Nicholas Hamilton is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Morgan Stanley, and Merrill. In addition to his advisory work, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, supporting his practice through these business interests. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and a range of other securities, supported by a network of approximately 286 advisors and a variety of platform integrations and affiliated sub-advisory arrangements.

Anika Nelson is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation. She has one year of industry experience, including prior work at Maia Wealth. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through a managed account platform.

Kimberly Doleman is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Concorde Investment Services, DFPG Investments, and Doleman Wealth Management, where she serves as president. Outside of financial advising, she is the chair of the accountability committee for Littleton Prep Charter School, a nonprofit organization. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and co-advisory services, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Lagen Mc Lachlan is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and four years of industry experience. Prior to joining Sunbelt Securities in 2022, he worked for ten years at Maxar Technologies as a software engineer in aerospace technology. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of approaches including fundamental, technical, tactical, and strategic methods, and delivers services such as standalone financial planning, wrap-fee programs, and referrals to third-party money managers.

Curtis Zeigler is a financial advisor with Geneos Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Geneos Wealth Management since 2007 and has been associated with Capital Management Group since 1986, where he also serves as president. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management 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 as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Ashley Robinson is an investment advisor representative at Buck Wealth Strategies, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Retirement Planning Strategies, CL Wealth Management LLC, and Cabot Lodge Securities, LLC. Outside of her advisory role, she provides educational seminars and financial presentations for federal employees through LTCPro LLC, DBA Federal Benefits Made Simple. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering 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, using equities, ETFs, and fixed income instruments.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance. Diane is the owner of Aspen Peak Divorce Solutions, a divorce financial planning and mediation business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co- or sub-advisory relationships.

Milo Park is a financial advisor at Navy Federal Investment Services, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including CWM, LLC, Cetera Advisor Networks, Bender Financial Services, and First Republic Investment Management, Inc. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform.

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

Diana Bobka is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Western Wealth Management and affiliated with LPL Financial since 2016. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with comprehensive portfolio management, financial planning, and consulting services. The firm operates a decentralized network of investment adviser representatives and employs a diverse range of investment strategies and model portfolios.

Nicholas Hassig is a CFP® professional with 11 years of industry experience, currently serving at Root Financial Partners since 2026. He previously worked at Charles Schwab and Charles Schwab Bank from 2019 to 2026, and at OppenheimerFunds Distributor, Inc. from 2016 to 2019. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to clients’ objectives, risk tolerance, and tax considerations.

Bowen Johnson is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has two years of industry experience and has previously worked at Front Range Financial and Manor House. Outside of advising, he has experience assisting with administrative and back-office processing at Front Range Financial. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis.

Derek Scarth is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance Company. He serves as a trustee and member of the Investment Committee at Regis University. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines advisor-driven individualized advice with centrally managed model portfolios and oversight from an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Michael Hou is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Retirement Partners of Hawaii and service in the United States Marine Corps. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering 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.

Patrick Scobie is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience and holds a Series 65 designation. He has previously worked at Cabana Asset Management and operated his own advisory firm, Patrick S. Scobie PC. Outside of advising, he serves as chairman of the board for Mason Companies, Inc., a catalog sales business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Noel Cajigas is a financial advisor at Blueprint Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NorthPointe Investment Partners and Diamond Wealth Management. In addition to his advisory role, he spends approximately 10% of his time as an insurance agent. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages about $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment framework that combines diversified asset allocation with price-driven trend-following and momentum rules.

Erika Winters is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Snowden Lane Partners for three years and Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice on behalf of her husband, a gastroenterologist in Grand Junction, Colorado. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, utilizing a multi-team model with institutional capabilities and a broad range of investment tools.

Steven Harp is a CFP® and ChFC® with 16 years of industry experience. He is currently with Colorado Wealth Group LLC in Denver, CO, where he has worked since 2020. Prior to that, he held roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Harp serves on the board of Floteq USA LLC, a company developing technology for the draft beverage industry, and is involved in startup equity holdings through Gratitude Ventures LLC. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm employs a blend of fundamental and quantitative analysis with strategic asset allocation and manages approximately $235 million across a team of six advisors.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.