Jake Orsborn is a financial advisor with Curi Capital, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Curi Capital, he worked at Adobe, Inc., AMG National Trust, and Transtar Insurance Brokers, Inc. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, offering a range of wealth management, retirement plan, and family office services.

Vincent Esposito is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jenkins Wealth and South Denver Windustrial. Esposito also operates Esposito Family Financial LLC, where he provides life and annuities insurance solutions. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm provides model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party platforms.

David Seufer is a CFP®, CFA®, and Series 66-designated advisor with 15 years of industry experience. He is currently with Triad Wealth Partners, LLC and has previously worked at firms including Nectarine, Gravitas Wealth Planning, WealthSource Partners, and Fidelity. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, offering sub-advisory investment management, tax-efficient model portfolios, and operational support. The firm’s model-driven investment process focuses on strategic asset allocation through diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 license and seven years of industry experience. His prior experience includes seven years at Morgan Stanley. Outside of advising, he is involved in insurance sales through E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Benjamin Beasley is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has worked at CreativeOne Wealth and The Guardian Group since 2024. Prior to his advisory career, he held various roles including positions at the University of Colorado - Boulder and in the hospitality sector. Beasley is also involved in financial planning and administrative duties related to insurance products at The Guardian Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Martin Walsh is a CFP® professional affiliated with BOK Financial Private Wealth, Inc. in Denver, CO, with 13 years of industry experience. He has previously worked at LPL Financial, LLC and Brown & Company. Outside of his advisory role, he is a joint owner of a real estate investment entity with his spouse. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, trusts, estates, and pension plans by providing discretionary and limited non-discretionary investment management and financial planning services. The firm uses a team-based investment approach supported by research from its Strategic Investment Advisors group and offers integrated custodial, trust, and administrative services through its affiliation with BOK Financial Corporation.

Jessica Donovan is a CFP® professional with 10 years of industry experience, currently advising at SteelPeak Wealth, LLC since 2026. Her prior roles include positions at Royal Alliance Associates, INC., Sii, and Signature Estate & Investment Advisors, where she served as an advisor for over a decade. She holds a California insurance license in a non-producer capacity. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies. The firm utilizes proprietary and custom model portfolios and provides access to private placements and non-purpose loan solutions.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.

Kevin Rogers is a financial advisor with Western Wealth Management LLC in Erie, Colorado, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2003 and joined Western Wealth Management in 2016. Outside of his advisory work, he is involved with KGS Holdings, LLC, a car rental business. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including model portfolios, ETFs, individual equities and bonds, alternatives, derivatives, and cryptocurrency.

Christopher Ricketts is a financial advisor with NWF Advisory Services Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at OSAIC, The Ameriflex Group, Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of Ricketts Financial, doing business as Trailhead Financial Group. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Scott Lieb is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities, First Republic Securities, and Blue Ocean Companies. He is currently based in Denver, CO. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary and non-discretionary portfolio management, as well as advisory services including tax, estate, and business consulting.

Alexander Hackley is a financial advisor with Lifemark Securities Corp. who holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Blue Duck Wealth Management and Verus Capital Partners. Outside of his advisory work, Hackley operates as an independent insurance broker through Front Range Financial, LLC. 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 range of investment programs and uses platform tools to tailor suitability-driven advice, managing accounts on a discretionary or non-discretionary basis.

Steven Connolly is a financial advisor with Gladstone Wealth Partners in Littleton, CO, holding a Series 66 designation and over 24 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Gladstone Wealth Partners and LPL Financial in 2021. Connolly also operates Connolly Financial LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable focus on integrating retirement-plan services and institutional manager relationships.

Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach tailored to client goals and risk tolerance.

Muhammad Jalill is a Series 65-licensed financial advisor at Earned Wealth Advisors, LLC with four years of industry experience. He previously worked at Fisher Investments and Parallel Financial. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by third-party consultants and an internal committee.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial for 28 years before joining Winthrop Advisory Group in 2017. Outside of his advisory role, he serves as a Massachusetts Notary Public. Winthrop Wealth provides discretionary and non-discretionary 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, prudence-based investment approach combining in-house and third-party management, with a client base that includes both retail and institutional entities.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. 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 programs and online academies separate from its advisory services.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. 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 consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.