Andrew Wagner is a CFP® professional with 11 years of experience in financial planning and wealth management. He has worked at Quotient Wealth Partners, LLC since 2023 and previously held positions at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

Amie Toyama is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and has eight years of industry experience. Prior to joining Avantax, she worked at Watson Coon Ryan LLC and several associated firms. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

Michael Ferrer is a financial advisor with Integrity Advisory Solutions in Littleton, CO, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at BlackRock Investments and Waddell & Reed, among other firms. Outside of his advisory role, he serves as Vice President and National Sales Director at Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, corporations, and 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 uses a variety of investment approaches supported by third-party platforms.

John Schultz III is a financial advisor at Forum Financial Management, LP with seven years of industry experience. He holds a Series 65 designation and has worked at Forum since 2019. Prior to joining the firm, he held roles at Expedia Group and ZenPayroll (DBA Gusto). He serves as a board member of Glenmoor Country Club. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and support to independent advisors through its Forum Advisor Alliance division.

Bartlett Snyder is a financial advisor with ValMark Advisers, Inc. in Denver, CO, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has been with ValMark Advisers since 2012 and has longstanding affiliations with Valmark Securities, Inc. and Churchley Financial Group dating back to 2007. Outside of his advisory roles, he is involved in various insurance consulting and referral activities related to disability, long-term care, and fixed life insurance. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes a diversified, goal-based investment approach through proprietary and third-party platforms, including sub-advisory relationships and wrap fee programs, and is notable for its involvement with investment-company products and index licensing.

Stephanie Carr is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. She holds a Series 66 designation and has 20 years of industry experience. Her prior roles include positions at Planning Resources, Inc., Cambridge Investment Research, Inc., and OSAIC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Gregory Wikelius is a financial advisor with The AmeriFlex Group in Denver, CO, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. He is also the owner of One Vision Financial, a separate financial business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 asset allocations and discretionary or non-discretionary management.

Zachary Swaffer is a CFP® professional at Modern Wealth Management, LLC with eight years of industry experience. He previously held roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he operates a small home-based Etsy business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by centralized investment oversight and a variety of specialized service offerings.

Kurt Gallup is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 credential with two years of industry experience. Prior to joining Maia Wealth in 2025, he worked at Wambolt & Associates and has a diverse background including roles at JBS USA, GNC, and Lifetime Fitness. Outside of his advisory role, he is also active as an insurance agent with various carriers. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses, providing both discretionary and non-discretionary portfolio management along with financial planning and retirement advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis in its predominantly long-term investment approach, supported by coordinated estate and tax planning referrals.

Troy Coon is an investment advisor representative with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has five years of experience in the financial industry. He also manages a tax consulting partnership, Watson Coon Ryan LLC, where he provides tax compliance, planning, and IRS representation services for individuals and businesses. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, employing tax-intelligent investment strategies and style allocation models overseen by an investment advisory committee.

Austin England is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He has worked with firms including Core Planning, LPL Financial, and INT Wealth Planning. Outside of his advisory roles, he is involved with Camp Wealth, where he provides financial planning services. Creative Financial Designs serves individual clients, corporations, institutions, and employer retirement plans, offering discretionary and non-discretionary investment management. The firm employs asset-class model allocations with multiple risk objectives and provides diverse billing options, including subscription and retainer arrangements.

David Overton is a financial advisor at Halbert Hargrove in Denver, CO, with 27 years of industry experience. He has been with Halbert Hargrove since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent involved with Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a research-driven investment committee to construct diversified portfolios.

Christopher Rosa is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of advisory work, he is an independent contractor providing tax preparation and accounting services through CFS Tax Group, LLC. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and many advisors are dually licensed as insurance agents.

Adam Thein is a financial advisor at Northern Trust Securities, Inc. based in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird & Co. Inc. and Ameriprise Financial Services, Inc. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management, offering model-driven, multi-asset portfolios with a combination of proprietary and third-party investment products.

Michael Serio is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Trilogy Capital, Inc., having joined in 2024 after working at Ashton Thomas and Wells Fargo Private Bank. Serio holds the Series 63 and Series 65 licenses. 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 approach using both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis as well as non-traditional investment instruments when appropriate.

Nicholas Hamilton is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Inc., and Morgan Stanley. Outside of his advisory role, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, entities associated with his advisory work. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, consulting, and investment management. The firm manages approximately $3.54 billion for around 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Scott Huelskamp is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at multiple Thrivent entities and Purshe Kaplan Sterling Investments, Inc., with a career spanning roles in investment management and advisory services. Huelskamp is also an owner of AHW Advisors LLC, where he holds a visionary role. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach includes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Jarrod Giroue is a financial advisor at Stephens with six years of industry experience. He holds the Series 66 designation and has held roles at Citizen Energy Partners, Stifel, Pioneer Energy, and the University of Colorado - Denver. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer, investment banking, and municipal advisory activities alongside its advisory services.