Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.

Jennifer Scaglione is a financial advisor with Mariner Independent who holds a Series 66 designation and has 10 years of industry experience. She previously worked at LPL Financial, LLC for ten years before joining Mariner in 2023. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

Chelsey Collins is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc., where she has worked since 2012, including time with its affiliated entity B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets and serves over 16,000 clients. The firm provides a wide range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party investment models.

Brandon Metcalf is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bowman Financial Strategies and Berthel, Fisher & Company Financial Services, Inc. Prior to his financial career, he was involved with Simply Amaizen Popcorn from 2013 to 2017. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Austin Myers is a financial advisor with Arax Advisory Partners holding a Series 65 credential and two years of industry experience. His prior professional roles include positions at SRS Capital Advisors, Cedrus LLC, Penn Mutual, Syed Financial Group, and Northwestern Mutual. He is also licensed as a life insurance agent through Penn Mutual, where he places life insurance policies as part of his client services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Vipul Varma is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Regulus Financial Group, FSC Securities Corp, and Advanced Trustee Services. Outside of advising, he works as a process chemical engineer consultant for Archer Daniels Midland Company. Regal Investment Advisors LLC, also known as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select strategies tailored to client needs while granting Regal discretionary authority for implementation and rebalancing.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

Jonathan Underkofler is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., BNY Mellon Wealth Management, Waddell & Reed, Ameriprise, Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, combining discretionary and non-discretionary portfolio management with institutional research and operational capabilities.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2024, he worked at Allstate Financial Advisors, LLC, Allstate Financial Services, LLC, and Allstate Insurance Co. from 2016 to 2024. Quinn is also an independent insurance agent with Senior Market Sales, focusing on insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and a range of retirement services. The firm employs a structured risk framework and emphasizes diversified manager exposure, tax-aware guidance, and uses various platforms for investment and administrative support.

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. Western Wealth Management 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 through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.

Eric Palmer is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional investors, and government entities. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kyrie Greathouse is a financial advisor at Buck Wealth Strategies, LLC in Denver, Colorado, holding a Series 65 designation with three years of industry experience. Prior to joining Buck Wealth Strategies, Kyrie worked at Oxford Wealth Advisors, TownSquare Capital, and Portside Wealth Group. Additionally, Kyrie is involved with E.A. Buck Financial Services as a financial advisor and insurance agent. 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 focused on tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Christopher Pelley is a financial advisor at BFC Planning, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Apollon Wealth Management. Outside of advisory roles, he is involved in insurance product sales and serves as managing director of SafeHaven Asset Protection. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisors offering customized portfolio strategies and fee arrangements.

Parker Maxwell is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Savvy and previously worked at Valeo Financial Advisors, G&S Capital LLC, and Charles Schwab. Outside of advising, he was involved with Maxwell Realty LLC from 2014 to 2017. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax and estate planning support.

Dylan Wheeler is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Arax Advisory Partners. His work history includes roles at SRS Capital Advisors, Cedrus LLC, and various positions outside finance such as with the Arizona Coyotes and Lululemon. He is also registered as an Independent Insurance Agent. Arax Advisory Partners is an SEC-registered multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Jason Fox is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Advisory Services Network in 2020, he worked at Coachman Energy Partners from 2013 to 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Dustin Carr is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior work history includes roles at Principal Life Insurance Company, Principal Securities Inc, Planning Resources Inc, and Sagepoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Brandon Wilson is a CFP® and ChFC® with five years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Fidelity Investments and Northwestern Mutual in various advisory and wealth management roles. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, delivering services through a large network of affiliated offices and investment adviser representatives.