Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Douglas Turner is a CFP® with 19 years of industry experience. He is currently an advisor at Western Wealth Management LLC, where he has worked since 2016, and he has also been associated with LPL Financial since 2006. 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 institutional investment services through a decentralized network of 88 advisors, utilizing a range of investment strategies and products.

Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2015 and 2016 respectively. He also serves as an independent insurance agent for Colorado Insurance Benefits Inc., specializing in property, casualty, auto, home, business, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money managers, and financial planning. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of investment and insurance products.

Laurence Schiffman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. Prior to this, he worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2006 to 2019. He is the owner of Traverse Group, LLC, which focuses on staff management and financial planning, and also assists clients with tax preparation through Traverse Planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies with regular account reviews and portfolio rebalancing.

David Selden is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including Gradient Advisors, Madison Avenue Securities, and AE Wealth Management. Outside of his advisory work, Selden is president of Mountain West Retirement, LLC, a firm focused on marketing insurance services, and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit offering financial education classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary and third-party strategies, including modern portfolio theory and quantitative analysis, and offers access to ETFs, mutual funds, options strategies, and select private investments.

Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.

Jennifer Scaglione is a financial advisor with Mariner Independent who holds a Series 66 designation and has 10 years of industry experience. She previously worked at LPL Financial, LLC for ten years before joining Mariner in 2023. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

Chelsey Collins is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc., where she has worked since 2012, including time with its affiliated entity B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. manages approximately $7 billion in client assets and serves over 16,000 clients. The firm provides a wide range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party investment models.

Brandon Metcalf is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bowman Financial Strategies and Berthel, Fisher & Company Financial Services, Inc. Prior to his financial career, he was involved with Simply Amaizen Popcorn from 2013 to 2017. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.

Austin Myers is a financial advisor with Arax Advisory Partners holding a Series 65 credential and two years of industry experience. His prior professional roles include positions at SRS Capital Advisors, Cedrus LLC, Penn Mutual, Syed Financial Group, and Northwestern Mutual. He is also licensed as a life insurance agent through Penn Mutual, where he places life insurance policies as part of his client services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Jason Graybill is a CFA® charterholder with 13 years of industry experience. He has been with Carret Asset Management, LLC since 2008. Outside of his advisory role, he is a part owner of a real estate investment company. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, institutions, and other investment advisers. The firm employs tailored investment strategies based on fundamental research and offers a variety of specialized sleeves, managing accounts primarily on a discretionary basis.

Amy Kane is a CFP® professional with five years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. in Denver, CO. Her previous roles include positions at Ashton Thomas Securities, Ashton Thomas Private Wealth, Baird, Wells Fargo, and US Bank. 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 approach, utilizing both in-house models and third-party sub-advisors, and incorporates advanced planning that includes real estate considerations and retirement plan consulting.

Vipul Varma is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Regulus Financial Group, FSC Securities Corp, and Advanced Trustee Services. Outside of advising, he works as a process chemical engineer consultant for Archer Daniels Midland Company. Regal Investment Advisors LLC, also known as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select strategies tailored to client needs while granting Regal discretionary authority for implementation and rebalancing.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her career has been focused at Mutual of Omaha, where she has worked since 2016 in both insurance and investment advisory roles. Outside of her advisory duties, she volunteers as a marketing consultant for the Small Business Development Center in Pikes Peak and is involved in entrepreneurial ventures including co-owning a restoration company and creating content on TikTok. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and Pershing, serving a broad client base that includes both non-high-net-worth and high-net-worth clients.

Jonathan Underkofler is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., BNY Mellon Wealth Management, Waddell & Reed, Ameriprise, Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, combining discretionary and non-discretionary portfolio management with institutional research and operational capabilities.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2024, he worked at Allstate Financial Advisors, LLC, Allstate Financial Services, LLC, and Allstate Insurance Co. from 2016 to 2024. Quinn is also an independent insurance agent with Senior Market Sales, focusing on insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and a range of retirement services. The firm employs a structured risk framework and emphasizes diversified manager exposure, tax-aware guidance, and uses various platforms for investment and administrative support.

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.