Danielle Berz is a CFP® with 17 years of industry experience, currently with Modern Wealth Management, LLC since 2026. Her prior roles include positions at LPL Financial and Brown & Company, where she worked for several years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers comprehensive investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, guided by a centralized Investment Committee and employing a range of model portfolios and third-party managers.

Dean Dowson is a financial advisor with The AmeriFlex Group in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, Aveo Capital Partners, and Stephen A. Kohn & Associates. He is also involved in consulting and coaching through Kingpin Advisors LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies, often acting as co-advisor or manager-of-managers in its client relationships.

Jacob Ricketts is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has been with CreativeOne Wealth since 2026 and also serves as Health and Wellness Manager at BARD Materials, a ready-mix concrete and aggregate company. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies across a large enterprise platform.

Amy Kaufman is a financial advisor at Israel Investment Advisors, LLC in Denver, Colorado, holding a Series 65 credential with five years of industry experience. She has been with Israel Investment Advisors since 2019. Outside of her advisory role, Kaufman is the COO and co-owner of Xtra Mile Interpreting, a nationwide interpreting services company she has helped operate since 2009. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-centered investments through fundamental analysis and long-term portfolio management. The firm also serves as general partner of a private investment partnership specializing in Israeli securities.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Inland Securities Corporation for 15 years. Fisher is a co-founder and director of Sequent Real Estate + Wealth Management, a firm focused on securitized real estate transactions and wealth management. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Brecht Van Waes is a Series 65-licensed advisor with Trilogy Capital, Inc. in Denver, CO. He has held several roles in the finance and technology sectors since 2020, including positions at AVLO and Highspring @ Google. Prior to that, he worked at Adams State University from 2015 to 2021. 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 framework incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Brannon Fisher is a CFP® with eight years of industry experience, currently serving at Simon Quick Advisors, LLC since 2019. He previously worked at Branzan Investment Advisors, Inc. and spent a decade at Bowdoin College. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and proprietary tax reporting tools.

Nicholas Zinn is a financial advisor at Curi Capital, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Curi RMB Capital and Charles Schwab. Prior to entering the advisory field, he was employed at Smith Capital Investors and AppTier LLC and attended Wake Forest University. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a focus on both equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.

Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, CO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked with several firms including Mutual Securities, Inc. and Cetera Advisors LLC. Outside of advising, he is the managing partner of Semloh Solutions, LLC, which provides IT and compliance consulting services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA plan consulting, wealth management, and a wrap fee program, with an investment approach led by a CFA emphasizing long-term, buy-and-hold strategies and diversified portfolio management.

Bryce Johnson is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coretactic Strategies LLC, Private Client Wealth Advisors, LLC, and operated his own firm, Bryce Johnson Investment Advising LLC. Johnson serves as a board trustee for Denver Academy and is a director of the Carson Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, and educational workshops, emphasizing customized portfolio construction across various investment strategies.

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021. His prior experience includes roles at Umb and Morgan Stanley, including Morgan Stanley Private Bank. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while often managing client relationships on a non-discretionary basis.

Nicholas Troiano is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at TAVO Wealth, Raymond James & Associates, TIAA, and Morgan Stanley. He is based in Denver, CO. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by strategic asset allocation, operational tools, and affiliated sub-advisory arrangements.

Michaela Speer is a CFP® and ChFC® with eight years of industry experience, currently serving at Larson Financial Group, LLC since 2022. Her prior roles include positions at Physicians Thrive, LLC, Northwestern Mutual, and Miss Molly's Coffee Co. She has a background that spans financial advising and previous entrepreneurial activities. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a blend of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research and documentation tools.

Jason Fox is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Advisory Services Network in 2020, he worked at Coachman Energy Partners from 2013 to 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. 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 offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Brandon Wilson is a CFP® and ChFC® with five years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Fidelity Investments and Northwestern Mutual in various advisory and wealth management roles. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, delivering services through a large network of affiliated offices and investment adviser representatives.

Bryce Baker is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. He has been with Brighton Jones LLC in Denver, CO since 2012. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Robert Holland Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Western Wealth Management, LPL Financial, and Kestra Financial Services. He is also the president of Holland Financial Inc. and the owner of several business entities. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and various wrap program solutions.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.