Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.

Judith Carlson is a financial advisor at Royal Fund Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Royal Fund Management and its affiliated Judy Carlson Risk Management, LLC, where she also serves as CEO and provides life insurance products as part of wealth planning. Outside of financial advising, she spends a portion of her professional time selling jewelry with Touchstone Crystal. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management options, with regular portfolio reviews tied to documented risk tolerances.

Donald Hartmann is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 11 years. Outside of his advisory role, Hartmann is an author, educator, podcast host, and speaker. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a broad range of advisory and financial planning services, employing a variety of custodians and investment strategies tailored to client objectives and risk tolerance.

Jonathan Miller is a financial advisor at SpiderRock Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlackRock Investments, Virtus Investment Partners, and VP Distributors LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, using a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm emphasizes listed derivatives and dynamic option overlays to manage risk and enhance portfolio returns.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Bailard, Inc. and various non-financial roles during his studies at the University of Colorado Boulder. Outside of finance, he has experience working in the food service industry, including at Saucy Pizza. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and often utilizes third-party managers and alternative investments.

Reed Mccoy is a CFP® with 12 years of industry experience, currently serving at Israel Investment Advisors, LLC. He has worked previously at CAPTrust and has been with GHP Investment Advisors since 2017. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through both discretionary and non-discretionary portfolio management. The firm emphasizes a long-term, fundamental analysis approach to investing in Israeli stocks and bonds, and acts as general partner of a private investment partnership.

Spencer Fugita is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently associated with M HOLDINGS SECURITIES, Inc. and Financial Designs Ltd, where he has worked since 2020. Prior to this, he held roles at Groff Team Advisors, Park Avenue Securities, Guardian Life Insurance, and Axa Advisors. Fugita serves as a board member of the Rocky Mountain Estate Planning Council. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a mix of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Amiot is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining Brighton Jones in 2022, he worked at Commonwealth Financial Network and Summit Wealth Group from 2018 to 2022, and at Fidelity Brokerage Services, LLC from 2013 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Collin Walker is a CFP® with six years of industry experience, currently serving as a financial advisor at Trek Financial. His prior experience includes roles at Empower Advisory Group and Personal Capital. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools under governance and offering a broad range of model and alternative investment strategies.

Michael Scardaville is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Global View Capital Management in 2024, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Scardaville also serves as an insurance agent, marketing and selling life products including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning for individual, trust, corporate, and retirement plan clients. The firm’s investment approach relies on technical and quantitative methods guided by an in-house algorithmic research platform, offering model-based strategies matched to client risk profiles.

Brian Quill is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Cavanal Hill Investment Management, Inc. and BOK Financial Asset Management, Inc. among other firms, serving in compliance management roles alongside his advisory duties. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates with the broader BOK Financial Corporation network to offer custody, trust, and municipal securities services.

Christopher Clancy is a financial advisor at SAX Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 66 registrations with five years of industry experience. He has previously worked at Global Wealth Strategies and Associates, LLC, Fidelity Investments, and Bigfoot Insurance. Clancy also holds a compliance associate role at Global Wealth Strategies and Associates, performing back office support. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy, supplemented by specialized advisory services including employee benefit plan consulting, real estate exchange advisement, and discretionary private fund management.

Christopher Barker is a CFP® with 13 years of experience in the financial services industry. He is currently with Maia Wealth and has previously worked at Simplicity Wealth, MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. In addition to his advisory role, he is licensed as an insurance agent representing various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that incorporates fundamental, technical, and cyclical analysis and integrates technology platforms, including robo-advisors and third-party services, to tailor portfolios and manage risk.

Terry Hall is a CFP® professional affiliated with Arax Advisory Partners, based in Greenwood Village, CO, with 26 years of industry experience. He has served at SRS Capital Advisors, Inc. since 2016 and has operated Terry Hall & Associates since 2003, a consulting business that coaches veterinary practice owners on financial health and service quality. Terry Hall is the owner and sole proprietor of this consulting practice. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management and external manager relationships with tailored asset-allocation approaches and offers a range of services including financial planning and retirement plan consulting.

Craig Williams is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Geneos Wealth Management since 2004 and currently operates the WIN Advisors Group. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical strategies and tailored investment solutions.

Brooks Merrifield is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Elk River Wealth Management LLC and Merrifield & Co, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Chandler Te Velde is a financial advisor at Maia Wealth with 8 years of industry experience and holds a Series 65 credential. His career includes roles at MML Investors Services and longstanding service at Maia Wealth since 2016. Outside of his advisory role, he manages a personal podcast through The Naked Call partnership. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis to implement primarily long-term investment strategies. The firm integrates technology and third-party platforms, offers estate and tax coordination services, and manages portfolios using a range of securities including ETFs and independent managers.

William Skiles is a CFP® with seven years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Personal Capital, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and specialized pension consulting services.

Bradley Hablutzel is a CFP® with 19 years of industry experience and currently serves at CreativeOne Wealth, LLC. He has worked at several firms including AE Wealth Management, The Paradigm Group, Geneos Wealth Management, and Life Certain Wealth Strategies. Outside of advisory work, he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing diverse investment methods including ETFs, mutual funds, options strategies, and private investments.