Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and LPL-sponsored programs.

Gerald Clas is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, Clas serves as a trustee of the Charles A. Clas Trust. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

Adam Hall is a CFP® with 28 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2026. His prior experience includes sixteen years at LPL Financial and six years at Valic Financial Advisors. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses a decentralized adviser structure, providing a range of portfolio management and financial planning services supported by multiple investment strategies and model portfolios.

Kimber De Loia is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 26 years of industry experience. Her prior roles include tenure at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. De Loia also operates DeLoia Wealth Management, a separate DBA under LPL Business. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives who offer a range of portfolio management and financial planning services, utilizing both firm-designed and third-party model portfolios across various strategies.

James Ulrick is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Farther Finance Advisors, PNC Investments LLC, Merrill, Bank of America, and Charles Schwab, where he worked for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Jo Ann Holst is a financial advisor with Royal Fund Management, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 13 years of industry experience. She has operated Holst Financial, Inc. dba Fuel Financial, Inc. since 2010 and owns jHolst Designs, a glass and fiber arts and crafts business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis and offers specialized services including options writing and access to select non-traded REITs.

William Allen is a financial advisor at Arax Advisory Partners with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and TIAA-CREF. He is also licensed as an insurance agent, selling variable products, life, accident, and health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal management, third-party models, and tailored asset allocation to meet client objectives and employs performance-based fee arrangements alongside traditional asset-based fees.

Phoenix Frank is a financial advisor at Western Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked briefly at Starbucks and spent several years unemployed. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management, operating through a decentralized network of investment adviser representatives.

John Gilpin IV is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial LLC and Fidelity Investments. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to various third-party managers and strategies, with accounts reviewed at least annually.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Kimberly Doleman is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior experience includes roles at Concorde Investment Services, DFPG Investments, and Doleman Wealth Management, where she serves as president. Outside of financial advising, she is the chair of the accountability committee for Littleton Prep Charter School, a nonprofit organization. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and co-advisory services, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

Diana Bobka is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Western Wealth Management and affiliated with LPL Financial since 2016. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with comprehensive portfolio management, financial planning, and consulting services. The firm operates a decentralized network of investment adviser representatives and employs a diverse range of investment strategies and model portfolios.

Benton Ellis III is a Series 65 licensed advisor with five years of industry experience, currently affiliated with Arax Advisory Partners. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, RD Systems, Schneider Electric, and United Renovations. He is also active as a licensed insurance agent in Littleton, CO, selling life and accident & health insurance products on a part-time basis. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans and offers a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and active insurance brokerage activities.

Erika Winters is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Snowden Lane Partners for three years and Wealth Management Associates of Colorado for six years. Outside of her advisory role, she manages business activities for a medical practice on behalf of her husband, a gastroenterologist in Grand Junction, Colorado. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, utilizing a multi-team model with institutional capabilities and a broad range of investment tools.

Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Equitable Advisors, Cedrus LLC, and SRS Capital Advisors, LLC. He is involved in insurance brokerage activities, including fixed insurance and general agency services for accident, catastrophic illness, and term life coverage. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal and third-party portfolio management with tailored asset allocation and employs performance-based fee arrangements and insurance brokerage activities for certain qualified investors and private funds.

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.