Michael Klever is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Elevation Point Wealth Partners since 2008. His prior experience includes roles at Princeton Fund Advisors, LLC, Northern Lights Distributors, LLC, and Innovation Partners LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations, utilizing model portfolios and tactical asset allocation strategies that incorporate mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Quintin Mc Laran is a financial advisor with The AmeriFlex Group in Englewood, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Leigh Wealth Management Group, OSAIC, and SagePoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection and monitoring, and retirement plan consulting, delivering customized strategies through various asset allocation models and wrap programs.

Ryan Landsberg is a CFP®-designated financial advisor with Plante Moran Financial Advisors in Denver, CO, where he has worked for 10 years. He is also a partner at PM Holding Group, LLP, an activity unrelated to investment management. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management solutions.

Cynthia Hodges is an investment advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her career includes roles at Global Retirement Partners LLC, LPL Financial, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns a photography business called Hodge Podge Photos. 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 approach with tactical asset allocation and integrates third-party tools and managers, distinguishing itself through the use of options strategies and a broad corporate footprint.

Travis Frayard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. Prior to joining Elevation Point, he spent 13 years at UBS Financial Services. Outside of his advisory role, he serves on the boards of two nonprofit organizations: 232-Help, a community outreach group, and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets for a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a model portfolio approach with tactical asset allocation and integrates insurance distribution and annuity servicing within its advisory services.

Michael Gebhardt is a CFA® charterholder and financial advisor at Copeland Capital Management, LLC with seven years of industry experience. He has worked at firms including Vigilant Distributors, Northern Lights Distributors, Envestnet, and Morgan Stanley. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses a conservative, disciplined dividend-growth investment strategy across various market capitalizations and international markets, managing over $4 billion in discretionary assets and providing substantial model portfolio services.

Anna Fanning is a CFP® with five years of industry experience, currently serving as a financial advisor at Geneos Wealth Management, Inc. She previously worked at KPMG US LLP and holds a CPA designation. Outside of advising, she is a notary public and owns AMFinancial LLC, a holding company. Geneos Wealth Management serves a wide range of clients, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and portfolio strategies, combining continuous account monitoring with discretionary trading authority on most accounts.

Ryan Turner is a CFP® professional with six years at Plante Moran Financial Advisors and three years of industry experience. Prior to joining Plante Moran, he worked at RMB Capital and was affiliated with the University of Colorado Boulder. Based in Denver, CO, Turner provides financial advisory services within a multi-team firm environment. Plante Moran Financial Advisors serves a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, employing a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models.

Robert Wilbanks is a financial advisor with Nations Financial Group, Inc., holding a Series 63 designation and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and co-trustee in investment-related businesses. Nations Financial Group, Inc. provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management services and employs diverse investment strategies including fundamental, technical, and tactical methods, with access to both proprietary model portfolios and third-party managers.

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.

Gregory Steinmetz is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Alps Fund Services, Inc. for 17 years. Steinmetz joined Zacks Investment Management in 2026. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platforms.

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 financial advisor at Merit Financial Advisors with 21 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, BOK Financial Private Wealth, and UBS Financial Services. He serves as a board member of the Denver Estate Planning Council. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed investment models overseen by an internal team and offers coordinated wealth management services including asset management, financial planning, and employee financial wellness programs.

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.