Ali Barghelame is a financial advisor with Western Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has been associated with Massmutual Life Insurance Company since 2008. Outside of his advisory work, he is an owner and co-distributor of a nutritional supplements business. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

Clarisa Hernandez is a CFP® and ChFC® with 17 years of industry experience. She is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. Outside of her advisory work, she is an independent insurance agent for multiple companies. 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.

Samuel Buchenau is a financial advisor with Curi Capital, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments, among other roles. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach with a combination of proprietary strategies and third-party managers.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience, currently affiliated with AlphaCore Capital LLC since 2026. His prior roles include positions at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. He serves on the board of the Challenge Foundation, a charitable organization based in Englewood, CO. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

Gregory Wikelius is a financial advisor with The AmeriFlex Group in Denver, CO, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. He is also the owner of One Vision Financial, a separate financial business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary management.

Zachary Swaffer is a CFP® professional at Modern Wealth Management, LLC with eight years of industry experience. He previously held roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he operates a small home-based Etsy business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by centralized investment oversight and a variety of specialized service offerings.

Michael Serio is a CFA® charterholder with 13 years of industry experience. He currently works at Trilogy Capital, Inc., where he has been since 2024. His prior experience includes positions at Ashton Thomas, Wells Fargo Private Bank, J.P. Morgan Securities, Citigroup Global Markets, Citicorp Investment Services, and CIBC Private Wealth Advisors. 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 employs a risk-based, diversified asset allocation approach using both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis and a range of investment instruments tailored to client objectives.

Scott Huelskamp is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, Inc., and THRIVENT FINANCIAL for Lutherans. Huelskamp is also an owner and wealth advisor at 5280 Associates, an affiliated retail investment advisory firm. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized asset allocations and long-term investment strategies using a range of investments including low-cost mutual funds, ETFs, individual equities, bonds, and alternative investments.

Derek Scarth is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance Company. He serves as a trustee and member of the Investment Committee at Regis University. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines advisor-driven individualized advice with centrally managed model portfolios and oversight from an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Patrick Scobie is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience and holds a Series 65 designation. He has previously worked at Cabana Asset Management and operated his own advisory firm, Patrick S. Scobie PC. Outside of advising, he serves as chairman of the board for Mason Companies, Inc., a catalog sales business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

James Johnston is a financial advisor at AlphaCore Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with his own firm, James M. Johnston & Associates, Inc., for over three decades. In addition to his advisory work, he serves as president of JMJ Consulting Inc., where he provides tax, insurance, and estate planning services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Brian Chase is a PFS™ credentialed advisor at Arax Advisory Partners with 10 years of industry experience. He has worked at SRS Capital Advisors, Inc. since 2020 and Noven Financial Group, Inc. prior to that. In addition, he serves as a CPA Partner at JDS Professional Group, a role he has held since 2006. Arax Advisory Partners is a 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 employs a blend of internal portfolio management and external manager relationships, utilizing performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Joanna Hootnick is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Invictus Private Wealth, the University of Denver, the National Comedy Center, and Teach for America. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, and retirement plan solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach supported by both in-house and external managers.

Jonathan Kuiter is a Series 66-licensed financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management, he worked at LPL Financial LLC and operated a fitness gym, Kuiter Performance LLC, where he was the sole owner. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and related services.

Tyler Smith is a CFP® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2022. Prior to joining Forum, he worked at Stordahl Capital Management, Inc. and Ernst & Young LLP. He is an Investment Committee Member of the Colorado Society of Certified Public Accountants, advising the association on managing funds and assets. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Connor Mc Guire is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Trilogy, he worked at the United States Anti-Doping Agency and has held roles related to baseball organizations and education. 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 employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating both fundamental and technical analysis along with non-traditional instruments when appropriate.

Levi Knutson is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Knutson conducts seminars at the University of Colorado at Boulder, speaking to student athletes about financial responsibility, and also provides basketball instruction for middle and high school students. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing model portfolios and a variety of investment strategies across multiple asset classes.