Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

James Ulrick is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Farther Finance Advisors, PNC Investments LLC, Merrill, Bank of America, and Charles Schwab, where he worked for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Jeffrey Loehr is a CFA® charterholder with 15 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2016. He is based in Greenwood Village, Colorado, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, 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.

Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.

Jo Ann Holst is a financial advisor with Royal Fund Management, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 13 years of industry experience. She has operated Holst Financial, Inc. dba Fuel Financial, Inc. since 2010 and owns jHolst Designs, a glass and fiber arts and crafts business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis and offers specialized services including options writing and access to select non-traded REITs.

Michael Ferrer is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He has worked previously with firms including BlackRock Investments, Macquarie Investment Management, and OppenheimerFunds Distributor, Inc. In addition to his advisory role, Ferrer 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 individuals, trusts, estates, corporations, and other business clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing a variety of analytical approaches and third-party platforms to tailor solutions for its clients.

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.

Phoenix Frank is a financial advisor at Western Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked briefly at Starbucks and spent several years unemployed. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management, operating through a decentralized network of investment adviser representatives.

John Gilpin IV is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial LLC and Fidelity Investments. 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, combining firm-designed model portfolios with access to various third-party managers and strategies, with accounts reviewed at least annually.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

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 with three years of industry experience. He holds a Series 65 license and has worked at firms including Simplicity Wealth and Wambolt & Associates. Outside of his advisory role, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach supplemented by tactical adjustments and integrates technology and third-party platforms to implement ETF-based portfolios.

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 13 years of industry experience. He currently works at Trilogy Capital, Inc., where he has been since 2024. His prior experience includes positions at Ashton Thomas, Wells Fargo Private Bank, J.P. Morgan Securities, Citigroup Global Markets, Citicorp Investment Services, and CIBC Private Wealth Advisors. 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 and a range of investment instruments tailored to client objectives.