Garner Mabry IV is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 27 years of industry experience and has previously worked with firms including Purshe Kaplan Sterling Investments, Legacy Private Wealth Partners, Raymond James Financial Services, Schwartz Mabry Private Wealth Advisory, and Wells Fargo Advisors. Mabry is involved with Concurrent Investment Advisors, LLC operating as Legacy Private Wealth Partners and serves as Managing Director at Schwartz Mabry Private Wealth Advisory. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach, using ETFs, mutual funds, and selected individual securities aligned with client goals and risk tolerance.

Keith Brand is a CFP® with 26 years of industry experience, currently serving as an Investment Advisor Representative at Buck Wealth Strategies, LLC. His prior experience includes roles at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, Schwab Private Client Investment Advisors, and Charles Schwab. He is also involved with LTCPro, LLC, a financial planning business he has been associated with since 2002. 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 utilizes third-party financial planning tools to customize client portfolios.

Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Michael Broker is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has held positions with LPL Financial and National Planning Corporation. Outside of advisory work, he serves as an adjunct professor at the University of Denver and is an author. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its planning and private markets strategies.

Nicole Smith is an advisor at GHP Investment Advisors Inc. based in Denver, CO, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at EP Wealth Advisors and Lifetime Fitness. GHP Investment Advisors Inc. provides discretionary and non-discretionary investment supervisory services, portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and offers additional private fund management and family-office tax services.

Rita Day is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Daniel Noven is a PFS™ credentialed financial advisor at Arax Advisory Partners with 27 years of industry experience. He has held prior roles at SRS Capital Advisors, Inc., N&A Professional Group, PC (formerly Noven & Associates, PC), and Noven Financial Group, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, retirement consulting, and advisory services that combine internal and external management strategies.

Brian Brubaker is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has prior experience at Kestra Advisory, Kestra Investment Services, OSAIC, and Cambridge Investment Research. 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.

Tait McGowan is an investment advisor representative at Buck Wealth Strategies, LLC in Denver, CO. He holds the Series 65 designation and has two years of experience, including roles at Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering 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 uses third-party financial-planning tools to customize client risk profiles.

Kathleen Santiago is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Federated investment Counseling and related affiliates for eight years. Outside of her advisory role, Kathleen coaches group fitness classes at Omnia Fitness Collective in Denver. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, offering model portfolios, custom discretionary programs, and third-party manager recommendations.

Paul Layton is a CFP® with 10 years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at Empower Advisory Group and Personal Capital. Outside of financial advising, he owns Homefield Sports, an e-commerce business focused on sporting goods and apparel. Root Financial Partners offers investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm uses diversified, passive investment strategies tailored to client goals and also provides educational programs and online academies separate from its advisory services.

Marlon Ramirez is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining GHP, he worked in various roles across different sectors including logistics and hospitality. GHP Investment Advisors Inc provides discretionary and non-discretionary investment supervisory services, individual portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a generally long-term investment orientation and also manages private limited-partnership funds focused on international and Israeli securities.

Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a proprietary advisory platform alongside access to third-party manager programs.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, and other investments, integrating tax-aware strategies and utilizing multiple custodians and technology platforms for comprehensive account management.

Nathan Stewart is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Quasar Distributors, Capital Advisors, E*TRADE Capital Management, Wells Fargo Clearing, and Scottrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investments alongside traditional equity and fixed-income, and offers services such as tax preparation, trustee services, and ERISA plan advisory.

Evonne Ryan is a financial advisor with RedHawk Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining RedHawk Wealth Advisors in 2020, she worked at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory role, she is involved in several other business activities, including managing Wealth Strong Life Solutions, a firm offering insurance and investment services, and providing certified coach training through Wealth Strong International. RedHawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm utilizes strategic and tactical asset allocation across multiple investment types and offers specialized services such as captive insurance company account management and multi-generational wealth support.

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. Prejean is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with three years of industry experience. He previously worked at LPL Financial, Denver Wealth Management, and Fidelity Investments. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory services, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy, integrating technology and third-party platforms to manage ETF-based portfolios and provide rebalancing and estate coordination services.

Joseph Petrelli is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Lifeworks Advisors, he worked at Equitable Advisors and was part of The Brian Petrelli Team. He has also held roles outside finance, including a licensed assistant position at Ascent Realty Group. Lifeworks Advisors serves a diverse client base, including individuals, trusts, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and quantitative models, while maintaining integrated tax and technology services uncommon among multi-team advisors.