Gregory Beal is a financial advisor with Western Wealth Management LLC based in Golden, CO. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Morgan Stanley, and Advised Asset Group, LLC. Western Wealth Management serves a broad client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party and LPL-sponsored investment programs.

Clarisa Hernandez is a CFP® and ChFC® with 17 years of industry experience. She is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. Outside of her advisory work, she is an independent insurance agent for multiple companies. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kathryn Lutz is a financial advisor at ON Investment Management Company with six years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.

Brooke Martinez is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a licensed notary and operates a home-based business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, offering a range of investment strategies and access to multiple LPL-sponsored advisory programs.

Robert Eberhardt III is a financial advisor at Geneos Wealth Management, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Geneos since 2013, alongside roles at Eberhardt Wealth Management LLC and A&I Financial Services, LLC. Outside of his advisory work, he operates Eberhardt Wealth LLC and acts as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, including discretionary trading and model portfolios.

Scott Ranby is a CFP® with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at Kuhn Advisors, Inc. for 11 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm focuses on customized, long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on discretionary account management and tax-aware trading.

Elise Paz is a financial advisor with Brighton Jones LLC in Denver, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Brighton Jones in 2025, she worked at Charles Schwab for two years and has a background that includes roles in education and nonprofit settings. Outside of her advisory work, Elise sells pottery on Etsy. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach that includes portfolio management, tax preparation, and family office administrative support. The firm’s affiliated ecosystem features private investment fund management, trust services, and legal services for certain clients.

Jessica Caldwell is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Plante Moran Financial Advisors since 2016, currently based in Denver, CO. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including private households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Cole Petersen is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Brokers Guild. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital market solutions.

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. 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 LPL-sponsored programs.

Gerald Clas is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, Clas serves as a trustee of the Charles A. Clas Trust. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Ariel Bean is a financial advisor at Tucker Asset Management LLC with two years of industry experience. He holds a Series 65 credential and has prior experience at Vestigo Advisor Group. In addition to his advisory role, he assists clients with life insurance, Medicare, and annuity sales through his own insurance agency, The Bean Agency. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments through the CAIS platform.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes seven years at Navy Federal Brokerage Service, LLC and Navy Federal Financial Group, LLC, along with prior roles at Pvg Asset Management and VIP Services, LLC. 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 emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee overseeing due diligence and portfolio reviews.

Samuel Buchenau is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at RMB Capital Management and Fidelity Investments. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach across equities and fixed income with a mix of proprietary and third-party strategies.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Kelly Rose is a financial advisor at NWF Advisory Services Inc with 7 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Prudential Insurance Company of America, Bull Bear Bartz LLC dba Envision Financial Partners, and The Ameriflex Group. Outside of her advisory work, she is a brand partner for LifeWave, Inc., a direct sales company marketing phototherapy products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs across discretionary and non-discretionary relationships through an open-architecture Wealth Management Platform.

Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work history includes roles at Charles Schwab and McKenzie & Snyder LLP, as well as experience in service and hospitality sectors such as The Woodcreek Club and Four Bridges Country Club. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of services including wealth management, fixed income, commodities, and capital markets. The firm offers both advisory and broker-dealer services, employing a portfolio management approach tailored to client objectives and risk tolerances.

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

Andrew Howard is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Quartz Partners Investment Management and previously worked at AthenaInvest Advisors LLC. Howard also serves as Vice President of Product Development at AthenaInvest, Inc., a software services data provider. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, digital platforms, and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, maintained by an investment committee.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc. based in Denver, CO, holding the PFS™ designation and Series 65 license with 14 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, pension advisory, and consulting to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs fundamental analysis with a generally long-term investment approach and also manages private funds and pooled vehicles, offering additional services such as affiliated family-office tax preparation to select clients.