Michael Cover is a financial advisor at Nations Financial Group, Inc. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has worked at Highland Meadows Golf Course. Nations Financial Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm offers a range of portfolio management options, including in-house model portfolios and third-party manager programs, using various investment strategies tailored to different risk profiles.

Desmond Dimond is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and 12 years of industry experience. He has worked at Maia Wealth since 2017 and previously held roles at Simplicity Wealth, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of advising, he is the owner of Dimond Ventures LLC, a holding company for his interest in Maia Wealth, and acts as an insurance agent for various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, with offerings that include financial planning, retirement plan advisory, and institutional consulting. The firm applies a long-term investment strategy integrating fundamental, technical, and cyclical analysis, while incorporating technology and third-party platforms to manage ETF-based portfolios and automated rebalancing.

Ashley Wright is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at RBC Wealth Management, UBS Financial Services, and EQIS Capital Management. Wright is also employed with E.A. Buck Financial Services, providing investment advice and insurance services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Braden Meese is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retirement-In-Focus Wealth Management and the City of Norwalk, CT. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, individual portfolio management, financial planning, pension advisory, and consulting to a wide range of clients, including high-net-worth individuals and charitable organizations. The firm employs fundamental analysis with a generally long-term investment approach and manages private funds focused on international and Israeli securities, alongside offering affiliated family-office and tax services.

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.

Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Bradley Engle is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been associated with GHP Investment Advisors since 2012. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based securities. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds, offering portfolio management and financial planning services tailored to client-specific guidelines.

Douglas Turner is a CFP® with 19 years of industry experience. He is currently an advisor at Western Wealth Management LLC, where he has worked since 2016, and he has also been associated with LPL Financial since 2006. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of 88 advisors, utilizing a range of investment strategies and products.

Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2015 and 2016 respectively. He also serves as an independent insurance agent for Colorado Insurance Benefits Inc., specializing in property, casualty, auto, home, business, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money managers, and financial planning. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of investment and insurance products.

Jefferson Chan is a CFP® professional with one year of industry experience. He is currently with Mutual Advisors, LLC and previously worked at Illuminate Wealth Management, WorthyNest, Baker Hughes, and the University of Wisconsin-Madison. He also owns and operates Frontier Tax Advisory LLC, a seasonal tax preparation service for friends and family. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a variety of advisory services and manages portfolios using a combination of active and passive strategies tailored to client objectives, with notable scale in institutional asset management.

Deirdre McGuire is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential with 13 years of industry experience. She has been with GHP Investment Advisors since 2010. 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 uses a team approach and fundamental analysis focused on longer-term equity and fixed-income holdings, and also offers tax-preparation services through an affiliated family office.

Laurence Schiffman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. Prior to this, he worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2006 to 2019. He is the owner of Traverse Group, LLC, which focuses on staff management and financial planning, and also assists clients with tax preparation through Traverse Planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies with regular account reviews and portfolio rebalancing.

Eric Cook is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Prior to that, he was with Hd Vest Investment Services for three years and has operated Barker Financial Services and Eric Scott Inc, both providing tax preparation and accounting services. He is also an Associate Real Estate Broker with HomeSmart Cherry Creek. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides customized portfolio management and model-based strategies using diversified allocations across multiple asset classes, with accounts reviewed at least quarterly.

Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.

Andrew Blunt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where he remains an owner. Blunt serves on the board of the Denver Community Credit Union. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

Michael Morgan is a financial advisor with Momentum Independent Network Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 37 years at Neidiger, Tucker, Bruner, Inc. prior to joining Momentum Independent Network in 2023. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Bryant Malloy is a CFP® professional at Facet with nine years of industry experience. He has worked at Facet Wealth since 2021 and also at CUSO Financial Services, LP since 2017. Prior to that, he was with Elevations Credit Union from 2014 to 2021. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while utilizing a flat subscription fee rather than percentage-of-assets charges.