Gordon Baker is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors and Securities America. Outside of his advisory roles, he is involved in a retail business buying and selling cars and watches. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Joseph Volcheck is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brighton Jones LLC in Denver, CO. He has five years of industry experience, including four years at Cerner prior to joining Brighton Jones in 2020. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan for retirement-plan advisory. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management alongside a range of consulting and administrative services.

Lauren Sigman is a CFP® professional with 5 years of experience at Robertson Stephens Wealth Management and a total of 27 years in the financial services industry, including prior roles at All Season Financial Advisors and her own firm, SIGMAN FINANCIAL FITNESS. She is based in Denver, CO. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans with a range of services including portfolio management, financial planning, and access to public and private funds. The firm combines advisor-driven advice with centrally developed model portfolios and oversight by an Investment Committee.

Nathan Bengali is a financial advisor at Compound Planning, Inc. with 12 years of industry experience. He holds a Series 65 credential and has previously worked at Empower Advisory Group and Personal Capital Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Douglas Pardieck is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Prime Capital Investment Advisors, LLC. Outside of advisory services, he is an independent insurance agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation, with performance-based fee arrangements and insurance brokerage activities distinguishing its service offerings.

Elliot Nygard is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior experience includes roles at First Western Trust and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm utilizes a quantitatively based, systematic investment process combined with multifactor risk models, offering a range of strategies including equity, fixed income, options/defined-outcome overlays, and alternative interval funds.

David Mannaioni is a financial advisor at St. Bernard Financial Services, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Mannaioni serves as Dean and Associate Professor at the College for Financial Planning and is President of Success By Design LLC, a tax-related business. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation and emphasizes collaborative, largely non-discretionary client relationships.

Kathryn Heet is a Series 65 licensed financial advisor at GHP Investment Advisors Inc with two years of industry experience. She joined GHP Investment Advisors in 2024 and has a background that includes roles at T-Mobile, Robert Half, and Greenspoon Marder LLP. GHP Investment Advisors, Inc. provides discretionary and non-discretionary investment supervisory services, comprehensive financial planning, and pension advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a generally long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.

Stephen Brubaker is a CFP® professional with 19 years of experience in financial advising. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Kestra Advisory Services, and KESTRA Investment Services. Outside of his advisory work, he serves as president of the Cherry Creek Softball Booster Club and volunteers for a local organization called Slammers, as well as participating on a golf committee. 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 money manager selection and monitoring, and retirement plan consulting, providing customized advice and various investment solutions through discretionary and non-discretionary manager relationships.

Steven Margulin is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Personal Financial Specialist (PFS™), and Certified Public Accountant (CPA) with 33 years of industry experience. He has worked at Financial Gravity Family Office Services, LLC since 2023 and previously held roles at CWM, LLC, Trusted Advisor/Trusted Team, LLC dba Retirement Extender®, and Centaurus Financial Inc. Margulin also spends part of his time providing accounting services through his own CPA firm and is licensed to sell fixed insurance and annuities. Financial Gravity Family Office Services, LLC delivers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Garrett Shelton is a Series 66-licensed financial advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at Thrivent Financial and American Income Life. Outside of finance, he works as a snow carver and sculptor on a contract basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm combines advisory, brokerage, and insurance services within the Mutual of Omaha group.

Kara Farrow is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 credentials and possessing five years of industry experience. Her career includes roles at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform with access to United Capital-managed strategies, third-party managers, and alternative investments, supported by a broad affiliate network and various financial services entities.

Jennifer Wernsing is a financial advisor at NWF Advisory Services Inc with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including The Prudential Insurance Company of America and Bull, Bear, Bartz LLC DBA Envision Financial Partners. Outside of advisory roles, she serves as treasurer of a homeowner association and is an executor for a family estate. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Jennifer Kast is a CFP® certificant with 12 years of industry experience, currently an advisor at The AmeriFlex Group. She has previously worked at Kestra Advisory and Cambridge Investment Research, Inc. Outside of her advisory role, she owns a food and beverage business, APIS COFFEE, LLC. 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, manager selection, and retirement plan consulting, delivering customized strategies across various platforms and custodians.

Jeremy Fawcett is a Series 66-licensed advisor with 15 years of experience, currently with Arax Advisory Partners. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA-affiliated firms. He also serves as a trustee for family trusts. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal and external portfolio management with tailored asset allocation.

Miles O'Neill is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining GHP Investment Advisors, he worked at Equitable Advisors and has held various roles in the food service and retail industries. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, focusing on fundamental analysis with an emphasis on longer-term equity and fixed-income holdings, and offers additional services such as tax preparation through its affiliated family office.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Mercer Global Advisors, Buckingham Asset Management, M&A Consulting, GHP Investment Advisors, and Transitions Wealth Management. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and pension plans. The firm employs a team-based investment process supported by research from its Strategic Investment Advisors group and offers integrated services through its affiliation with BOK Financial Corporation.

Rae Nathan is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at KPMG and tenure in public service with the Department of the Prime Minister & Cabinet and the Public Service Commission. Outside of advisory work, he is licensed as a life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using proprietary and third-party models, offering portfolio management, retirement plan consulting, financial coaching, and advanced planning services.

Collin Stauder is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at Plante Moran Financial Advisors since 2015. He holds the Series 65 license and is based in Denver, CO. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio services.