Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

John Panter is a financial advisor at Blueprint Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Plan to Invest Capital Management and CIM Securities. Outside of financial advising, he has a 25% ownership in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. It serves individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

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.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

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.

Robert Preciado is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Protective Life, and Madison Avenue Securities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, integrating options strategies and third-party money managers in portfolio construction.

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 at Redhawk Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Redhawk since 2012. In addition to his advisory role, he works as an independent insurance agent and a business services consultant, assisting businesses with payroll and human resource management. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach supported by a weekly investment committee and incorporates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

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.

Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and has been involved in investment-related business activities since 2003. He is also employed as a technology coordinator at the Archdiocese of Denver. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates. The firm employs both fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging, and offers services including portfolio management, financial planning, and 401(k) consulting.

Andrew Burnside Jr. is a financial advisor with ON Investment Management Company holding Series 63 and Series 65 credentials. He has one year of industry experience, including roles at The O.N. Equity Sales Company and Colorado Financial Advisors. Prior to entering the financial industry, he worked at Halliburton and completed his education at Louisiana State University. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a dual-registration model and provides access to third-party investment programs across discretionary and non-discretionary accounts.

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.

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.

Joseph Perna is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Motley Fool Wealth Management, TMF Investments, and Compound Planning. Ritholtz Wealth Management serves individual and institutional clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs as well as tactical overlays and alternative investments.

Daniel Rust is a financial advisor at KCD Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial and Strategic Alliance Investment Advisors since 2007. Rust also owns a life and long-term care insurance sales business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Robert Lee is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at AE Wealth Management, Madison Avenue Securities, LPL Financial, Amba, and Horace Mann Companies. He is also active as an insurance agent through E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating equities, ETFs, mutual funds, fixed income, and alternatives, and is notable for its use of options strategies and coordination with outside money managers.

Samuel La Porte is a financial advisor with BOK Financial Securities, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Fidelity Investments, Truist Investment Services, and BB&T Securities among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program as well as financial planning and consulting. The firm’s approach combines advisor-led client contact with research and asset allocation managed by its Strategic Investment Advisors.

Andrew Bourke is a financial advisor with Maia Wealth in Denver, CO, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Maia Wealth, he worked at Simplicity Wealth, Sanford C. Bernstein & Co., LLC, and Kernel Foods, Inc. Outside of finance, Bourke is a ski instructor at Jackson Hole Mountain Resort. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis to implement portfolios that include mutual funds, ETFs, and individual securities.

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.