Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with his own firm, James M. Johnston & Associates, Inc., for over three decades. In addition to his advisory work, he serves as president of JMJ Consulting Inc., where he provides tax, insurance, and estate planning services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Hope Swain is a financial advisor at Root Financial Partners in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Root Financial Partners in 2026, she worked at Aspen Book Co/Pinkerton Collective LLC and FrontRange Capital Partners. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients, emphasizing broadly diversified, passive portfolios tailored to client objectives and risk tolerance. The firm offers educational programs and online academies alongside its advisory services.

Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Equitable Advisors, Cedrus LLC, and SRS Capital Advisors, LLC. He is involved in insurance brokerage activities, including fixed insurance and general agency services for accident, catastrophic illness, and term life coverage. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and third-party portfolio management with tailored asset allocation and employs performance-based fee arrangements and insurance brokerage activities for certain qualified investors and private funds.

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, EA Buck Financial Services, and Merrill Lynch. Outside of advising, he has experience working at Five Star Pressure Washing. 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 employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Jeremiah Kinzie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with The AmeriFlex Group and previously worked at Northwestern Mutual Wealth Management Company and J.P. Morgan Chase. Outside of his advisory role, he is also involved with Pilkington Financial Group in Denver. 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.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. 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, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.

Olivia Grecco is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, DiSys, The One Group, Macquarie Group, and Clemson University. Capital Investment Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions and specialized in-house planning resources.

David Rey is a financial advisor with Abacus Wealth Partners in Lakewood, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Abacus Wealth Partners, he held roles with the California Community Foundation and The California Endowment. He has also been involved with Mental Health Break, a nonprofit organization. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including high-net-worth individuals, families, and institutional entities. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled vehicles into client portfolios.

Shelley Hertel is a Series 66-credentialed financial advisor with 13 years of industry experience. She has been with Western Wealth Management LLC and LPL Financial since 2016. Outside of her advisory role, she is involved in managing several real estate rental properties. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm uses a decentralized model allowing advisors to operate under separate business names while offering a range of investment strategies, including firm-designed model portfolios and access to multiple third-party programs.

Adam Harrop is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at several firms including First Heartland Capital Inc and AM Retirement Services. Outside of his advisory role, he operates an online clothing retail business called Papaya Sue LLC and serves as a relationship manager in the purchasing department at BYU Idaho. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Derek Deoul is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc. and ALPS Distributors, Inc. before joining RiverFront. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, offering model asset-allocation portfolios through wrap-fee programs and customized solutions. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and ongoing risk management across global fixed income, U.S. and international equities.

Brian Chase is a PFS™ credentialed advisor at Arax Advisory Partners with 10 years of industry experience. He has worked at SRS Capital Advisors, Inc. since 2020 and Noven Financial Group, Inc. prior to that. In addition, he serves as a CPA Partner at JDS Professional Group, a role he has held since 2006. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a blend of internal portfolio management and external manager relationships, utilizing performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Tami Babylon is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years before joining Wedbush Securities in 2023. Outside of her advisory role, she serves as Vice President on the Board of Directors for the East Maloney Home Owner's Association in North Platte, NE, and is a 1% member of T&T Baker Enterprises, LLC, an excavation business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets services among others. The firm acts as both portfolio manager and broker-dealer, supporting a range of portfolio management options and institutional research.

Brian Mulberry is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior work includes roles at LBMZ Securities Inc. and multiple Allegis affiliated firms. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients. The firm combines quantitative models with qualitative portfolio management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios.

Lara Herron is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. She has held roles at New Frontier Wealth Management and New Frontier Financial, LLC, where she also provides insurance services. Outside of financial advising, Herron manages a technology company, HP (formerly known as POLY). Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives, delivering advice and implementation support with a largely non-discretionary model.

Robert Penrose is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Good Life Advisors and LPL Financial, he worked at Thrivent Financial and Goosehead Insurance. Outside of financial services, he owns an online virtual volleyball coaching and mentoring platform called NEXT LEVEL VOLLEYBALL. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a process that combines fundamental, technical, and cyclical analysis tailored to client objectives.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Quintin Mc Laran is a financial advisor with The AmeriFlex Group in Englewood, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Leigh Wealth Management Group, OSAIC, and SagePoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection and monitoring, and retirement plan consulting, delivering customized strategies through various asset allocation models and wrap programs.