David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at Jenkins Wealth and Client One Securities, LLC. Outside of his advisory role, he teaches educational classes through the 5280 Adult Education Network. Western Wealth Management LLC serves a broad range of clients including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors. The firm employs a variety of investment strategies and provides access to multiple advisory programs and third-party managers.

Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Western Wealth Management since 2017 and also owns Akins Financial, providing financial planning and consulting services. Outside of investment advising, he is involved as a mortgage loan officer with MAC5 Mortgages, Inc. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by firm-designed and third-party model portfolios.

Joanna Hootnick is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Invictus Private Wealth, the University of Denver, the National Comedy Center, and Teach for America. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, and retirement plan solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach supported by both in-house and external managers.

Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. 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, retirement plan consulting, and access to multiple investment strategies and programs.

Jacob Ray is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including Savvy, MML Investor Services, MassMutual Life Insurance Co, and Harp Financial Group. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and long-term care insurance. Colorado Wealth Group serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The six-advisor team manages approximately $235 million using a blend of fundamental and quantitative analysis, strategic asset allocation, and external sub-advisors.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

Debra Barton is a financial advisor with The AmeriFlex Group based in Denver, CO, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and H. Beck, Inc. She is also the owner of Barton Financial Services, Inc., an insurance business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and manager relationships.

Jonathan Kuiter is a Series 66-licensed financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management, he worked at LPL Financial LLC and operated a fitness gym, Kuiter Performance LLC, where he was the sole owner. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and related services.

Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

Tyler Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2022. Prior to joining Forum, he worked at Stordahl Capital Management, Inc. and Ernst & Young LLP. He is an Investment Committee Member of the Colorado Society of Certified Public Accountants, advising the association on managing funds and assets. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Connor Mc Guire is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Trilogy, he worked at the United States Anti-Doping Agency and has held roles related to baseball organizations and education. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating both fundamental and technical analysis along with non-traditional instruments when appropriate.

Ryan Hall is a CFP® with nine years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2021. His prior roles include work at Accelerated Wealth Advisors and service with the 53rd Electronic Warfare Group. Outside of his advisory work, he is President and CEO of Hall Financial LLC, an insurance sales business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in managing client portfolios.

Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes at Colorado School of Mines and is chairman of the finance committee for The Chateau Beaver Creek HOA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Raleigh Smith is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 10 years of industry experience. His career includes roles at Fidelity Investments, Transamerica Retirement Solutions, and several other financial firms. Outside of advisory work, he is a registered assistant at LP Finch and Associates and operates as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered adviser serving individuals, trusts, estates, corporations, and institutional clients with a range of financial planning and portfolio management services. The firm offers customized and model-based investment solutions using various analytical strategies and serves over $5.5 billion in client assets.

Jacob Kleimola is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC in Denver, CO. He previously worked at Indiana University from 2016 to 2020. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation, uses independent managers, and incorporates third-party research in its investment process.