Steven Down is a financial advisor at Mutual Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Security Management, Inc. and National Planning Corporation. Outside of his advisory work, he serves on the advisory board of Endera Corp, a clean energy vehicle company. Mutual Advisors, LLC manages a diverse client base that includes individual investors, trusts, retirement plans, qualified purchasers, and institutional clients. The firm offers a range of advisory services using a combination of active and passive investment strategies tailored to client objectives, and it is notable for managing approximately $9.45 billion across 154 advisors, including service to sovereign wealth funds.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her career has been focused at Mutual of Omaha, where she has worked since 2016 in both insurance and investment advisory roles. Outside of her advisory duties, she volunteers as a marketing consultant for the Small Business Development Center in Pikes Peak and is involved in entrepreneurial ventures including co-owning a restoration company and creating content on TikTok. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and Pershing, serving a broad client base that includes both non-high-net-worth and high-net-worth clients.

Elena Hernandez Rosenblum is a financial advisor at GenTrust with 11 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Prior to joining GenTrust, she worked at Goldman Sachs from 2016 to 2017. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm employs a multi-faceted investment approach combining fundamental, technical, and macroeconomic analysis with risk management and asset allocation strategies, and also offers wealth management, consulting, and concierge services.

Jonathan Underkofler is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., BNY Mellon Wealth Management, Waddell & Reed, Ameriprise, Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, combining discretionary and non-discretionary portfolio management with institutional research and operational capabilities.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2024, he worked at Allstate Financial Advisors, LLC, Allstate Financial Services, LLC, and Allstate Insurance Co. from 2016 to 2024. Quinn is also an independent insurance agent with Senior Market Sales, focusing on insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and a range of retirement services. The firm employs a structured risk framework and emphasizes diversified manager exposure, tax-aware guidance, and uses various platforms for investment and administrative support.

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.

Mark Durant is a financial advisor with Western Wealth Management LLC based in Lakewood, CO. He holds a Series 66 designation and has 16 years of industry experience, including 14 years with LPL Financial. Outside of his advisory work, he is also active as a music artist. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, utilizing a range of investment strategies and platforms.

Eric Palmer is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional investors, and government entities. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Christian Lewton is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at East Daley Capital Advisors, Inc. and Janus Capital Group. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach, focuses on long-term equity and fixed-income investments, and offers additional services through its affiliated family office.

Kyrie Greathouse is a financial advisor at Buck Wealth Strategies, LLC in Denver, Colorado, holding a Series 65 designation with three years of industry experience. Prior to joining Buck Wealth Strategies, Kyrie worked at Oxford Wealth Advisors, TownSquare Capital, and Portside Wealth Group. Additionally, Kyrie is involved with E.A. Buck Financial Services as a financial advisor and insurance agent. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Christopher Pelley is a financial advisor at BFC Planning, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Apollon Wealth Management. Outside of advisory roles, he is involved in insurance product sales and serves as managing director of SafeHaven Asset Protection. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisors offering customized portfolio strategies and fee arrangements.

Juliet Hull is a CFP® professional with 11 years of industry experience, currently advising at AlphaCore Capital LLC since 2026. Her prior experience includes roles at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing a diversified approach that includes traditional and alternative investment strategies as well as tax preparation and retirement plan advisory services.

Dennis Cirbo is a ChFC® with 44 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2011. He has a long tenure with State Mutual Life dating back to 1980 and is the owner of Cirbo & Associates Financial Services, where he advises on insurance and financial strategies. Cirbo is also a Certified Financial Wellness Educator for the Financial Wellness Foundation. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and employs diverse investment approaches through its network of investment adviser representatives.

William Davis is a financial advisor at Earned Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Earned Wealth Advisors, he worked at Beacon Pointe Advisors LLC and has a background that includes roles in healthcare and community testing services. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, focusing particularly on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning tools and discretionary management.

Willem Bloemsma is a financial advisor at Compound Planning, Inc. in Denver, CO, holding a Series 65 credential with nine years of industry experience. His previous roles include positions at Personal Capital and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm employs a customized, risk-based investment approach utilizing a variety of strategies and third-party partnerships, including tax-aware direct indexing and specialized lending solutions.

Michael Kloberdanz is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has been involved with Client One Securities, LLC since 2013. Outside of advisory work, he is active in marketing and sales of life insurance, fixed and fixed index annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer 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, overseeing approximately $8.6 billion in client assets.

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.

Parker Maxwell is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Savvy and previously worked at Valeo Financial Advisors, G&S Capital LLC, and Charles Schwab. Outside of advising, he was involved with Maxwell Realty LLC from 2014 to 2017. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax and estate planning support.