Jeffrey Young is a financial advisor with Kovack Advisors, Inc. in Denver, CO, holding a Series 63 designation and 26 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved in fixed insurance sales and operates a wealth management business under the name Young Wealth Management. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, developing investment policies and selecting third-party portfolio managers while offering both discretionary and non-discretionary services.

Gabriel Veve is a CFP® certificant with seven years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Epicwest Culver Wealth Advisors, LLC and Charles Schwab & Co., Inc. He also works as an insurance agent focused on life and health coverage. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm that provides wealth management, investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Ian Scobie is a financial advisor at Signal Advisors Wealth, LLC in Denver, CO, holding a Series 65 designation with six years of industry experience. He has worked at Signal Advisors Wealth since 2026 and also serves as office manager at Patrick S Scobie PC, a law firm in Denver. Additionally, he is involved in insurance sales through Scobie Financial LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework.

Michelle Leichtner is a CFP® professional with nine years of experience in financial advisory. She currently works with The AmeriFlex Group and has held roles at Motley Fool Wealth Management, Merrill Lynch, and other firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and totaling 41 years of industry experience. His prior work includes roles at Morgan Stanley and its Private Bank division, as well as D.A. Davidson & Co. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors, offering tailored investment strategies through an open-architecture approach that incorporates ongoing due diligence and monitoring of third-party managers.

Joseph Quijano is a CFP® certificant with two years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC. He has previously been affiliated with Eagle Financial Planning LLC since 2005. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

David Kopp is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Spire Investment Partners, LLC, LPL Financial, and Wells Fargo Advisors Financial Network LLC. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a diverse range of strategies including passive, active, hybrid tax-aware, and tactical solutions. The firm also offers financial planning, manager-of-managers programs, and access to separately managed portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

John Panter is a financial advisor at Blueprint Financial Advisors in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan to Invest Capital Management, Inc. and CIM Securities, LLC. Outside of advising, he has a 25% ownership interest in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios combined with a proprietary strategic-and-tactical investment framework.

Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. 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 uses a risk-based, diversified asset allocation approach with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.

Matthew Wiles is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at firms such as All Season Financial Advisors, Bleakley Financial Group, and Northwestern Mutual Investment Services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Todd Schwartz is a CFP® with 32 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also a managing partner of Schwartz Mabry Private Wealth Advisory LLC, an operating company for his partnership. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in assets and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Karch Schwartz is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Fidelity Investments. Concurrent Investment Advisors is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities to align with client goals and risk tolerance.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Matthew Andrews is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, BridgeBurners Consulting Group, and other firms. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, banks, family offices, pension funds, and high-net-worth individuals. The firm uses a rules-based, systematic approach combining quantitative and fundamental inputs, emphasizing listed derivatives and dynamic option overlays to manage portfolio risks and enhance returns.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at GWFS Equities, Protective Life, and Madison Avenue Securities. 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 and sector rotation, utilizing equities, ETFs, and fixed income.

Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Dale Wolberg is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding a Series 65 designation and 14 years of industry experience. He has been with Redhawk Wealth Advisors since 2012 and also operates DTW Enterprises, LLC. Outside of advisory services, he works as an independent insurance agent and as a business services consultant assisting with payroll and human resource management. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.