Fernando Ortiz is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Valeo Financial Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and offers services ranging from scaled model portfolios to pro-bono planning for nonprofits.

Anjanette Phetteplace is a CFP® professional based in Denver, CO, with 15 years of industry experience. She is currently affiliated with Arax Advisory Partners and also serves as president of N & A Professional Group, P.C., a CPA firm. Her background includes roles managing tax practices and working with multiple financial advisory firms over nearly two decades. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is notable for its use of performance-based fee arrangements and carried-interest structures.

Heather Pacheco is a CFP® with 23 years of industry experience, currently serving as an advisor at The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where she remains involved as owner. She also serves as Treasurer for the Second Wind Fund and is an author and educator in the wealth management field. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Paul Levy Jr. is a financial advisor with Good Life Advisors, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Good Life Advisors and LPL Financial since 2015. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering a range of programmatic solutions and educational resources.

Brian McConnell is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 19 years of industry experience, having worked at firms including Cambridge Investment Research, Sagepoint Financial, MassMutual, and MetLife Securities. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Workman is a financial advisor at Apollon Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and Moloney Securities. His professional role focuses on wealth management advisory services. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a variety of investment vehicles.

Garry Kirkland is a financial advisor at Western Wealth Management LLC with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Western Wealth Management since 2016. He also has a long tenure at LPL Financial dating back to 2009. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of investment adviser representatives, utilizing a variety of investment strategies and multiple custodial platforms.

Jeffery Peoples is a financial advisor with Geneos Wealth Management, Inc. in Denver, Colorado, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2008 and at G5 Financial Group since 2009. Outside of his advisory practice, he serves as president of Hi-Lin Water & Sanitation. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs various analytical strategies and offers multiple platform options, servicing over $5.5 billion in client assets.

Lloyd Kull Jr. is a ChFC® with 12 years of industry experience. He has worked at Virtue Capital Management, LLC since 2019 and previously spent six years at Horter Investment Management, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative models and an active, model-driven investment approach.

Kalem Mackey is a CFP® professional with 10 years of industry experience, currently serving as Executive Vice President at Prosperity Capital Advisors. He has held roles at Foundations Investment Advisors, Elite Advisory Group, and C2P Capital Advisory Group. Outside of advisory work, he owns shares in Blu, LLC and C2P Enterprises, and is a licensed insurance agent involved in offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with portfolio supervision, offering access to alternative and structured investment products through third-party platforms.

Mark Strubel is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with firms including Triad Advisors Inc., GCG Financial, and Securian Financial Services. Outside of his advisory role, he is involved with GCG Financial, providing fixed insurance products such as long-term care, property casualty, and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, and provides comprehensive ERISA plan services including policy development and participant education.

Bryan Boll is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at LPL Financial, Traction Financial Partners, Brighthouse Securities, and MetLife Investors Distribution Company. Outside of advisory work, he has business interests that include ownership of a timeshare rental in Steamboat Springs, Colorado. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies across various asset classes and providing both discretionary and non-discretionary advisory services.

Homayoun Nekoorad is a CFP® with 33 years of industry experience, currently serving at ON Investment Management Company since 2015. He also holds roles at The O.N. Equity Sales Company and Constellation Insurance. Outside of investment advisory, he is involved in mortgage loan origination through Coffee Mortgages. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of service models, including comprehensive plans and third-party investment programs, with a mix of discretionary and non-discretionary advisory relationships.

Steven Gibson is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Agentic Retirement Consultants, Gibson Capital LLC, and Aegis Financial. Outside of advisory work, Mr. Gibson is involved in insurance sales and serves as a wholesaler for annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives.

Vinton Hartmann is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He held prior roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2026. Outside of advising, he owns several business ventures, including affiliate marketing and an independent insurance agency. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives.

Michael De La Garza is a financial advisor at Capital Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Perry Investment Solutions, LLC and Bank of America, N.A., among other firms. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and provides access to private investment solutions along with specialized estate and tax planning resources.

Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes a decade at Personal Capital Advisors Corporation and roles at Empower Advisory Group and Compound Planning. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios composed of ETFs, mutual funds, stocks, and bonds, with investment decisions guided by a dedicated committee.

Elizabeth Schwinghammer is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. She holds a Series 63 license and is based in Greenwood Village, Colorado. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions including ESG and faith-based preferences, supported by proprietary client technology and a platform for other advisors.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations using a range of investment strategies, including tax-aware direct indexing and alternative solutions, supported by partnerships with third-party sub-advisors and technology providers.

Jack Miskulin is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with two years of industry experience. His work history includes roles at GHP Investment Advisors and previous positions in various service and corporate environments. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.