Austin England is a financial advisor at Creative Financial Designs, Inc. in Denver, CO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Core Planning, LPL Financial, and INT Wealth Planning. He is also involved with Camp Wealth, where he provides financial planning services. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations and risk-based portfolio structures supported by third-party research and an Executive Investment Committee.

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.

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.

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.

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.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

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 a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Buck Wealth Strategies in 2024, Robinson has worked with several firms including Retirement Planning Strategies, Madison Avenue Securities, and AE Wealth Management. Robinson also conducts educational seminars and presentations focused on federal employee benefits through LTCPro, LLC, a related business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and integrates third-party financial-planning tools and outside money managers to implement strategies.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance Co. Diane is also the owner of Aspen Peak Divorce Solutions, a practice focused on divorce financial planning and mediation. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager 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.

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 with Buck Wealth Strategies, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his financial services career, he served four years in the United States Marine Corps. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with a focus on tactical asset allocation and sector rotation, incorporating the use of options strategies and third-party money managers.

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.