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. His prior experience includes roles at General Nutrition Centers and University of Arizona Campus Recreation Department. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with a range of wealth management services. The firm employs a holistic, balance-sheet approach and offers discretionary and non-discretionary investment management, tax preparation, real estate consulting, and family office services.

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.

Zachary Yeager is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Auror and Vendr. Yeager is also involved with Mosaic Retirement Planning, LLC, where he engages in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular rebalancing through its extensive network of Investment Adviser Representatives.

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.

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.

Donald Fitzsimmons is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Key Investment Services, Bancwest Investment Services, and Guardian Life Insurance Company. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

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.