Drew Fear is a financial advisor at Capital Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Personal Capital Advisors Corporation. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and access to private investment solutions.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.

Steven Vrooman is a financial advisor with Wealth Watch Advisors, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Wealth Watch Advisors since 2017 and is also the managing member of Senior and Family Financial, LLC, where he holds workshops and is involved in insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies vetted by its Investment Committee, offering portfolio management primarily through third-party model managers, as well as financial planning and consulting services.

Todd Pearson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Mutual Of Omaha and its affiliated insurance company since 1993. Outside of his advisory role, he serves as board chair of Greater Wyoming Big Brothers Big Sisters and volunteers on the board of a developmental preschool and daycare center. He also officiates football and softball games. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering comprehensive financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm utilizes approved model portfolios and third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sean Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Reliance Standard. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term investment approach involving goal analysis, policy development, portfolio construction, and monitoring, combining in-house management with third-party sub-advisers.

Albert Flores is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has worked at SRS Capital Advisors, Inc. since 2015. Flores is based in Greenwood Village, CO, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through a team of over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. It employs a combination of internal portfolio management, third-party models, and tailored asset allocation strategies, with fee structures that include asset-based and performance-based arrangements.

Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

Brenda Cox is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures from 2009 to 2020. Outside of advisory work, she serves as an investment banking consultant for Trinlogix and is a board member of Humane Colorado. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, employee benefit plans, and corporate entities. The firm employs a client-specific investment approach using both fundamental and quantitative analysis and often incorporates third-party sub-advisers and private fund investments.

Jesse Black is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Client One Securities, LLC and Associates Financial Group. Outside of advisory work, he owns an online educational course for federal employees covering government benefits and serves as Executive VP of Sales and part owner at Retirement Realized Financial, an annuity FMO involved in agent training and recruiting. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside various asset-allocation strategies.

Lorne Levy is a financial advisor at Financial Gravity Family Office Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. In addition to his advisory work, Levy is a Senior Loan Officer and Broker Associate at All City Financial Group, a mortgage and real estate company, and since 2023 has been an investor-franchisee with Gradum GSwing. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement client strategies.

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Matthew Moore is a financial advisor with Creativeone Wealth, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Easterly Securities LLC, FDX Capital, LLC, GF Investment Services, LLC, and Jackson National Life Distributors LLC. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models, third-party managers, and a variety of investment strategies including ETFs, mutual funds, options, and private investments.

Gavin Thomas is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to Wedbush, he worked at Charles Schwab and is involved in a small restaurant business, JD's Bait Shop, in a part-time role. He is also listed as CEO of a tech coding company, Reign Services LLC, though he does not actively participate in its operations. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, operating as both an adviser and broker-dealer.

Rebecca Desoto is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Maia Wealth. Her prior roles include positions at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. She volunteers at Sobriety House, where she provides financial education, and presents retirement planning seminars through CLC Incorporated. Maia Wealth offers investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term investment approach complemented by tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios that include mutual funds, ETFs, and securities.

Joseph Tocchini is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of his advisory role, Tocchini owns and serves as president of Capstone Financial Services, LLC, and is involved in tax preparation through his ownership of CFS Tax Group, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management, and provides access to various custodial and advisory platforms.

Benita Creacy is a CFP® with 24 years of experience in the financial services industry. She has been with Western Wealth Management LLC since 2016 and also holds roles at LPL Financial, LLC and the College for Financial Planning. Outside of her advisory work, she has maintained involvement with DC & Associates, Inc. and has been active as a notary. Western Wealth Management LLC serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management, financial planning, and consulting services supported by multiple model portfolios and custodial platforms.

Heather Klutznick is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience and has been associated with Trilogy Capital and its related entities since 1999, also working at LPL Financial since 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house and third-party model strategies and integrates advanced planning services that include budgeting, tax strategies, and real estate considerations.

Kristin Sesko is a financial advisor at Geneos Wealth Management, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Geneos since 2007. Outside of her advisory role, she is a Mary Kay cosmetics representative and performs as a vocalist for weddings and receptions. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous account monitoring, discretionary trading, and various analytic strategies ranging from long-term buy-and-hold to tactical timing.

Michael Opp Sr. is a financial advisor with Wealth Watch Advisors, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wealth Watch Advisors since 2021 and has operated Opp Financial and Insurance Services since 2007, focusing on fixed insurance and equity-indexed annuities, including universal life and whole life products. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, utilizing quantitative, qualitative, and technical methods across various investment strategies.