John Kamm is a financial advisor at Wealth Watch Advisors, Inc with 14 years of industry experience. He holds a Series 66 designation and has been with Wealth Watch Advisors LLC since 2015. Outside of financial advisory, he is a part-owner and director of several non-investment businesses, including a mortuary supplies company and a funeral service company operating in Japan. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, and financial institutions. The firm utilizes a range of investment strategies through vetted third-party model managers and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Steven Minturn is a CFA® charterholder with five years of industry experience. He has worked at BMO Asset Management in both the US and EMEA regions before joining Forum Financial Management, LP in 2021. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. 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, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.

Gianluca Triennese is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and having 13 years of industry experience. His prior work includes positions at Charles Schwab, TD Ameritrade, and BBVA Wealth Solutions. Outside of financial services, he was involved with Paninomania LLC, operating a business called Sweets of Italy from 2013 to 2016. Wedbush Securities provides investment advisory and broker-dealer services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm offers wealth management, fixed income, commodities, securities lending, capital markets services, and portfolio management tailored to client objectives and risk tolerances.

Dustin Mc Donald is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. Outside of his advisory work, he is an independent insurance agent and owns My Blueprint Financial, LLC. 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 that includes tactical asset allocation and sector rotation, and is notable for its use of options strategies and integration of outside money managers.

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

Wade Olson is a CFP® professional at Western Wealth Management LLC with 17 years of industry experience. He has been with Western Wealth Management and LPL Financial since 2016. Olson provides investment advisory services under multiple business names affiliated with Western Wealth Management. Western Wealth Management serves individual, corporate, retirement plan, charitable, advisor, and institutional clients through a decentralized network of investment adviser representatives. The firm offers diversified portfolio management, financial planning, and institutional services, combining proprietary model portfolios with access to multiple third-party programs and strategies.

Steven Hinkle is a financial advisor at Western Wealth Management LLC with 48 years of industry experience. He has held positions at Western Wealth Management since 2019 and previously worked at Neidiger, Tucker, Bruner Inc. from 2015 to 2019. He holds Series 63 and Series 65 licenses. Western Wealth Management serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a variety of investment strategies across multiple asset classes.

Daniel Thyfault is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab, where he worked for a combined eight years. He is licensed with the Series 63 and Series 66 certifications. 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 approach with tactical asset allocation and sector rotation, incorporating equities, fixed income, and alternatives, and is known for its use of options strategies and collaboration with outside money managers and TAMPs.

Caine Crawford Sr. is a Series 65-licensed financial advisor at Gradient Advisors, LLC with three years of industry experience. He previously worked at Virtue Capital Management, LLC and has been involved with the Federal Employee Advocacy Group since 2015. He also provides financial education and planning services specifically for federal employees. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach tailored to client objectives and risk tolerance.

Elizabeth Allam is a financial advisor at RFG Advisory, LLC with one year of industry experience. She previously worked at Johnson & Johnson Vision for seven years. RFG Advisory provides investment advisory and planning services to a diverse clientele that includes individual and high-net-worth investors, retirement plans and participants, and select institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management through various model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Anthony Mirenda is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Western Wealth Management LLC since 2016. His prior experience includes roles at Morgan Stanley and Merrill. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside multiple sponsored and third-party investment programs.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.

Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.

Donald Cooley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His background includes roles at multiple firms such as Transamerica Financial Advisors and Wealthwave. Outside of advisory work, he is a member and owner of Home Decisions LLC, where he creates content and manages the entity’s operations. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in managing ETFs and mutual funds, integrating proprietary research through AdvisorGuide, LLC, and extends discretionary management to held-away retirement plan assets.

Timothy Kenkel is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He has held positions at firms including Cascade Financial Management and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Boulder Mountain Bike Patrol. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers, utilizing a variety of investment strategies including discretionary and non-discretionary advisory supervision across equity, options, and tactical asset-allocation approaches.

Aaron Minor is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc since 2016. Outside of his advisory role, he is a partner in Native Heart, LLC, a fair trade business importing Bolivian crafts, and is involved with the Society For Financial Awareness, a nonprofit focused on financial education. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Terry Anderson is a CFP® professional with 32 years of industry experience, currently serving at Maia Wealth. His career includes roles at multiple firms such as Integrated Financial Architects, LLC, and First Allied Advisory Services, Inc. Outside of his advisory work, he participates actively in nonprofit organizations, including serving as a board member for IT IS WRITTEN and a committee member at Campion Academy. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term strategic focus supplemented by tactical adjustments. The firm integrates traditional advisory oversight with technology platforms and offers specialized estate and tax coordination services.