Judith Carlson is a financial advisor at Royal Fund Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Royal Fund Management and its affiliated Judy Carlson Risk Management, LLC, where she also serves as CEO and provides life insurance products as part of wealth planning. Outside of financial advising, she spends a portion of her professional time selling jewelry with Touchstone Crystal. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management options, with regular portfolio reviews tied to documented risk tolerances.

Donald Hartmann is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 11 years. Outside of his advisory role, Hartmann is an author, educator, podcast host, and speaker. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a broad range of advisory and financial planning services, employing a variety of custodians and investment strategies tailored to client objectives and risk tolerance.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Bailard, Inc. and various non-financial roles during his studies at the University of Colorado Boulder. Outside of finance, he has experience working in the food service industry, including at Saucy Pizza. 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 combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and often utilizes third-party managers and alternative investments.

Spencer Fugita is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently associated with M HOLDINGS SECURITIES, Inc. and Financial Designs Ltd, where he has worked since 2020. Prior to this, he held roles at Groff Team Advisors, Park Avenue Securities, Guardian Life Insurance, and Axa Advisors. Fugita serves as a board member of the Rocky Mountain Estate Planning Council. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a mix of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Amiot is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining Brighton Jones in 2022, he worked at Commonwealth Financial Network and Summit Wealth Group from 2018 to 2022, and at Fidelity Brokerage Services, LLC from 2013 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Terry Hall is a CFP® professional affiliated with Arax Advisory Partners, based in Greenwood Village, CO, with 26 years of industry experience. He has served at SRS Capital Advisors, Inc. since 2016 and has operated Terry Hall & Associates since 2003, a consulting business that coaches veterinary practice owners on financial health and service quality. Terry Hall is the owner and sole proprietor of this consulting practice. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management and external manager relationships with tailored asset-allocation approaches and offers a range of services including financial planning and retirement plan consulting.

Craig Williams is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Geneos Wealth Management since 2004 and currently operates the WIN Advisors Group. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical strategies and tailored investment solutions.

Brooks Merrifield is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Elk River Wealth Management LLC and Merrifield & Co, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

William Skiles is a CFP® with seven years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Personal Capital, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and specialized pension consulting services.

Bradley Hablutzel is a CFP® with 19 years of industry experience and currently serves at CreativeOne Wealth, LLC. He has worked at several firms including AE Wealth Management, The Paradigm Group, Geneos Wealth Management, and Life Certain Wealth Strategies. Outside of advisory work, he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing diverse investment methods including ETFs, mutual funds, options strategies, and private investments.

Steven White Jr. is an advisor with ON Investment Management Company in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at ON Investment Management Company and its affiliated firms since 2017 and also has experience in insurance sales, engaging in business development and client meetings. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Chadwick Mulligan is a CFP® with three years of industry experience, currently serving at Plante Moran Financial Advisors. He has held various roles including positions at Bear Dance Golf Course and Pie Tap Pizza Workshop & Bar, reflecting diverse work experience prior to and alongside his advisory career. Mulligan is based in Denver, CO. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a range of clients including individual households, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management.

Lauren Rodgers is a financial advisor with Brighton Jones LLC in Denver, CO, holding a Series 65 credential and six years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank NA before joining Brighton Jones in 2019. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services that include financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Jared Faircloth is a financial advisor with Integrity Advisory Solutions in Aurora, CO. He holds a Series 65 license and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Senior Benefit Services and several other firms in various roles. Jared is also involved with Senior Benefit Services, where he conducts life, fixed annuity, and long-term care insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Thomas Samuelson is a CFA® charterholder with 20 years of experience in financial advising. He has been with Integrated Advisors Network LLC and Vineyard Global Advisors since 2015. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting using a range of strategies, including fundamental and quantitative analysis, options, and third-party manager platforms.

Jessica Mcqueen is a financial advisor with Wedbush Securities Inc. in Denver, CO. She holds the Series 66 designation and has 11 years of industry experience. She has been with Wedbush Securities since 2011. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, securities lending, and capital markets. The firm serves various client types with tailored portfolio management strategies and also offers custodial, clearing, and prime services.

Brent Hablutzel is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Rockefeller Financial. Outside of his advisory role, he owns a sole proprietorship related to residential investment property. 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 consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, alternatives, and derivatives.

Angela Haydusky is an Investment Adviser Representative with Advisory Services Network and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Northwestern Mutual and Primericia. Outside of her advisory role, she provides notarization and office support services through HGSD Consulting. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michaela Sullivan is a financial advisor at Savvy with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined nine years. She serves on the board of directors and as treasurer for the Cat Care Society, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies with tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.