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.

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.

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.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, Bank of the West, and other firms. In addition to his advisory role, he is involved in insurance sales focusing on life, disability, and long-term care insurance through his own business. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, using model allocations typically implemented with low-cost ETFs.

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.

Kip Hertzenberg is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is based in Golden, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and multiple advisory programs.

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.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and E.A. Buck Insurance, where he also serves as a life insurance agent. Abe is based in Denver, CO. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach focused on tactical asset allocation and employs third-party financial planning tools to tailor client risk profiles into customized allocations.

Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Michael Irion is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining MissionSquare in 2026, he worked for TIAA-CREF and Tiaa from 2007 to 2026. He serves on the board of the German Cultural Foundation, a nonprofit supporting cultural events in Colorado. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers guided advisory services, including discretionary Managed Accounts and Fund Advice, with investment strategies developed by Morningstar Investment Management.

Joseph Rusinko is a CFA® charterholder with five years of industry experience. He currently works at AlphaCore Capital LLC in Denver, CO, where he has been since 2026. His prior roles include positions at Elk River Wealth Management, WealthShield, BOK Financial Private Wealth, and CoBiz Financial. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Jeffrey Hinkle is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Western Wealth Management LLC since 2019 and previously at NTB Financial Corporation from 2015 to 2019. Western Wealth Management LLC 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 through a decentralized network of 88 investment adviser representatives and utilizes a range of investment strategies including ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

Jeffrey Kane is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2024 and previously spent over a decade with Charles Schwab and Schwab Wealth Advisory Inc. based in Littleton, CO. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerances, and offers specialized techniques and sub-adviser recommendations for clients with more complex needs.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

John Bohan is a CFP® with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior roles include positions at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. He is the owner of Finbits Media LLC, a financial education blog where he writes about the economy and is the author of a book on personal finance. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging, technical analysis, and varied trading approaches, and is notable for its affiliation with a third-party administrator and pension consulting business.

Andrew Mong is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Wealth Watch Advisors, he worked at Worth Retirement Advisors and Fidelity Investments. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a range of strategies through vetted third-party managers and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.