Jeffrey Kane is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2024 and previously spent over a decade with Charles Schwab and Schwab Wealth Advisory Inc. based in Littleton, CO. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerances, and offers specialized techniques and sub-adviser recommendations for clients with more complex needs.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

John Bohan is a CFP® with 12 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC in Littleton, CO. His prior work includes roles at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. Outside of advising, he owns Finbits Media LLC, a financial education blog and speaking platform, and is the author of a book titled *NOT ANOTHER LECTURE 20 finbits of unsolicited Dad wisdom about money*. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs asset allocation and techniques such as dollar-cost averaging and options-based portfolios, offering continuous monitoring and coordinating with affiliated tax professionals and CPAs.

Andrew Mong is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Wealth Watch Advisors, he worked at Worth Retirement Advisors and Fidelity Investments. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a range of strategies through vetted third-party managers and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Jacob Kavalar is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth and The Guardian Group in 2026, his work history includes roles in real estate and retail sectors. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, plan sponsors, and other RIAs, managing primarily discretionary accounts through a combination of proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, and private investments, along with consultative services and sub-advisory roles.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Scott Marek is a CFP® professional with 13 years of experience in financial advisory. He is affiliated with Maia Wealth and has worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory role, Marek is involved in mental health coaching through a nonprofit app and supports community financial resilience initiatives via another nonprofit. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis. The firm integrates technology and third-party platforms in its approach, offering services that include financial planning, retirement plan advisory, and institutional consulting.

John Banko is a financial advisor with Silver Oak Securities, Inc. holding a Series 66 designation and 23 years of industry experience. He has held roles at William E. Hopkins & Associates, Inc., Penn Mutual, Signator Investors, Inc., and Equitable Advisors. Outside of his advisory work, he serves as Chief Financial Officer at SchoolSAFE, Inc., a position he has held since 2019. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO. She holds the Series 66 designation and has two years of industry experience with prior roles at E.A. Buck Financial Services and Madison Avenue Securities. Before her financial services career, she was involved with Kailua Beach Adventures from 2022 to 2024. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach with tactical asset allocation and sector rotation, and is known for its use of options strategies and integration of third-party money managers.

Harrison Sedmak is a CFP® with four years of industry experience currently at Facet in Denver, CO. He previously worked at Mercer Global Advisors Inc. and Fidelity Investments. Facet Wealth provides subscription-based financial planning and discretionary investment management to a diverse client base, utilizing technology-driven, model-based asset allocations with a focus on ETFs and a flat subscription fee structure.

Matthew Daley is a financial advisor at Howard Capital Management, LLC in Denver, CO, with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Howard Capital Management in 2021, he worked for Gwfs Equities Inc/Great West Life & Annuity Insurance Company from 2006 to 2019. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage discretionary portfolios and provide private wealth services.

Jose Luis Montiel is a financial advisor with Principal Advised Services, holding a Series 66 designation and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked at Principal Securities Inc. and Principal Life Insurance Company since 2010. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering integrated access to affiliated financial products and services.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. 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, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and at LPL Financial for 3 years. Bagully provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a broad range of services including portfolio management, financial planning, and access to multiple model portfolios and strategies.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor at GHP Investment Advisors Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Kimpton. GHP Investment Advisors offers discretionary and non-discretionary investment supervisory services, financial planning, and pension advisory to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private funds focused on international and Israeli securities.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Motley Fool Wealth Management, LLC for 11 years. Padilla serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and offers a range of financial and retirement plan advisory services.

Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

Michael Pineda is a financial advisor at Lifemark Securities Corp. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Lifemark since 2017, following prior roles at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent focusing on the sales and service of life insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis with custody maintained by third-party custodians.