John Gilpin IV is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial LLC and Fidelity Investments. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to various third-party managers and strategies, with accounts reviewed at least annually.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Gregory Wikelius is a financial advisor with The AmeriFlex Group in Denver, CO, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. He is also the owner of One Vision Financial, a separate financial business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 asset allocations and discretionary or non-discretionary management.

Zachary Swaffer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC in Denver, CO. His prior experience includes roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he is a business owner of an Etsy shop. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with a centralized Investment Committee guiding decisions and a range of specialized offerings including a Public Safety Financial Division and integrated tax, estate, and insurance services.

Kurt Gallup is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 license and has worked at firms including Simplicity Wealth and Wambolt & Associates. Outside of his advisory role, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach supplemented by tactical adjustments and integrates technology and third-party platforms to implement ETF-based portfolios.

Austin England is a financial advisor at Creative Financial Designs, Inc. in Denver, CO, holding the CFP® and Series 66 designations with four years of industry experience. His prior roles include positions at Core Planning, LPL Financial, and INT Wealth Planning. He is also involved with Camp Wealth, where he provides financial planning services. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations and risk-based portfolio structures supported by third-party research and an Executive Investment Committee.

David Overton is a financial advisor at Halbert Hargrove in Denver, CO, with 27 years of industry experience. He has been with Halbert Hargrove since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent involved with Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a research-driven investment committee to construct diversified portfolios.

Christopher Rosa is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of advisory work, he is an independent contractor providing tax preparation and accounting services through CFS Tax Group, LLC. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and many advisors are dually licensed as insurance agents.

Michael Serio is a CFA® charterholder with 13 years of industry experience. He currently works at Trilogy Capital, Inc., where he has been since 2024. His prior experience includes positions at Ashton Thomas, Wells Fargo Private Bank, J.P. Morgan Securities, Citigroup Global Markets, Citicorp Investment Services, and CIBC Private Wealth Advisors. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis.

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. 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.

Anika Nelson is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation. She has one year of industry experience, including prior work at Maia Wealth. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions to other advisers through a managed account platform.

Kimberly Doleman is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Concorde Investment Services, DFPG Investments, and Doleman Wealth Management, where she serves as president. Outside of financial advising, she is the chair of the accountability committee for Littleton Prep Charter School, a nonprofit organization. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and co-advisory services, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Jarrod Giroue is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Stephens, where he has worked since 2023. His prior experience includes roles at Citizen Energy Partners, Stifel, Pioneer Energy, and the University of Colorado - Denver. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

Chelsea Johns is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Root Financial Partners and has prior experience at firms including Empower Retirement, Mills Wealth Advisors, and Cain Watters & Associates. In addition to her advisory role, Chelsea operates a business planning and tax analysis practice. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement plans. The firm favors broadly diversified, passive investment approaches tailored to client objectives and offers specialized strategies, educational programming, and dedicated private-wealth planning services.

Curtis Zeigler is a financial advisor with Geneos Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Geneos Wealth Management since 2007 and has been associated with Capital Management Group since 1986, where he also serves as president. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Ashley Robinson is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Buck Wealth Strategies in 2024, Robinson has worked with several firms including Retirement Planning Strategies, Madison Avenue Securities, and AE Wealth Management. Robinson also conducts educational seminars and presentations focused on federal employee benefits through LTCPro, LLC, a related business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and integrates third-party financial-planning tools and outside money managers to implement strategies.

Diane Watson is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, NYLIFE Securities, and New York Life Insurance Co. Diane is also the owner of Aspen Peak Divorce Solutions, a practice focused on divorce financial planning and mediation. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships.