Beau Pollard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He has worked at Sowell since 2021 and is also the founder and wealth manager of Wayfinder Capital, LLC. His prior experience includes roles at Centerpiece Wealth Advisor and Charles Schwab, and he served in the Army National Guard from 2006 to 2020. Sowell Management is a multi-team registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, and other RIAs. The firm supports over 100 independent advisors with trading, compliance, and back-office services while employing a variety of investment strategies and offering access to model portfolios and third-party managers.

Cynthia Hodges is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Global Retirement Partners LLC, LPL Financial, LLC, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns Hodge Podge Photos, a photography business. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans through discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and provides ongoing portfolio supervision and written financial plans.

Anna Fanning is a CFP® with five years of industry experience, currently serving as a financial advisor at Geneos Wealth Management, Inc. She previously worked at KPMG US LLP and holds a CPA designation. Outside of advising, she is a notary public and owns AMFinancial LLC, a holding company. Geneos Wealth Management serves a wide range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and portfolio strategies, combining continuous account monitoring with discretionary trading authority on most accounts.

Ryan Turner is a CFP® professional with six years at Plante Moran Financial Advisors and three years of industry experience. Prior to joining Plante Moran, he worked at RMB Capital and was affiliated with the University of Colorado Boulder. Based in Denver, CO, Turner provides financial advisory services within a multi-team firm environment. Plante Moran Financial Advisors serves a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, employing a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and co-trustee in investment-related businesses. Nations Financial Group, Inc. provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services and employs diverse investment strategies including fundamental, technical, and tactical methods, with access to both proprietary model portfolios and third-party managers.

Julia Bourlakov is a financial advisor with Western Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2017 before joining Western Wealth Management and LPL Financial in 2017. Outside of her advisory role, she is involved with Lake House Retreat, a real estate rental business in Silverthorne, CO. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple LPL-sponsored programs and third-party managers.

Joyce Mcdaniel is a financial advisor with Geneos Wealth Management, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Kestra Investment Services, Merrill, and A & I Wealth Management. She has been with Geneos Wealth Management since 2013. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, managing over $5.5 billion in client assets as of 2024, utilizing a range of investment strategies and flexible account management options.

Erik Bosman is a financial advisor with Strategic Wealth Investment Group, LLC in Denver, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was involved with Strategic Wealth Designers since 2020 and operated Chefs Hat Cafe from 2011 to 2020. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a combination of internally developed and third-party model portfolios, blending fundamental, technical, and cyclical analysis, and offers advisory access to private placements for accredited investors.

Andrew Cormack is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Morrow Energy. He is also an independent insurance agent licensed in life and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager 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, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Jacob Myers is a financial advisor with Buck Wealth Strategies, LLC in Denver, Colorado. He holds the Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at TIAA and United Parcel Service. In addition to his advisory work, Myers is a licensed real estate agent, working part-time in residential real estate. 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 employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client risk profiles and portfolio allocations.

Christopher Tucker is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Buck Wealth Strategies, LLC, and has prior experience at First Command Financial Planning, Inc. from 2016 to 2026. 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 uses a top-down, macro-environmental investment process with tactical asset allocation and portfolio supervision, supported by third-party financial-planning tools to customize client risk profiles.

Adam Moeller is a financial advisor with Encompass More Asset Management LLC in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Foundations Investment Advisors, llc and Wealth Watch Advisors LLC. Outside of his advisory role, he operates AJM Financial LLC as an independent insurance agent, selling various fixed and indexed annuities and life and health insurance products. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individuals rather than corporate or charitable clients.

Ryan Cirasiello is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Western Wealth Management since 2016 and also has a background with LPL Financial. 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 and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing firm-designed model portfolios alongside third-party strategies.

David Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. He holds a Series 66 designation and has 23 years of industry experience. Since 2013, he has been associated with both Western Wealth Management and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a variety of investment strategies and third-party manager relationships.

William Starr is a CFP® professional with 11 years of industry experience. He has worked at Northwestern Mutual and its affiliated companies from 2013 to 2026 before joining Victory Financial in 2026. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios ranging from Aggressive to Capital Preservation.

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.

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.

James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.