Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

Russell Luna is a financial advisor at Virtue Capital Management, LLC with 11 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Fusion Capital Management and First Advisors National, LLC. Outside of his advisory role, he is the owner of Luna Wealth Management, which focuses on life, fixed, and indexed annuities, and he serves on the board of the American Cancer Society Nationwide Gift Planning Advisor Council. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients. The firm uses a model-driven investment approach with strategic, tactical, and dynamic strategies primarily executed through mutual funds and ETFs, and offers financial planning, third-party manager selection, and retirement education programs.

Tyler Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2022. Prior to joining Forum, he worked at Stordahl Capital Management, Inc. and Ernst & Young LLP. He is an Investment Committee Member of the Colorado Society of Certified Public Accountants, advising the association on managing funds and assets. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Connor Mc Guire is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Trilogy, he worked at the United States Anti-Doping Agency and has held roles related to baseball organizations and education. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating both fundamental and technical analysis along with non-traditional instruments when appropriate.

Ryan Hall is a CFP® with nine years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2021. His prior roles include work at Accelerated Wealth Advisors and service with the 53rd Electronic Warfare Group. Outside of his advisory work, he is President and CEO of Hall Financial LLC, an insurance sales business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in managing client portfolios.

Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. 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 institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Joaquin Cuevas is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Blackberry Farm and the University of Colorado - Boulder. Plante Moran Financial Advisors, LLC 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 multifaceted investment process and offers both discretionary and non-discretionary portfolio management, utilizing proprietary models and third-party managers.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

Keith Fisher is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Denver, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. Fisher has served as a principal at Financial Designs LTD. since 2013 and has been associated with Penn Mutual since 2004. He is a board member of the Denver Philharmonic Orchestra Foundation. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and business entities through a nationwide network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services while employing both portfolio managers and third-party sub-advisors to support client objectives.

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes at Colorado School of Mines and is chairman of the finance committee for The Chateau Beaver Creek HOA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Raleigh Smith is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 10 years of industry experience. His career includes roles at Fidelity Investments, Transamerica Retirement Solutions, and several other financial firms. Outside of advisory work, he is a registered assistant at LP Finch and Associates and operates as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered adviser serving individuals, trusts, estates, corporations, and institutional clients with a range of financial planning and portfolio management services. The firm offers customized and model-based investment solutions using various analytical strategies and serves over $5.5 billion in client assets.

Jacob Kleimola is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC in Denver, CO. He previously worked at Indiana University from 2016 to 2020. Valeo Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management, managing approximately $13 billion in assets. The firm emphasizes strategic asset allocation, uses independent managers, and incorporates third-party research in its investment process.

Garner Mabry IV is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 27 years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Wells Fargo Advisors Financial Network, and Merrill. Mabry is also a managing director of Schwartz Mabry Private Wealth Advisory, LLC. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Keith Brand is a CFP® with 26 years of industry experience, currently serving as an Investment Advisor Representative at Buck Wealth Strategies, LLC. His prior experience includes roles at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, Schwab Private Client Investment Advisors, and Charles Schwab. He is also involved with LTCPro, LLC, a financial planning business he has been associated with since 2002. 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 utilizes third-party financial planning tools to customize client portfolios.

Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Eric Woodraska is a CFA® charterholder with three years of industry experience. He is currently with Clear Creek Financial Management, LLC and has held prior roles at Foreside Fund Services, Harborside Sales Group, Lokation Real Estate, Hancock Whitney, and American National Insurance Company. Clear Creek Financial Management serves a diverse clientele including individuals, employer retirement plans, trusts, and business entities. The firm offers a wide range of services such as asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Michael Broker is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has held positions with LPL Financial and National Planning Corporation. Outside of advisory work, he serves as an adjunct professor at the University of Denver and is an author. 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 incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its planning and private markets strategies.