Loren Knaster is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Curi Capital, he worked at RMB Capital Management since 2011. Outside of financial advising, he owns LBK Media, LLC and has worked as a freelance sports caster since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

David Bartlett is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Global Retirement Partners, LLC, and Achieve Retirement. Bartlett is also involved in consulting and advising employers on employee retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. 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 and consulting services. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework.

Christopher Marlin is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 credential and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he is involved in the sale of collectible items such as vintage sports cards. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and utilizes both discretionary and non-discretionary management approaches.

Darren Petty is a CFP® with 12 years of industry experience, currently serving at Tucker Asset Management LLC since 2015. He also holds roles at Retirement Architects LLC and My Retirement Architect LLC. His background includes activities in the insurance sector. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach, integrating a variety of investment strategies including alternative and structured products.

Micah Strode is a Series 66 licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, SagePoint Financial, Principal Securities, Principal Life Insurance Company, and ALPS Fund Services. Outside of his advisory role, he owns a business focused on insurance, benefits, and human resources. 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 consulting through a network of advisory affiliates and multiple program platforms.

John Kamm is a financial advisor at Wealth Watch Advisors, Inc with 14 years of industry experience. He holds a Series 66 designation and has been with Wealth Watch Advisors LLC since 2015. Outside of financial advisory, he is a part-owner and director of several non-investment businesses, including a mortuary supplies company and a funeral service company operating in Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm utilizes a range of investment strategies through vetted third-party model managers and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.

Gianluca Triennese is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and having 13 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and BBVA Wealth Solutions. Outside of financial services, he was involved with Paninomania LLC, operating a business called Sweets of Italy from 2013 to 2016. Wedbush Securities provides investment advisory and broker-dealer services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm offers wealth management, fixed income, commodities, securities lending, capital markets services, and portfolio management tailored to client objectives and risk tolerances.

Dustin McDonald is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. In addition to his advisory role, McDonald is an independent insurance agent representing various companies and is the owner of My Blueprint Financial, LLC, a CPA trade name used for tax filing purposes. 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 advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, utilizing equities, ETFs, and fixed income, supported by third-party financial-planning tools that customize client risk profiles.

Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.

Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.

Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Thyfault holds Series 63 and Series 66 licenses. 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 advisory services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Elizabeth Allam is a financial advisor at RFG Advisory, LLC with one year of industry experience. She previously worked at Johnson & Johnson Vision for seven years and held a short-term unemployment period. Outside of her advisory role, she is a partner in Three Thirds Enterprises, LLC, which manages short-term rental properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for serving investment companies and state and municipal clients.

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. 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 broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.

Daniel O’Neill is a CFP® with 26 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James Financial and LPL Financial, among others. Outside of his advisory work, he owns O'Neil Financial Management, a support services business unrelated to investment advisory. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.

Aaron Minor is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc since 2016. Outside of his advisory role, he is a partner in Native Heart, LLC, a fair trade business importing Bolivian crafts, and is involved with the Society For Financial Awareness, a nonprofit focused on financial education. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Terry Anderson is a CFP® professional with 32 years of industry experience, currently serving at Maia Wealth. His career includes roles at multiple firms such as Integrated Financial Architects, LLC, and First Allied Advisory Services, Inc. Outside of his advisory work, he participates actively in nonprofit organizations, including serving as a board member for IT IS WRITTEN and a committee member at Campion Academy. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategic focus supplemented by tactical adjustments. The firm integrates traditional advisory oversight with technology platforms and offers specialized estate and tax coordination services.