Neal Huffman is a financial advisor at Royal Fund Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gradient Advisors, Prudential Financial Planning Services, and other firms. Outside of his advisory role, Neal is a member of the Colorado Veterans Chamber. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios using a range of strategies and offers both discretionary management and held-away advice.

Tyler Graeve is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and nine years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, Axa Advisors, and SharkNinja. Outside of advisory work, he is an independent insurance agent offering variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team 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 using a combination of internal and third-party portfolio management, tailored asset allocation, and various advisory services, including performance-based fee arrangements and private fund management.

Duane Smith is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. and Stifel Nicolaus & Co. Inc. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet for investment management and trading, and is notable for its integration with Hilltop affiliates in its municipal bond strategies and cash management programs.

Morgan Dyer is a financial advisor at The AmeriFlex Group with Series 66 registration and one year of industry experience. Prior to joining The AmeriFlex Group, Morgan worked at Cambridge Investment Research, Inc., and has been involved in roles outside finance, including time with The Cherry Creek School District, The Young Men's Christian Association, and a frozen yogurt business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing customized strategies delivered through various investment platforms and ongoing account monitoring.

Robert Bachman is a financial advisor at Geneos Wealth Management, Inc. based in Centennial, CO, with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Geneos Wealth Management since 2006 and G5 Financial Group since 2010. He also serves as president of Interfinancial Corporation. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a blend of fundamental, technical, and cyclical analysis across various strategies, offering customized and model-based portfolio options.

Steven Kletter is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 16 years at Cambridge Investment Research Advisors and Cambridge Investment Research, and more recent roles at Calton & Associates and Advisory Services Network. Outside of advisory services, he is an owner of DAR Financial and has worked as an independent insurance agent. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

George Fields is a financial advisor with Lexaurum Advisors in Littleton, CO, holding the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including leadership of Capital Resource Group, Inc., a financial planning and insurance firm he has owned since 1993. Fields also serves as vice president and board member of a local business condominium association and refers clients to a tax preparation professional through a non-ownership affiliation. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team that manages diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Judith Carlson is a financial advisor at Royal Fund Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Royal Fund Management and its affiliated Judy Carlson Risk Management, LLC, where she also serves as CEO and provides life insurance products as part of wealth planning. Outside of financial advising, she spends a portion of her professional time selling jewelry with Touchstone Crystal. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management options, with regular portfolio reviews tied to documented risk tolerances.

Donald Hartmann is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 11 years. Outside of his advisory role, Hartmann is an author, educator, podcast host, and speaker. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a broad range of advisory and financial planning services, employing a variety of custodians and investment strategies tailored to client objectives and risk tolerance.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Bailard, Inc. and various non-financial roles during his studies at the University of Colorado Boulder. Outside of finance, he has experience working in the food service industry, including at Saucy Pizza. 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 combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and often utilizes third-party managers and alternative investments.

Spencer Fugita is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently associated with M HOLDINGS SECURITIES, Inc. and Financial Designs Ltd, where he has worked since 2020. Prior to this, he held roles at Groff Team Advisors, Park Avenue Securities, Guardian Life Insurance, and Axa Advisors. Fugita serves as a board member of the Rocky Mountain Estate Planning Council. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a mix of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Amiot is a financial advisor at Brighton Jones LLC in Denver, CO, holding the CFP® designation and Series 63 and 66 licenses with 12 years of industry experience. His previous roles include positions at Commonwealth Financial Network, Summit Wealth Group, and Fidelity Brokerage Services. Brighton Jones LLC provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices. The firm offers a whole-balance-sheet approach and discretionary investment management, with a range of affiliated services including private investment funds, trust company services, and legal support through its affiliated ecosystem.

Terry Hall is a CFP® professional affiliated with Arax Advisory Partners, based in Greenwood Village, CO, with 26 years of industry experience. He has served at SRS Capital Advisors, Inc. since 2016 and has operated Terry Hall & Associates since 2003, a consulting business that coaches veterinary practice owners on financial health and service quality. Terry Hall is the owner and sole proprietor of this consulting practice. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management and external manager relationships with tailored asset-allocation approaches and offers a range of services including financial planning and retirement plan consulting.

Craig Williams is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Geneos Wealth Management since 2004 and currently operates the WIN Advisors Group. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical strategies and tailored investment solutions.

William Skiles is a CFP® with seven years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Personal Capital, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and specialized pension consulting services.

Bradley Hablutzel is a CFP® with 19 years of industry experience and currently serves at CreativeOne Wealth, LLC. He has worked at several firms including AE Wealth Management, The Paradigm Group, Geneos Wealth Management, and Life Certain Wealth Strategies. Outside of advisory work, he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing diverse investment methods including ETFs, mutual funds, options strategies, and private investments.

Steven White Jr. is a financial advisor with ON Investment Management Company in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America and Cambridge Investment Research, and he is also active in insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary investment programs and supports a dual-registration model that includes broker-dealer activities.

Chadwick Mulligan is a CFP® with three years of industry experience, currently serving at Plante Moran Financial Advisors. He has held various roles including positions at Bear Dance Golf Course and Pie Tap Pizza Workshop & Bar, reflecting diverse work experience prior to and alongside his advisory career. Mulligan is based in Denver, CO. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a range of clients including individual households, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management.

Lauren Rodgers is a financial advisor at Brighton Jones LLC with six years of industry experience. She holds a Series 65 credential and has worked at Brighton Jones since 2019. Prior to that, she was employed at Wells Fargo Advisors and Wells Fargo Bank NA. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth clients, and family offices through multiple operating brands, offering a whole-balance-sheet approach and a range of services including discretionary portfolio management, tax preparation, and family office support. The firm also operates an affiliated ecosystem that includes private investment management, trust services, and legal support.

Jared Faircloth is a financial advisor with Integrity Advisory Solutions in Aurora, CO. He holds a Series 65 license and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Senior Benefit Services and several other firms in various roles. Jared is also involved with Senior Benefit Services, where he conducts life, fixed annuity, and long-term care insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.