Hyunsoo Jang is an investment advisor representative with Buck Wealth Strategies, LLC and holds the Series 63 and Series 66 designations. He has three years of industry experience and has worked at firms including Baird and Charles Schwab. Jang is also involved in consulting employers on retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, 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 sector rotation, primarily using equities, ETFs, and fixed income.

Andrew Perry is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at EdgeRock Wealth Management, Minnesota Life Insurance Co, Personal Capital Advisors Corporation, LPL Financial, and Denali. Outside of advisory work, he is involved in fixed insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through nearly 300 investment adviser representatives.

Jacob Jaegle is a CFP® professional with 10 years of experience in financial advising, currently with Maia Wealth since 2024. His prior roles include positions at Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. He also holds a license as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm uses a range of analysis methods and a predominantly long-term investment approach, offering portfolio management, retirement plan advisory, and coordinated estate-planning and tax services through referrals to unaffiliated specialists.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Mia Medina Bohanan is a financial advisor at AssuredPartners Investment Advisors with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including World Investments, Inc., Pensionmark Financial Group, Pensionmark Securities, LLC, and TrueNorth, Inc./IMA Wealth, Inc. Outside of advisory services, she is involved in retirement plan consulting through AssuredPartners' insurance agency. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm offers discretionary and non-discretionary management, third-party manager selection, and participant education through webinars and workshops.

Augustus Skinner III is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and nine years of industry experience. He has worked with Foundations Investment Advisors since 2016 and also owns Alpha 1 Tax & Wealth Management, LLC, where he specializes in financial preparation services including payroll, accounting, tax, and retirement planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Rebecca Neils is a CFP®-certified financial advisor at Robertson Stephens with 25 years of industry experience. Her prior roles include positions at Schwab Wealth Advisors, Inc. and Charles Schwab, where she worked for over two decades. Outside of her advisory work, she owns several residential properties that she rents. Robertson Stephens Wealth Management serves a diverse client base, including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight, offering services such as portfolio management, financial and tax planning, and access to both public and private investment funds.

Russell Telfer is a financial advisor with The AmeriFlex Group and holds Series 66 and Series 63 registrations. He has seven years of industry experience and has worked with firms including Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model allocations, discretionary or non-discretionary manager relationships, and multiple wrap program solutions.

Daniel Werts is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously worked at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Cabot Lodge Securities. Werts is also involved with LTCPro, LLC, where he conducts educational seminars and presentations for federal employees on their benefits. 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 uses a top-down, macro-environmental investment approach with tactical asset allocation and discretionary rebalancing, supported by third-party tools to customize client risk profiles.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geneos Wealth Management since 2008 and also operates Adrian and Associates. Adrian serves on the Board of Directors at Large for the Colorado Business Round Table. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a variety of analytic and strategic approaches tailored to client needs.

Andrew Carley is a financial advisor at Larson Financial Group, LLC with Series 63 and Series 66 credentials and two years of industry experience. His career includes prior roles at Empower Advisory Group and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he has been involved with Kwik Vending Service. 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 uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, and it offers a range of affiliated services including broker-dealer operations, commercial real estate brokerage, and pension consulting.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Maia Wealth in 2025, he worked at Secure Advisory Group, LLC, and BBVA Securities Inc., among other firms. Garrett also works as an insurance agent with Security Insurance Group. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis to implement long-term strategies with tactical flexibility. The firm integrates technology and third-party platforms, offering services including financial planning, retirement plan advisory, and institutional consulting.

Brian Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he works with clients to develop and improve financial plans tailored to their family's unique needs, maintaining open communication throughout the process. He has accumulated over 19 years of experience in the financial services industry, having held positions including Portfolio Specialist and Client Management Representative at Fidelity Investments, Investment Advisor at Branch Bank & Trust, Vice President Financial Advisor at Morgan Stanley, and Associate Vice President Financial Advisor at Morgan Keegan. Brian holds insurance licenses in Arkansas and California.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative investments, often on a discretionary basis.

Matthew Lavoie is a financial advisor with Larson Financial Group, LLC and holds the CFA® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Charles Schwab Investment Management and Charles Schwab. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and it employs AI-assisted tools alongside human review for client recommendations.

Julian Korber is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets Corporation, City National Bank, Purshe Kaplan Sterling Investments, and ORG Partners, LLC. Outside of his advisory work, he serves as a board member of the Colorado Photographic Arts Center, a nonprofit arts and cultural organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

Jeffrey Murray is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Wealthsource Partners, LLC and Avant Garde Advisors LLC. In addition to his advisory role, he owns and operates Strategic Planning LLC, an insurance agency specializing in fixed life, fixed annuities, disability, long-term care, health, and indexed annuities. 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 utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Patrick Durst is a CFP® with 11 years of industry experience, currently serving as an advisor at Lifemark Securities Corp. since 2018. He has prior experience with Jackson National Life Distributors LLC and operates Front Range Financial LLC, where he is involved in the sales and service of life and fixed annuities. Outside of his advisory work, Durst also manages rental property ownership. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm employs a suitability-driven approach with tailored risk assessments, offering a variety of managed account programs and retirement-plan consulting services.

M. Dana is a financial advisor at Western Wealth Management LLC with 25 years of industry experience and holds a Series 66 designation. Dana serves as President of the Denver Metro Chapter of the Society for Financial Awareness, where they participate as a speaker and seminar leader. Their prior roles include positions at LPL Financial and Pinnacle Advanced Planners, Inc. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, combining firm-designed model portfolios with access to multiple third-party managers and strategies.

Donald Sawyer is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Mountain Capital Investment Advisors. Sawyer also operates Sawyer Capital Investment Advisors, a related business. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis, and often employs third-party sub-advisers and private fund investments as part of its strategies.