Joshua Fudge is a financial advisor at Shelton Capital Management with 19 years of industry experience. He has worked at Shelton Capital Management since 2019 and previously spent three years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as treasurer for a local elementary school PTA, where he oversees general financial matters. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and the use of data science and machine learning in their stock selection.

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.

Theodore Kouba is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 12 years of industry experience. He has held roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he co-owns a rental property managed by a property company and is involved in overseeing another rental property intended to provide retirement income. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of advisors. The firm focuses on long-term investment strategies using customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Christopher Marlin is a financial advisor with On Investment Management CO, holding a Series 66 license and 17 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory work, he is involved in the sale of life insurance products and engages in buying and selling collectible vintage sports cards. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

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 Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Wealth Watch Advisors, INC since 2015. Outside of his advisory role, he holds ownership interests in several non-investment related businesses, including a mortuary supplies retail company in Denver, a commercial real estate holding company in Wheat Ridge, and a funeral service company based in Tokyo, Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management primarily through approved third-party model managers, alongside 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 at Wedbush Securities Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of finance, he was involved with Paninomania LLC, a business operating under the name Sweets of Italy, from 2013 to 2016. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account solutions and commission-based brokerage arrangements.

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 with RFG Advisory, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining RFG Advisory, she worked at Johnson & Johnson Vision and HCA Healthcare. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, combining actively managed and passive models with risk-managed approaches.

Anthony Mirenda is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Western Wealth Management LLC and LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm combines a decentralized adviser structure with access to various model portfolios and investment strategies, providing comprehensive portfolio management and financial planning services.

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, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes 17 years at Raymond James Financial and related entities. Outside of his advisory role, he owns O'Neil Financial Management, a support company unrelated to investment activities. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a long-term, customized investment approach and manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

Donald Cooley is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Wealthwave, and several mortgage and financial services companies. Alongside his advisory role, he manages a pass-through entity focused on content creation and income management. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach driven by an in-house algorithmic research platform and offers a range of managed account options including sub-advisory services and low-cost ETF portfolios.