portfolios Advisors, Inc. from 2006 to 2024. He serves as a board member of the Financial Planning Association Political Action Committee. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.