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.

Kayla Marjanovic is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Shepherd Wealth & Retirement and Holloway Wealth Management. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

Jeanette Beatty is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Earned Wealth Advisors, LLC and previously worked at Facet Wealth and CUSO Financial Services, Lp. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and advanced portfolio strategies.

David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at Jenkins Wealth and Client One Securities, LLC. Outside of his advisory role, he teaches educational classes through the 5280 Adult Education Network. Western Wealth Management LLC serves a broad range of clients including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors. The firm employs a variety of investment strategies and provides access to multiple advisory programs and third-party managers.

Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Western Wealth Management since 2017 and also owns Akins Financial, providing financial planning and consulting services. Outside of investment advising, he is involved as a mortgage loan officer with MAC5 Mortgages, Inc. 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, offering a range of portfolio management and consulting services supported by firm-designed and third-party model portfolios.

Joanna Hootnick is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Invictus Private Wealth, the University of Denver, the National Comedy Center, and Teach for America. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, and retirement plan solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach supported by both in-house and external managers.

Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to multiple investment strategies and programs.

Jacob Ray is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at firms including Savvy, MML Investor Services, MassMutual Life Insurance Co, and Harp Financial Group. Outside of advisory work, he is a licensed insurance agent specializing in life, health, and long-term care insurance. Colorado Wealth Group serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The six-advisor team manages approximately $235 million using a blend of fundamental and quantitative analysis, strategic asset allocation, and external sub-advisors.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

James Hasson is a CFP® professional with 22 years of industry experience, currently associated with Western Wealth Management LLC since 2016. He has also worked with LPL Financial, LLC since 2009. Hasson operates an independent insurance agency focused on fixed products as a secondary business activity. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives offering a broad range of investment strategies and comprehensive financial services, supported by model portfolios and multiple custodial platforms.

Dean Rager is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding a Series 66 designation and 24 years of industry experience. He has worked at Geneos Wealth Management since 2004 and was previously with Portfolio Design Advisors from 2011 to 2024. Outside of his advisory role, he is president of GENTECH and a subject matter expert for SOFTEK INIC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, offering discretionary trading and customizable portfolios, as well as access to third-party money managers.

Debra Barton is a financial advisor with The AmeriFlex Group based in Denver, CO, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and H. Beck, Inc. She is also the owner of Barton Financial Services, Inc., an insurance business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and manager relationships.

Jonathan Kuiter is a Series 66-licensed financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management, he worked at LPL Financial LLC and operated a fitness gym, Kuiter Performance LLC, where he was the sole owner. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and related services.