Noel Cajigas is a financial advisor at Blueprint Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NorthPointe Investment Partners and Diamond Wealth Management. In addition to his advisory role, he spends approximately 10% of his time as an insurance agent. Blueprint Financial Advisors is a multi-advisor firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages about $1.4 billion in client assets and employs a proprietary strategic-and-tactical investment framework that combines diversified asset allocation with price-driven trend-following and momentum rules.

Benton Ellis III is a Series 65 licensed advisor with five years of industry experience, currently affiliated with Arax Advisory Partners. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, RD Systems, Schneider Electric, and United Renovations. He is also active as a licensed insurance agent in Littleton, CO, selling life and accident & health insurance products on a part-time basis. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans and offers a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and active insurance brokerage activities.

Lucas Wandell is a CFP® and ChFC® with nine years of experience in the financial industry. He is currently a wealth advisor at RFG Advisory, LLC, having previously worked at Mattern Capital Management, Triad Hybrid Solutions, Triad Advisors, Bank of America, and Merrill. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for 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, offering a range of services including portfolio management, financial planning, and alternative investments.

Pamala Reichert is a financial advisor at Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Geneos Wealth Management since 2007. Outside of her advisory role, she is a member and property owner of R&R Ranch LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment approach integrates continuous account monitoring, discretionary trading, and a variety of analytic strategies, with options for customized portfolios and third-party money manager referrals.

Stephen Starzec is a financial advisor at Fifth Third Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BNY Wealth, Cetera, Midfirst Bank, and Bank of the West Wealth Management. He serves on the advisory council of a children's hospital and is a board member of the Alzheimer Association, participating in non-investment related giving activities. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm uses tailored strategic asset allocation frameworks and commonly delegates portfolio management to third-party managers and affiliated model strategies.

Erika Winters is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Snowden Lane Partners for three years and Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice on behalf of her husband, a gastroenterologist in Grand Junction, Colorado. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, utilizing a multi-team model with institutional capabilities and a broad range of investment tools.

Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Brightlight Group and Christian Super. Outside of his advisory role, he serves on the boards of several tax-exempt organizations, including Criterion Institute and Global Trust Partners, where he acts as treasurer. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs, as well as turnkey asset management and sub-advisory solutions.

Steven Harp is a CFP® and ChFC® with 16 years of industry experience. He is currently with Colorado Wealth Group LLC in Denver, CO, where he has worked since 2020. Prior to that, he held roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Harp serves on the board of Floteq USA LLC, a company developing technology for the draft beverage industry, and is involved in startup equity holdings through Gratitude Ventures LLC. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm employs a blend of fundamental and quantitative analysis with strategic asset allocation and manages approximately $235 million across a team of six advisors.

Robert Ruhm is a financial advisor at Tucker Asset Management LLC in Littleton, CO, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Tucker Asset Management since 2021 and has worked at the affiliated Tucker Advisory Group since 1998 as a Senior Business Developer. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid options, within its discretionary portfolios.

Carin Wagner is a CFP® with 20 years of industry experience and holds a Series 63 license. She has been with GHP Investment Advisors since 2005. Wagner is based in Denver, CO. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through fundamental analysis and a long-term investment approach. The firm offers discretionary and non-discretionary portfolio management, financial planning, and acts as general partner of a private investment partnership.

Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with his own firm, James M. Johnston & Associates, Inc., for over three decades. In addition to his advisory work, he serves as president of JMJ Consulting Inc., where he provides tax, insurance, and estate planning services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Hope Swain is a financial advisor at Root Financial Partners in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Root Financial Partners in 2026, she worked at Aspen Book Co/Pinkerton Collective LLC and FrontRange Capital Partners. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients, emphasizing broadly diversified, passive portfolios tailored to client objectives and risk tolerance. The firm offers educational programs and online academies alongside its advisory services.

Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Equitable Advisors, Cedrus LLC, and SRS Capital Advisors, LLC. He is involved in insurance brokerage activities, including fixed insurance and general agency services for accident, catastrophic illness, and term life coverage. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and third-party portfolio management with tailored asset allocation and employs performance-based fee arrangements and insurance brokerage activities for certain qualified investors and private funds.

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, EA Buck Financial Services, and Merrill Lynch. Outside of advising, he has experience working at Five Star Pressure Washing. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by 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.

Jeremiah Kinzie is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with The AmeriFlex Group and previously worked at Northwestern Mutual Wealth Management Company and J.P. Morgan Chase. Outside of his advisory role, he is also involved with Pilkington Financial Group in Denver. 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.

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. Arax Advisory Partners is a 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, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Kara Jett is a financial advisor with LPL Financial in Windsor, Colorado, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She previously worked at Waddell & Reed, Inc. for ten years before joining LPL Financial and Western Wealth Management, LLC in 2021. Jett serves as Chief Compliance Officer and provides investment advisory services through Western Wealth Management, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

David Power is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and has prior experience at Brown & Brown. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and focuses on fundamental analysis with a tilt toward longer-term equity and fixed-income holdings.