Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using multiple investment analysis methods and sometimes delegating trading to sub-advisers while retaining overall suitability responsibility.

Patrick Nolen is a financial advisor at Geneos Wealth Management, Inc. He holds the ChFC® designation and Series 66 license and has 51 years of industry experience. Prior to joining Geneos in 2015, he has been involved with Nolen Western Co. since 1973. He is also a managing partner of Bencentive LLC, a non-investment business. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm uses a combination of continuous account monitoring, discretionary trading, and multiple analytic strategies to manage portfolios, with options for customized investment approaches and referrals to third-party money managers.

Ryan Diachok is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Geneos Wealth Management since 2002. Outside of his advisory role, he owns Summit Dance LLC and Basis Points LLC, a boat rental business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a variety of investment strategies and offers both customized and model-based accounts, managing over $5.5 billion in client assets as of December 2024.

Scott Jackson is a CFP® with 36 years of experience in the financial services industry. He has been with Mutual Of Omaha Investor Services, Inc. and Mutual/United Of Omaha since 1988. Jackson is also the owner of Alpine Insurance & Investments, where he sells life, health, dental, disability, annuities, Medicare supplement, Medicare, property and casualty, and long-term care insurance. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Adam Graves is a financial advisor with Portside Wealth Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alignment Financial Advisors, TownSquare Capital, and Allegis Investment Advisors. Outside of advising, Graves serves as Chair of the Central Committee for Colorado State House District 37. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients through discretionary portfolio management and financial planning. The firm employs diverse investment strategies and offers related legal and accounting services through affiliated professionals.

Adam Truitt is a CFP® with 21 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. in Denver, CO. He has served as President of Financial Designs LTD. since 2012 and has been with M HOLDINGS SECURITIES since 2004. Truitt is a member of the audit committee for the Archdiocese of Denver and a board member of SEEDS OF HOPE, a community-based intervention organization. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Nations Financial Group, Inc. and Morgan Stanley. Outside of his advisory role, he provides consulting services for a residential real estate business focused on business strategy, marketing, social media, and technology. Concurrent Investment Advisors 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, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and operational platform integrations.

Steven Loerke is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at UBS Financial Services for 14 years and Prospera Financial Services for 3 years. Loerke is the founder and president of Redwood Advisory Group LLC, a firm focused on the tax and marketing aspects of the securities business. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services and emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis.

Noah Wertheimer is a financial advisor with Realta Investment Advisors, Inc. in Aurora, CO, holding a Series 66 credential and with 20 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 11 years. Outside of advising, he is involved in Medicare and Medigap referrals through separate business activities. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning for individuals, pension plans, and institutional clients. The firm utilizes a goal-based approach with diversified asset allocation and offers various portfolio management options including the NOVA platform and third-party manager programs.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. He previously worked for various affiliated Motley Fool entities over an 11-year period. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm focuses on tax-aware, diversified portfolios using low-cost funds and ETFs, employs a primarily long-term investment horizon, and integrates AI tools for research and administrative support under human supervision.

Kris Tower is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Tower held roles at Novem Group since 2015 and American Portfolios Advisors, Inc. from 2006 to 2024. He serves as a board member of the Financial Planning Association Political Action Committee. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.

Sarah Fullerton is a financial advisor at AssuredPartners Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked with firms including World Investments, Inc., Pensionmark Financial Group, and Fidelity. Outside of finance, she has worked with CorePower Yoga. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Elizabeth Windisch is a CFP® professional with 22 years of industry experience. She is currently with Maia Wealth and previously held positions at firms including GPS Wealth Strategies Group, LPL Financial, and United Capital Financial Advisers, among others. Elizabeth is based in Denver, CO. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio management, incorporating technology and third-party platforms to implement ETF-based allocations and automatic rebalancing.

John Crumplar is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked at Wedbush Securities since 2010 and previously spent 10 years at UBS Financial Services. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management, and supports clients through both advisory and brokerage capabilities.

Geraldine Janiczek is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently with Arax Advisory Partners and has previously worked at Noven Financial Group, Inc. and SRS Capital Advisors, Inc. prior to that. Arax Advisory Partners is a multi-team SEC-registered 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 services that include financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Nicholas Darvin is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has been with American Independent Securities since 2010. Outside of his advisory role, he owns and operates Darvin Asset Management, which includes activities as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and third-party manager oversight using an open architecture approach, managing assets primarily on a non-discretionary basis.

Naomi Roy is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Root Financial Partners and has prior experience with firms including Merrill and Raymond James Financial Services Advisors, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Shawn Riley is a CFP® professional with 17 years of experience in the financial services industry, currently serving at Plante Moran Financial Advisors since 2014. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He serves as a board member of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.