Joanna Hootnick is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Invictus Private Wealth, the University of Denver, the National Comedy Center, and Teach for America. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, and retirement plan solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach supported by both in-house and external managers.

Jacob Ray is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including Savvy, MML Investor Services, MassMutual Life Insurance Co, and Harp Financial Group. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and long-term care insurance. Colorado Wealth Group serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The six-advisor team manages approximately $235 million using a blend of fundamental and quantitative analysis, strategic asset allocation, and external sub-advisors.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.

Debra Barton is a financial advisor with The AmeriFlex Group in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Cambridge Investment Research, Sagepoint Financial, and H. Beck, Inc. She also owns Barton Financial Services, Inc., an insurance-related business. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of advisory affiliates and utilizes multiple program platforms to deliver tailored investment strategies.

Jonathan Kuiter is a Series 66-licensed financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management, he worked at LPL Financial LLC and operated a fitness gym, Kuiter Performance LLC, where he was the sole owner. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and related services.

Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

Russell Luna is a financial advisor at Virtue Capital Management, LLC with 11 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Fusion Capital Management and First Advisors National, LLC. Outside of his advisory role, he is the owner of Luna Wealth Management, which focuses on life, fixed, and indexed annuities, and he serves on the board of the American Cancer Society Nationwide Gift Planning Advisor Council. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients. The firm uses a model-driven investment approach with strategic, tactical, and dynamic strategies primarily executed through mutual funds and ETFs, and offers financial planning, third-party manager selection, and retirement education programs.

Tyler Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2022. Prior to joining Forum, he worked at Stordahl Capital Management, Inc. and Ernst & Young LLP. He is an Investment Committee Member of the Colorado Society of Certified Public Accountants, advising the association on managing funds and assets. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Connor Mc Guire is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Trilogy, he worked at the United States Anti-Doping Agency and has held roles related to baseball organizations and education. 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 framework using in-house models and third-party sub-advisors, integrating both fundamental and technical analysis along with non-traditional instruments when appropriate.

Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Joaquin Cuevas is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Plante Moran Financial Advisors since 2023. Prior to his advisory role, his background includes multiple positions at Blackberry Farm and academic experience at the University of Colorado - Boulder. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage a diverse range of portfolios.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

Keith Fisher is a financial advisor with M Holdings Securities, Inc. based in Denver, CO, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Financial Designs LTD. and Penn Mutual since 2013 and 2004, respectively. Fisher serves as a trustee for a special needs trust and is a board member of the Denver Philharmonic Orchestra Foundation. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services through a network of independent Member Firms and Financial Professionals who tailor programs and sub-advisory selections based on client information.

Raleigh Smith is a financial advisor at Geneos Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Transamerica. Outside of his advisory role, he is an independent representative involved in fixed insurance sales. 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 employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority across most client accounts.

Jacob Kleimola is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC in Denver, CO. He previously worked at Indiana University from 2016 to 2020. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation, uses independent managers, and incorporates third-party research in its investment process.