Albert Flores is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has worked at SRS Capital Advisors, Inc. since 2015. Flores is based in Greenwood Village, CO, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. It employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with fee structures that include asset-based and performance-based arrangements.

Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

Brenda Cox is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures from 2009 to 2020. Outside of advisory work, she serves as an investment banking consultant for Trinlogix and is a board member of Humane Colorado. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, employee benefit plans, and corporate entities. The firm employs a client-specific investment approach using both fundamental and quantitative analysis and often incorporates third-party sub-advisers and private fund investments.

Jesse Black is a financial advisor at Integrity Advisory Solutions with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Client One Securities, LLC, and Associates Financial Group. Outside of advisory work, he owns an online educational course teaching federal employees about government benefits and is involved in insurance and annuity sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a variety of investment strategies and third-party platforms.

Lorne Levy is a financial advisor at Financial Gravity Family Office Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. In addition to his advisory work, Levy is a Senior Loan Officer and Broker Associate at All City Financial Group, a mortgage and real estate company, and since 2023 has been an investor-franchisee with Gradum GSwing. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement client strategies.

Matthew Moore is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Easterly Securities LLC, FDX Capital, LLC, GF Investment Services, LLC, and Jackson National Life Distributors LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models, third-party managers, and a variety of investment strategies including ETFs, mutual funds, options, and private investments.

Gavin Thomas is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Wedbush, he was with Charles Schwab for one year. Outside of finance, he is involved with JD's Bait Shop, a restaurant where he occasionally works as a barback. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer operations with clearing, custodial, and capital markets services, including commodities and derivatives trading.

Rebecca Desoto is a financial advisor at Maia Wealth with 10 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and National Planning Corporation. Outside of advisory work, she volunteers monthly at Sobriety House providing financial education and presents retirement planning seminars through CLC Incorporated. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses with investment advisory and financial planning services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, and independent managers, alongside coordinated estate and tax planning through specialists.

Joseph Tocchini is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of his advisory role, Tocchini owns and serves as president of Capstone Financial Services, LLC, and is involved in tax preparation through his ownership of CFS Tax Group, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management, and provides access to various custodial and advisory platforms.

Benita Creacy is a CFP® with 24 years of experience in the financial services industry. She has been with Western Wealth Management LLC since 2016 and also holds roles at LPL Financial, LLC and the College for Financial Planning. Outside of her advisory work, she has maintained involvement with DC & Associates, Inc. and has been active as a notary. Western Wealth Management LLC serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management, financial planning, and consulting services supported by multiple model portfolios and custodial platforms.

Heather Klutznick is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience and has been associated with Trilogy Capital and its related entities since 1999, also working at LPL Financial since 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house and third-party model strategies and integrates advanced planning services that include budgeting, tax strategies, and real estate considerations.

Kristin Sesko is a financial advisor at Geneos Wealth Management, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Geneos since 2007. Outside of her advisory role, she is a Mary Kay cosmetics representative and performs as a vocalist for weddings and receptions. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and various analytic strategies ranging from long-term buy-and-hold to tactical timing.

Michael Opp is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wealth Watch Advisors since 2021 and has operated Opp Financial and Insurance Services since 2007, focusing on fixed insurance and equity-indexed annuities, as well as universal and whole life insurance products. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, providing 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 tailored recommendations based on client interviews and risk assessments.

Brian Mcdowell is a CFA® charterholder with 25 years of industry experience. He has been with United Capital Financial Advisors since 2015. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm also offers sub-advisory and consulting services, operating a platform that supports customization and access to alternative investments.

William Ambrosich is a CFP® with six years of industry experience, currently serving as an investment advisor at NWF Advisory Services Inc. He has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and several other firms. Ambrosich also holds a role as a financial planner at Envision Financial Partners and is licensed as an insurance agent. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Brian Spead is a CFP® professional at Valeo Financial Advisors, LLC with 18 years of industry experience. He has worked at Valeo since 2019 and previously held roles at Charles Schwab and Charles Schwab Bank from 2006 to 2019. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including pro-bono planning and due diligence support for private fund sponsors.

Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.

Cooper Snowbarger is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Concurrent and Legacy Private Wealth Partners in 2026, he worked at Grand Canyon Education from 2019 to 2026 and held roles at Camp Timberline and the Grand Canyon University Antelope Reception Center. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities, with approximately $15.7 billion in assets under management across roughly 240 advisors and more than 13,000 clients.

Erik Bowman is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at CreativeOne Wealth since 2018 and has operated Bowman Financial Strategies since 2016. Outside of advising, he is a minority owner and COO of Impact Tax and Advisory, a CPA firm in Colorado. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, with an investment approach that incorporates modern portfolio theory, fundamental, technical, and quantitative analysis.