Vincent Esposito is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jenkins Wealth and South Denver Windustrial. Esposito also operates Esposito Family Financial LLC, where he provides life and annuities insurance solutions. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm provides model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party platforms.

Michael Scialla is a financial advisor at Stephens with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Stifel Nicolas and A. G. Edwards & Sons, Inc. He is based in Castle Rock, CO. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Hailey Loveday is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. She has experience working at Bowman Financial Strategies and Charles Schwab & Co., Inc., with a total of several years in the financial services industry. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models, third-party managers, and various investment strategies, including ETFs, mutual funds, individual equities, options, and private investments.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 license and seven years of industry experience. His prior experience includes seven years at Morgan Stanley. Outside of advising, he is involved in insurance sales through E.A. Buck Insurance. 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 emphasizing tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Jordan Mc Connell is a CFP® professional with 10 years of industry experience, currently affiliated with Root Financial Partners since 2024. He previously worked at The Vanguard Group and Schwab Private Client Investment Advisory. Root Financial Partners offers investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies with tailored portfolios and provides educational programs alongside its advisory services.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.

Kevin Rogers is a financial advisor with Western Wealth Management LLC in Erie, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2003 and joined Western Wealth Management in 2016. Outside of his advisory work, he is involved with KGS Holdings, LLC, a car rental business. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including model portfolios, ETFs, individual equities and bonds, alternatives, derivatives, and cryptocurrency.

Mark Fuhrman is a financial advisor with Western Wealth Management LLC in Castle Pines, CO, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over two decades at LPL Financial. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and financial planning services utilizing firm-designed and third-party model portfolios across various strategies.

Christopher Ricketts is a financial advisor with NWF Advisory Services Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at OSAIC, The Ameriflex Group, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of Ricketts Financial, doing business as Trailhead Financial Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Alexander Hackley is a financial advisor with Lifemark Securities Corp. who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Blue Duck Wealth Management and Verus Capital Partners. Outside of his advisory work, Hackley operates as an independent insurance broker through Front Range Financial, LLC. 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 range of investment programs and uses platform tools to tailor suitability-driven advice, managing accounts on a discretionary or non-discretionary basis.

Steven Connolly is a financial advisor with Gladstone Wealth Partners in Littleton, CO, holding a Series 66 designation and over 24 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Gladstone Wealth Partners and LPL Financial in 2021. Connolly also operates Connolly Financial LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable focus on integrating retirement-plan services and institutional manager relationships.

Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach tailored to client goals and risk tolerance.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programs and online academies separate from its advisory services.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. 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 consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.

Brandon Wyand is a CFP® professional with 11 years of experience in financial advising. He is currently with Savvy and has held previous roles at Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of finance, he has experience working in the winery industry. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support.

Gordon Baker is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors and Securities America. Outside of his advisory roles, he is involved in a retail business buying and selling cars and watches. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Joseph Volcheck is a CFP® and holds a Series 65 license with six years at Brighton Jones LLC and four years at Cerner, totaling five years of industry experience. He is based in Denver, CO. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.