Sarah Fullerton is a financial advisor at AssuredPartners Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked with firms including World Investments, Inc., Pensionmark Financial Group, and Fidelity. Outside of finance, she has worked with CorePower Yoga. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.

John Crumplar is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked at Wedbush Securities since 2010 and previously spent 10 years at UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, and supports clients through both advisory and brokerage capabilities.

Geraldine Janiczek is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently with Arax Advisory Partners and has previously worked at Noven Financial Group, Inc. and SRS Capital Advisors, Inc. prior to that. Arax Advisory Partners is a multi-team SEC-registered 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, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Shawn Riley is a CFP® professional with 17 years of experience in the financial services industry, currently serving at Plante Moran Financial Advisors since 2014. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He serves as a board member of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and E.A. Buck Insurance, where he also serves as a life insurance agent. Abe is based in Denver, CO. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and employs third-party financial planning tools to tailor client risk profiles into customized allocations.

Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Michael Irion is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining MissionSquare in 2026, he worked for TIAA-CREF and Tiaa from 2007 to 2026. He serves on the board of the German Cultural Foundation, a nonprofit supporting cultural events in Colorado. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers guided advisory services, including discretionary Managed Accounts and Fund Advice, with investment strategies developed by Morningstar Investment Management.

Jeffrey Hinkle is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Western Wealth Management LLC since 2019 and previously at NTB Financial Corporation from 2015 to 2019. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates through a decentralized network of 88 investment adviser representatives and utilizes a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Jeffrey Kane is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2024 and previously spent over a decade with Charles Schwab and Schwab Wealth Advisory Inc. based in Littleton, CO. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerances, and offers specialized techniques and sub-adviser recommendations for clients with more complex needs.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving 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, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

John Bohan is a CFP® with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior roles include positions at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. He is the owner of Finbits Media LLC, a financial education blog where he writes about the economy and is the author of a book on personal finance. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging, technical analysis, and varied trading approaches, and is notable for its affiliation with a third-party administrator and pension consulting business.

Andrew Mong is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Wealth Watch Advisors, he worked at Worth Retirement Advisors and Fidelity Investments. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a range of strategies through vetted third-party managers and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

John Banko is a financial advisor with Silver Oak Securities, Inc. holding a Series 66 designation and 23 years of industry experience. He has held roles at William E. Hopkins & Associates, Inc., Penn Mutual, Signator Investors, Inc., and Equitable Advisors. Outside of his advisory work, he serves as Chief Financial Officer at SchoolSAFE, Inc., a position he has held since 2019. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation. She has two years of industry experience and has previously worked with E.A. Buck Financial Services and Madison Avenue Securities. Outside of finance, Alicia was involved with Kailua Beach Adventures from 2022 to 2024. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Jose Luis Montiel is a financial advisor with Principal Advised Services, holding a Series 66 designation and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked at Principal Securities Inc. and Principal Life Insurance Company since 2010. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering integrated access to affiliated financial products and services.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

Mark Neely is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Neely serves as a trustee for the Ed Feiman estate, acting as a resource for children in that capacity without compensation. 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 utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Richard Ericson is a financial advisor at Redhawk Wealth Advisors, Inc. in Parker, CO, holding a Series 65 license with three years of industry experience. He also serves as president of Alink Captive Insurance Services, an entity involved in creating insurance companies and marketing advisory and insurance services. Additionally, Ericson works as an insurance agent representing various carriers. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation with oversight from a weekly investment committee and offers specialized services including captive insurance company account management.