Jason Kitner is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at TradeStation Securities and Charles Schwab before joining GHP in 2019. Outside of his advisory work, he co-owns an online retail business, SAK Brands LLC, with his wife. GHP Investment Advisors provides a range of investment supervisory services, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses fundamental analysis and a generally long-term investment approach, offers private funds and pooled vehicles, and operates affiliated family-office and tax services for a select group of clients.

Matthew Cichocki is a CFP® with 20 years of industry experience, currently serving at Western Wealth Management LLC since 2021. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2021. Outside of his advisory role, he is an enrolled agent and tax preparer. Western Wealth Management LLC serves a diverse client base including individuals, charities, corporations, and plan sponsors through portfolio management, financial planning, and consulting services. The firm operates as a network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Julia Bourlakov is a financial advisor with Western Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and 15 years of industry experience. She previously worked at Edward Jones from 2010 to 2017 before joining Western Wealth Management and LPL Financial in 2017. Outside of her advisory role, she is involved with Lake House Retreat, a real estate rental business in Silverthorne, CO. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple LPL-sponsored programs and third-party managers.

Barbara Terrazas is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at GHP Investment Advisors Inc in Denver, CO since 2013. She works within a multi-team environment at a firm with 22 advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach, beginning client relationships with financial planning or data-gathering reviews and typically focusing on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Joyce Mcdaniel is a financial advisor with Geneos Wealth Management, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Kestra Investment Services, Merrill, and A & I Wealth Management. She has been with Geneos Wealth Management since 2013. 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 third-party money manager referrals, managing over $5.5 billion in client assets as of 2024, utilizing a range of investment strategies and flexible account management options.

Robert Alexandrovic is a CFP® and CFA® credentialed financial advisor with 21 years of industry experience. He is currently with Merit Financial Advisors in Denver, CO, where he has worked since 2022. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, BOK Financial Private Wealth, and Tedstrom Wealth Advisors. Alexandrovic serves as a board member of the Denver Estate Planning Council. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally administered models and customized options.

Benjamin Jennings is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Outside of his advisory role, he is a co-owner of Revival Land Company, LLC and Holiday Exteriors, both non-investment business entities. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies across multiple asset classes.

Erik Bosman is a financial advisor with Strategic Wealth Investment Group, LLC in Denver, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was involved with Strategic Wealth Designers since 2020 and operated Chefs Hat Cafe from 2011 to 2020. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes a combination of internally developed and third-party model portfolios, blending fundamental, technical, and cyclical analysis, and offers advisory access to private placements for accredited investors.

Jordan Maly is a CFP® and holds a Series 63 license with six years at Simon Quick Advisors, LLC and a total of three years in the industry. His prior experience includes roles at Purshe Kaplan Sterling Investments and Summit Risk Management, Inc. He also worked at Monmouth University for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate assets among independent managers, mutual funds, ETFs, and private investment funds.

Andrew Cormack is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Morrow Energy. He is also an independent insurance agent licensed in life and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. 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 strategies.

Jacob Myers is a financial advisor with Buck Wealth Strategies, LLC in Denver, Colorado. He holds the Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at TIAA and United Parcel Service. In addition to his advisory work, Myers is a licensed real estate agent, working part-time in residential real estate. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with 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 utilizes third-party financial-planning tools to customize client risk profiles and portfolio allocations.

Christopher Tucker is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Buck Wealth Strategies, LLC, and has prior experience at First Command Financial Planning, Inc. from 2016 to 2026. 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 uses a top-down, macro-environmental investment process with tactical asset allocation and portfolio supervision, supported by third-party financial-planning tools to customize client risk profiles.

Adam Moeller is a financial advisor with Encompass More Asset Management LLC in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Foundations Investment Advisors, llc and Wealth Watch Advisors LLC. Outside of his advisory role, he operates AJM Financial LLC as an independent insurance agent, selling various fixed and indexed annuities and life and health insurance products. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individuals rather than corporate or charitable clients.

Keith Spengel is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Magellan Financial, Advisors Excel, Emoney, Federal Benefits Made Simple, and Edelman Financial Services. Outside of his advisory duties, he is involved in financial education and training for federal employees and hosts television and radio shows focused on financial topics. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements.

Eden Ross is a CFP® with three years of industry experience, currently serving as a financial advisor at Root Financial Partners in Denver, CO. Prior to joining Root, Ross worked at Stordahl Capital Management and Fidelity Investments. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to clients’ objectives and tax considerations, and offers specialized strategies and financial education programs.

Ryan Cirasiello is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Western Wealth Management since 2016 and also has a background with LPL Financial. 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 range of services such as portfolio management, financial planning, and institutional investment management, utilizing firm-designed model portfolios alongside third-party strategies.

Nathan Couch is a financial advisor with BOK Financial Securities, Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with BOK Financial Securities and its affiliated firm BOKF, NA since 2011. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research from its affiliate Strategic Investment Advisors with a range of model strategies including income, growth, and ESG-focused approaches.

David Connelly is a financial advisor with Western Wealth Management LLC based in Greenwood Village, CO. He holds a Series 66 designation and has 23 years of industry experience. Since 2013, he has been associated with both Western Wealth Management and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors, utilizing a variety of investment strategies and third-party manager relationships.

Thomas Kirby is a CFP® with 26 years of experience in financial services. He currently works at Facet and has previously held roles at USAA Investment Services Company, USAA Financial Planning Services, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through virtual channels and a proprietary platform. The firm emphasizes model-based asset allocations primarily using exchange-traded funds and incorporates technology-driven processes such as machine-learning algorithms for tax optimization and allocation recommendations.

William Starr is a CFP® professional with 11 years of industry experience. He has worked at Northwestern Mutual and its affiliated companies from 2013 to 2026 before joining Victory Financial in 2026. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios ranging from Aggressive to Capital Preservation.