Andrew Mong is a financial advisor at Wealth Watch Advisors, INC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Worth Retirement Advisors and Fidelity Investments. Mong also provides financial planning and retirement advisory services through Worth Retirement Advisors. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and offers services to a diverse client base including pension plans, trusts, and charitable organizations.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Scott Marek is a CFP® with 12 years of industry experience and has been with Maia Wealth since 2017. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory work, he is involved with two nonprofit organizations focused on mental health coaching and financial resilience, and he operates an online financial education platform through bulletwealth.com. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach. The firm offers portfolio management, retirement plan advisory, and coordinated estate and tax planning with a distinctive combination of technology and third-party specialists.

John Banko is a financial advisor at Silver Oak Securities, Incorporated with 22 years of industry experience. He holds a Series 66 designation and has worked with William E. Hopkins & Associates, Inc. and Penn Mutual since 2006 and 2005, respectively. In addition to his advisory role, he serves as Chief Financial Officer and director of SchoolSAFE, Inc., a position he has held since 2019. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through over 100 financial professionals. The firm offers tailored portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across a range of asset classes.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation. She has two years of industry experience and has previously worked with E.A. Buck Financial Services and Madison Avenue Securities. Outside of finance, Alicia was involved with Kailua Beach Adventures from 2022 to 2024. 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.

Matthew Daley is a financial advisor at Howard Capital Management, LLC with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes 13 years at Gwfs Equities Inc/Great West Life & Annuity Insurance Company before joining Howard Capital Management in 2021. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and advisory solutions using proprietary tactical indicators and model portfolios primarily implemented with the firm’s own mutual funds and ETFs.

Jose Luis Montiel is a financial advisor with Principal Advised Services, holding a Series 66 designation and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked at Principal Securities Inc. and Principal Life Insurance Company since 2010. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering integrated access to affiliated financial products and services.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GHP Investment Advisors, she worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside of finance. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term approach and manages private funds, including those focused on international and Israeli securities, as part of its multi-team advisory services.

Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

Michael Pineda is a financial advisor at Lifemark Securities Corp. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Lifemark since 2017, following prior roles at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent focusing on the sales and service of life insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis with custody maintained by third-party custodians.

Seth Davis is a CFP® professional with 19 years of industry experience. He has worked at RMB Capital Management since 2011. He is currently affiliated with Curi Capital, LLC in Denver, CO. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices using a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Richard Ericson is a financial advisor at RedHawk Wealth Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and has a background in insurance, serving as president of Alink Captive Insurance Services since 2016. Outside of his advisory role, Ericson is actively involved as an insurance agent with various carriers. RedHawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporating third-party signal providers for certain strategies.

Drew Fear is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Personal Capital Advisors Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.

Steven Vrooman is a financial advisor with Wealth Watch Advisors, INC in Englewood, CO, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wealth Watch Advisors since 2017 and is also a managing member of Senior and Family Financial, LLC, where he conducts workshops and is involved in insurance sales. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved third-party sub-advisors and SAM programs, with portfolios that include mutual funds, ETFs, and select option strategies.

Todd Pearson is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Mutual of Omaha and its affiliated insurance company since 1993. Outside of his advisory work, he is involved in youth services as the board chair of Greater Wyoming Big Brothers Big Sisters and serves as a voluntary board member for a developmental preschool and daycare center. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet platforms and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sean Winthrop is a financial advisor at Winthrop Wealth with three years of industry experience and a Series 66 designation. His prior experience includes roles at LPL Financial and Reliance Standard. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a focus on prudent, long-term investment strategies, utilizing both internal and third-party managers while maintaining human oversight of investment decisions.