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.

Shannon Lynch is a CFP® with 14 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Prior to that, Lynch held roles at Empower Advisory Group and Personal Capital advisors. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment process uses customized, risk-based allocations and integrates third-party sub-advisors and technology partnerships to provide diversified, tax-aware strategies.

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.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth Management, he was a student for ten years. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management, financial planning, and portfolio management services using a range of investment strategies including ETFs, alternative investments, and third-party sub-advisors.

Stacie Craddock is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. for 18 years. Craddock also owns and operates a consulting business focused on general business and RIA consulting. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm delivers investment advice and account management through a platform model utilizing third-party managers and Envestnet, offering a range of advisory programs, managed accounts, financial planning, and brokerage services.

Drew Elwell is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Simplicity Wealth, Drew was associated with Maia Wealth, LLC and BennCo Advisors, and has a background that includes education roles at CU Boulder and local schools. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment strategy using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisors.

Andrew Justice is a financial advisor at Trajan Wealth, L.L.C. with 14 years of industry experience. He previously worked at Morningstar Investment Services, Inc. for nine years before joining Trajan Wealth in 2022. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in insurance sales, working as an insurance agent during trading hours. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Brian Merrigan is a financial advisor at Foundations Investment Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrigan Financial, LLC, JD Mellberg, and Sun Cities Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes automotive work and recent academic studies. TCI Wealth Advisors serves a range of clients including individuals, business entities, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology for consolidated reporting, managing several billion dollars in client assets.

Christopher Whittaker is an advisor at Intellicents Investment Solutions Inc. based in Golden, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes roles at Voya, OneAmerica Securities, American United Life, Advised Asset Group, and Empower Retirement. Outside of his advisory work, he owns a condo rental listed on Airbnb in Puerto Vallarta, Mexico. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering ERISA plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Addison Freedle is a financial advisor at Sunbelt Securities, Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Sunbelt Securities, Freedle held positions at RBC Wealth Management and UGG. Outside of finance, Freedle has experience with the Loveland Volleyball Club. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, CO, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked with several firms including Mutual Securities, Inc. and Cetera Advisors LLC. Outside of advising, he is the managing partner of Semloh Solutions, LLC, which provides IT and compliance consulting services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA plan consulting, wealth management, and a wrap fee program, with an investment approach led by a CFA emphasizing long-term, buy-and-hold strategies and diversified portfolio management.

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.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Theodore Swenson is a CFP® professional with 28 years of experience in financial advisory roles. He is affiliated with CWM, LLC and has previously worked at firms including Carson Group Partners, Cetera Wealth Services, Western Wealth Management, and LPL Financial. Swenson is a co-founder of Valorem Financial, a financial services firm. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services, employing a discretionary account management approach guided by an in-house Investment Committee and utilizing various analytical techniques and customization tools.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes qualitative and quantitative analysis to provide retirement plan advisory, financial planning, and wealth management services.

Soo Lee is a financial advisor with The Huntington Investment Company in Arvada, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Huntington in 2026, Soo worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years combined. Outside of finance, Soo participates in ride-share programs as a contractor for both Lyft and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs and portfolio management options.