Jack Sells is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and is based in Denver, CO. In addition to his advisory role, he works part-time as an assistant site manager at a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm’s investment process incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Nathan Sutherland is a financial advisor at NWF Advisory Services Inc with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Transamerica Financial Advisors, Inc and The Ameriflex Group. Outside of his advisory role, he operates Jeep-Dad LLC, a tax preparation and planning service. NWF Advisory Services, Inc provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Anna Graff is a Series 66-licensed financial advisor at Western Wealth Management LLC with four years of industry experience. She previously worked at GPS Wealth Strategies Group and LPL Financial, among other firms. Her background includes eight years at Starbucks prior to entering the financial services industry. Western Wealth Management serves a broad client base including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutions. The firm employs a decentralized network of advisors and utilizes a range of investment strategies, including firm-designed model portfolios and access to multiple sponsored programs.

Derick Volle is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with a range of portfolio management and consulting services. The firm operates as a decentralized network of investment adviser representatives offering access to diverse strategies and investment programs.

Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.

Daniel Ellis is a financial advisor at Western Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Western Wealth Management and LPL Financial since 2016. In addition to his advisory role, he is co-owner of an entrepreneurial venture named Core Progression. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates through a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing both firm-designed models and third-party strategies.

John Mumford is a CFP® professional with 38 years of industry experience. He has worked at LPL Financial since 2002 and has been with Western Wealth Management LLC since 2016. Outside of his advisory work, he has engaged in music-related activities, spending a small portion of his time as a musician. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of advisers with access to diverse investment strategies and multiple custodial platforms.

Angela Osili is a CFP® professional with nine years of industry experience, currently serving as an advisor at Geneos Wealth Management, Inc. She has also worked with WIN Advisors Group and Williams Investment Network. Additionally, she operates as an independent representative for fixed insurance products with various carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm employs a variety of analytical strategies and offers customized and model-based investment solutions through multiple platforms.

Brian O'Neil is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Certuity, LLC and has held prior positions at U.S. Bancorp Investments, JPMorgan Securities, BNY Mellon, Janiczek & Company, Karsten Advisors, and TIAA-CREF. O'Neil serves as a board member and volunteer for the Foundation for Metropolitan State University, where he is involved with the Audit Committee. Certuity manages approximately $3.30 billion in assets and serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and other entities. The firm employs a long-term, buy-and-hold investment approach integrating fundamental and quantitative analysis, asset allocation, and diversification, and offers services including OCIO, investment consulting, and access to private markets.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Matthew Conley is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Savvy, Bank of America, Merrill Lynch, and Fidelity Investments. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm’s investment approach combines fundamental and quantitative analysis with strategic asset allocation across various asset classes, overseeing approximately $235 million in client assets.

Ernesto Montes III is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at GHP Investment Advisors Inc since 2019 and was previously with The Fiduciary Group, LLC from 2016 to 2019. Ernesto is based in Denver, CO. GHP Investment Advisors, Inc. provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as to pension plans, pooled vehicles, charities, and businesses. The firm employs fundamental analysis with a long-term orientation and manages private limited-partnership funds focused on international and Israeli securities.

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning strategists, and provides access to a range of private investment solutions and specialized pension consulting options.

James Brubaker is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services LLC, and ERSI Exit & Retirement Strategies Inc. He serves as a board member and officer in related business activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing a variety of investment models and custodians.

Sharon Gaspar is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked with firms including Northwestern Mutual Investment Services LLC and Genesis Corp. Gaspar is based in Englewood, Colorado. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, using a variety of investment strategies and programs to meet client needs.

Matthew Bartz is a financial advisor with NWF Advisory Services Inc and holds the ChFC® designation, with 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Envision Financial Partners, where he serves as a managing partner and financial professional. Bartz is also a general board member of the nonprofit Calf Lowell Ranch. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.

Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.

Hyunsoo Jang is an investment advisor representative at Buck Wealth Strategies, LLC with three years of industry experience. He has previously worked at Baird and Charles Schwab. Jang is also involved in consulting employers on employee retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm utilizes a top-down macro approach with tactical asset allocation and routinely incorporates options strategies and outside money managers in portfolio construction.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.