Chad Leigh is a financial advisor with The AmeriFlex Group, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at firms including Cambridge Investment Research, Kestra Advisory, and SagePoint Financial. He serves as a board member for the IT'S A CALLING FOUNDATION. 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 through model asset allocations and discretionary or non-discretionary manager relationships.

Andrew Graefe is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously with Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Legacy Private Wealth Partners. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and trusts. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America, Inc., and Sterne Agee Investment Advisor Services, Inc. Outside of his advisory work, he has been employed as a Technology Coordinator at the Archdiocese of Denver since 2015. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios based on client objectives, risk tolerance, and tax considerations.

Andrew Burnside Jr. is an advisor at On Investment Management CO with Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked at Halliburton and Colorado Financial Advisors. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a mix of discretionary and non-discretionary accounts, often incorporating third-party investment programs.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

Alexandra Swanson is a CFP® professional with 16 years of industry experience, currently serving at Pure Financial Advisors, LLC. Her prior roles include positions at MAI Capital Management and Bellco Credit Union. Pure Financial Advisors is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes comprehensive financial planning centered on academic frameworks and offers discretionary portfolio management alongside related services such as pension consulting and donor-advised fund solutions.

John Morris is a CFP®-designated financial advisor with one year of industry experience. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Osica Wealth Inc and ERSI Wealth Management. 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, using customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.

Craig Austad is a CFP® professional with 29 years of experience in the financial industry. He currently works at Savvy and previously held roles at Denver PWM, LLC and First Financial Equity Corporation. Austad serves as President of the Tiffany Homeowners Association in his community. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.

Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.

Robert Lee is a financial advisor at Buck Wealth Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. Lee also serves as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation and sector rotation, primarily through equities, ETFs, and fixed income with discretionary rebalancing.

Andrew Bourke is a financial advisor at Maia Wealth in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., Kernel Foods, and as a self-employed professional. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. 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 employs a long-term investment strategy that incorporates fundamental, technical, and cyclical analysis, utilizing a mix of mutual funds, ETFs, individual securities, and third-party managers.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

William Hall is a financial advisor with Brighton Jones LLC in Denver, CO. He holds a Series 65 designation and has been with Brighton Jones since 2025. His prior experience includes roles at General Nutrition Centers and University of Arizona Campus Recreation Department. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with a range of wealth management services. The firm employs a holistic, balance-sheet approach and offers discretionary and non-discretionary investment management, tax preparation, real estate consulting, and family office services.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.

Christopher Millius is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet Wealth since 2021. Prior to Facet, he worked at Ernst and Young from 2019 to 2021 and Prudential Advisors from 2017 to 2019. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual members across a wide range of wealth levels. The firm employs a holistic financial planning approach using its Total Financial Life Resources framework and focuses on technology-driven portfolio management with primarily ETF-based strategies.

Zachary Yeager is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Auror and Vendr. Yeager is also involved with Mosaic Retirement Planning, LLC, where he engages in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

Angela Lee is a PFS™ credentialed advisor with GHP Investment Advisors Inc in Denver, CO, where she has worked since 2020. She has five years of industry experience, including prior roles at Crowe LLP and GHP Horwath PC. Outside of her advisory role, she is president and shareholder of a cleaning services company and serves as secretary for a separate administrative services business. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach and uses fundamental analysis with a focus on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Fernando Ortiz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers services ranging from scaled model portfolios to pro-bono planning for nonprofits.

Anjanette Phetteplace is a CFP® professional with 14 years of industry experience, currently serving at Arax Advisory Partners. She has held leadership roles at N & A Professional Group, P.C., including president since 2019, and has managed the firm’s tax practice since 2001. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in 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 methods.