Dean Dowson is a financial advisor with The AmeriFlex Group in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, Aveo Capital Partners, and Stephen A. Kohn & Associates. He is also involved in consulting and coaching through Kingpin Advisors LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies, often acting as co-advisor or manager-of-managers in its client relationships.

Parker Maxwell is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Savvy and previously worked at Valeo Financial Advisors, G&S Capital LLC, and Charles Schwab. Outside of advising, he was involved with Maxwell Realty LLC from 2014 to 2017. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax and estate planning support.

Jacob Ricketts is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has been with CreativeOne Wealth since 2026 and also serves as Health and Wellness Manager at BARD Materials, a ready-mix concrete and aggregate company. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies across a large enterprise platform.

Amy Kaufman is a financial advisor at Israel Investment Advisors, LLC in Denver, Colorado, holding a Series 65 credential with five years of industry experience. She has been with Israel Investment Advisors since 2019. Outside of her advisory role, Kaufman is the COO and co-owner of Xtra Mile Interpreting, a nationwide interpreting services company she has helped operate since 2009. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-centered investments through fundamental analysis and long-term portfolio management. The firm also serves as general partner of a private investment partnership specializing in Israeli securities.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Inland Securities Corporation for 15 years. Fisher is a co-founder and director of Sequent Real Estate + Wealth Management, a firm focused on securitized real estate transactions and wealth management. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Brecht Van Waes is a Series 65-licensed advisor with Trilogy Capital, Inc. in Denver, CO. He has held several roles in the finance and technology sectors since 2020, including positions at AVLO and Highspring @ Google. Prior to that, he worked at Adams State University from 2015 to 2021. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Brannon Fisher is a CFP® with eight years of industry experience, currently serving at Simon Quick Advisors, LLC since 2019. He previously worked at Branzan Investment Advisors, Inc. and spent a decade at Bowdoin College. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and proprietary tax reporting tools.

Nicholas Zinn is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab and Smith Capital Investors, as well as work at Wake Forest University. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including high-net-worth individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach across equities and fixed income through a combination of proprietary and third-party strategies.

Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, Colorado. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include work with Cetera Advisors LLC and Jackson National Life Distributors LLC. In addition to his advisory work, Holmes is the managing partner of Semloh Solutions, LLC, an IT and compliance consulting firm. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA who employs long-term, buy-and-hold strategies using mutual funds, ETFs, and collective investment trusts.

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. He joined Prairie Capital in 2021 after previous roles at Umb and Morgan Stanley, where he worked for several years including within Morgan Stanley Private Bank. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach by developing investment policy statements, selecting third-party portfolio managers, and conducting performance reviews, offering both discretionary and non-discretionary services.

Dylan Wheeler is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Arax Advisory Partners. His work history includes roles at SRS Capital Advisors, Cedrus LLC, and various positions outside finance such as with the Arizona Coyotes and Lululemon. He is also registered as an Independent Insurance Agent. Arax Advisory Partners is an SEC-registered multi-team wealth management firm overseeing approximately $26.5 billion in assets. 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 to meet client objectives.

Michaela Speer is a CFP® and ChFC® with eight years of industry experience, currently serving at Larson Financial Group, LLC since 2022. Her prior roles include positions at Physicians Thrive, LLC, Northwestern Mutual, and Miss Molly's Coffee Co. She has a background that spans financial advising and previous entrepreneurial activities. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a blend of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research and documentation tools.

Jason Fox is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Advisory Services Network in 2020, he worked at Coachman Energy Partners from 2013 to 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Dustin Carr is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 23 years of industry experience. His prior work history includes roles at Principal Life Insurance Company, Principal Securities Inc, Planning Resources Inc, and Sagepoint Financial, among others. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Bryce Baker is a CFP® with 12 years of industry experience, currently advising at Brighton Jones LLC since 2012. Based in Denver, CO, he holds a Series 65 license and has spent his entire advisory career with Brighton Jones. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support, utilizing a whole-balance-sheet approach and a mix of public and private investments.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Robert Holland Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Western Wealth Management, LPL Financial, and Kestra Financial Services. He is also the president of Holland Financial Inc. and the owner of several business entities. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and various wrap program solutions.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Melissa Rupe is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., USAA Financial Advisors Inc., and T. Rowe Price Advisory Services, Inc. She has been with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on standard asset-allocation models and internal research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.