Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Thyfault holds Series 63 and Series 66 licenses. 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 implemented primarily through equities, ETFs, and fixed income.

Elizabeth Allam is a financial advisor at RFG Advisory, LLC with one year of industry experience. She previously worked at Johnson & Johnson Vision for seven years and held a short-term unemployment period. Outside of her advisory role, she is a partner in Three Thirds Enterprises, LLC, which manages short-term rental properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for serving investment companies and state and municipal clients.

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. 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 and offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

Daniel O’Neill is a CFP® with 26 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James Financial and LPL Financial, among others. Outside of his advisory work, he owns O'Neil Financial Management, a support services business unrelated to investment advisory. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.

Donald Cooley is a financial advisor with Global View Capital Management LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at McDermott Investment Services, Revolve Mortgage Inc, and Transamerica Financial Advisors, Inc. Outside of advising, he is a member and owner of Home Decisions LLC, a pass-through entity involved in content creation and financial management. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a primarily technical and quantitative investment approach guided by proprietary algorithmic research, offering a range of managed account options including SMAs and ETF portfolios.

Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.

Terry Anderson is a CFP® professional with 32 years of industry experience, currently serving at Maia Wealth. His career includes roles at multiple firms such as Integrated Financial Architects, LLC, and First Allied Advisory Services, Inc. Outside of his advisory work, he participates actively in nonprofit organizations, including serving as a board member for IT IS WRITTEN and a committee member at Campion Academy. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategic focus supplemented by tactical adjustments. The firm integrates traditional advisory oversight with technology platforms and offers specialized estate and tax coordination services.

Wesley Strode is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2012 and also worked at Portfolio Design Advisors during that time. Outside of his advisory work, he is an owner of S Lazy R Ranch. 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, employing a range of analytic approaches and investment strategies tailored to client needs.

Mark Brown is a CFP® with 43 years of industry experience and is currently with Modern Wealth Management, LLC. He previously worked at LPL Financial for 37 years and led Brown & Company for 17 years. 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 serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering a range of investment management, financial planning, and related services.

Lawrence Finch is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Geneos Wealth Management since 2008 and also maintains his own firm, LP Finch & Associates, since 2000. Outside of his advisory roles, he serves as a trustee for Regis Jesuit High School and Regis University. 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 referrals to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary advisory supervision and customized or model-based account allocations.

Matthew Nimrick is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. He previously worked at Charles Schwab and Charles Schwab Bank SSB for a combined total of 10 years. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, by providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm uses a blend of top-down macro analysis and bottom-up security selection across various investment strategies, managing over $8 billion in discretionary assets and acting as an outsourced sub-advisor to other firms.

Diane Zing is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes roles at LPL Financial and National Planning Corporation. She is president of Zing Financial Services LLC, a home-based business entity used for tax and investment purposes. Trilogy Capital, Inc. serves individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, retirement plan consulting, financial coaching, and limited-scope consulting. The firm uses a risk-based, diversified asset allocation framework with both in-house and third-party strategies, incorporating fundamental and technical analysis and non-traditional instruments when suitable.

Anthony Paul is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Advisor, Morgan Stanley Private Bank, Merrill, and Charles Schwab. Outside of his advisory work, he owns Propel Creative Enterprises LLC, a marketing company related to a book he authored. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and offers a range of wealth management, financial planning, and advisory services supported by a network of approximately 286 advisors.

Anthony Regalado is a CFP® with 28 years of industry experience, currently advising at Facet since 2026. His prior roles include positions at Markit Digital/S&P Global/Communify Fincentric and Schwab Private Client Investment Advisory, Inc., where he worked for ten years, as well as a long tenure at Charles Schwab dating back to 1993. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households via phone, video, and a proprietary web platform. The firm employs model-based asset allocations primarily using ETFs and technology-driven processes, including machine learning for tax-optimized implementation and regular portfolio rebalancing.

William Gastl is a financial advisor with Wealth Watch Advisors, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Wealth Watch Advisors since 2015. Outside of his advisory role, Gastl is the owner and CEO of Sequel Financial Corporation, a licensed insurance agency, and serves as a board member of Wealth Watch Partners, an insurance marketing organization. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

Nathan Yeomans is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several related firms including Design Wealth Advisors and Accelerated Wealth. In addition to his advisory work, he has operated Yeomans Photography/Photo Booth Bliss, LLC since 2004. RFG Advisory is a multi-team registered investment adviser serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm manages client assets using a combination of actively managed and passive strategies, tax-aware approaches, and offers access to model strategies, alternative investments, and annuity management.

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, developing investment policies and selecting third-party portfolio managers while offering both discretionary and non-discretionary services.

Gabriel Veve is a CFP® with eight years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. He previously worked at Epicwest Culver Wealth Advisors and Charles Schwab in various roles. Gabriel also holds a life and health insurance license and works as an insurance agent on a limited basis. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.