Andrew Burnside Jr. is a financial advisor with ON Investment Management Company holding Series 63 and Series 65 credentials. He has one year of industry experience, including roles at The O.N. Equity Sales Company and Colorado Financial Advisors. Prior to entering the financial industry, he worked at Halliburton and completed his education at Louisiana State University. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a dual-registration model and provides access to third-party investment programs across discretionary and non-discretionary accounts.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

John Morris is a CFP®-designated financial advisor with one year of industry experience. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., having previously worked at Osica Wealth Inc and ERSI Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, using customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.

Craig Austad is a CFP® professional with 29 years of experience in the financial industry. He currently works at Savvy and previously held roles at Denver PWM, LLC and First Financial Equity Corporation. Austad serves as President of the Tiffany Homeowners Association in his community. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Sarah Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. She previously worked at BNY Wealth Management and Northern Trust. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources and oversight.

Joseph Perna is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Motley Fool Wealth Management, TMF Investments, and Compound Planning. Ritholtz Wealth Management serves individual and institutional clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs as well as tactical overlays and alternative investments.

Robert Lee is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at AE Wealth Management, Madison Avenue Securities, LPL Financial, Amba, and Horace Mann Companies. He is also active as an insurance agent through E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, incorporating equities, ETFs, mutual funds, fixed income, and alternatives, and is notable for its use of options strategies and coordination with outside money managers.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Samuel La Porte is a financial advisor with BOK Financial Securities, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Fidelity Investments, Truist Investment Services, and BB&T Securities among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program as well as financial planning and consulting. The firm’s approach combines advisor-led client contact with research and asset allocation managed by its Strategic Investment Advisors.

Andrew Bourke is a financial advisor with Maia Wealth in Denver, CO, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Maia Wealth, he worked at Simplicity Wealth, Sanford C. Bernstein & Co., LLC, and Kernel Foods, Inc. Outside of finance, Bourke is a ski instructor at Jackson Hole Mountain Resort. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis to implement portfolios that include mutual funds, ETFs, and individual securities.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

William Hall is a financial advisor with Brighton Jones LLC in Denver, CO. He holds a Series 65 designation and has been with Brighton Jones since 2025. Prior to his advisory role, his experience includes positions at General Nutrition Centers and various roles in education and recreation at the University of Arizona. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, offering services such as portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages assets across public and private investments, supported by an affiliated ecosystem that includes private investment management, trust services, and legal support.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.

Christopher Millius is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently an advisor at Facet Wealth in Denver, CO, having joined the firm in 2021. His prior work includes roles at Ernst and Young and Prudential Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across wealth levels, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees.

Angela Lee is a PFS™ credentialed advisor with GHP Investment Advisors Inc in Denver, CO, where she has worked since 2020. She has five years of industry experience, including prior roles at Crowe LLP and GHP Horwath PC. Outside of her advisory role, she is president and shareholder of a cleaning services company and serves as secretary for a separate administrative services business. 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-based approach and uses fundamental analysis with a focus on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

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.