Thomas Kirby is a CFP® with 26 years of experience in financial services. He currently works at Facet and has previously held roles at USAA Investment Services Company, USAA Financial Planning Services, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through virtual channels and a proprietary platform. The firm emphasizes model-based asset allocations primarily using exchange-traded funds and incorporates technology-driven processes such as machine-learning algorithms for tax optimization and allocation recommendations.

Kayla Marjanovic is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Shepherd Wealth & Retirement and Holloway Wealth Management. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

Jeanette Beatty is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Earned Wealth Advisors, LLC and previously worked at Facet Wealth and CUSO Financial Services, Lp. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and advanced portfolio strategies.

Matthew Pyle is a financial advisor at Mission Wealth Management, LP, with one year of industry experience. He holds a Series 65 designation and has previously worked at Diversified Asset Management and served in academic roles at the University of Southern California and the University of Utah. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments. The firm offers tiered service models and emphasizes discretionary portfolio management alongside financial planning and consulting.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

Ian Wymore is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2024 and previously held roles at Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, employing low-cost ETFs, direct indexing, and alternative strategies.

Brycen Coward is a CFA® charterholder with four years of industry experience. He is currently with Meridian Wealth Management, LLC and previously worked at Lido Advisors, LLC and Knowledge Leaders Capital. Brycen is based in Boulder, CO. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services, using a combination of fundamental and technical analysis alongside diverse investment vehicles.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 license with three years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and Denver Wealth Management. Maia Wealth serves individuals, trusts, estates, and businesses with discretionary and non-discretionary investment management, financial planning, and institutional consulting, employing a long-term strategy complemented by tactical adjustments and integrating technology-driven platforms in portfolio implementation.

Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Judith Kellner is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Maia Wealth, she held roles at Simplicity Wealth and participated in various positions outside finance, including work at the Children's Eye Center and Cambio Yoga. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, utilizing a mix of fundamental, technical, and cyclical analyses in a primarily long-term investment strategy. The firm integrates technology and third-party platforms alongside traditional advisory oversight, providing services such as financial planning, retirement plan advisory, and institutional consulting.

Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Brandon Lincoln is a financial advisor with ON Investment Management CO, holding a Series 66 credential and 13 years of industry experience. He has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and Lincoln Financial Services, Inc. since 2011. Outside of investment advising, he is involved in the solicitation and service of non-registered insurance through his role with BML Financial. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a mix of discretionary and non-discretionary programs and is known for its dual-registration model involving both advisory and broker-dealer activities.

Leslie Mcmullen is a financial advisor at Maia Wealth with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Leslie is also an insurance agent for various carriers outside of her investment advisory role. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in a primarily long-term investment approach while incorporating tactical adjustments and uses technology and third-party platforms to implement ETF-based portfolios.

Jonathan Jarboe is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Strategic Wealth Investment Group, and Western Union. In addition to his advisory work, he is also an insurance agent with various carriers. Maia Wealth serves individuals, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and institutional consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with a primarily long-term investment approach, incorporating technology and third-party platforms to implement diversified portfolios.

Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.

Ryan Croy is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Flagstaff House, and Wells Fargo Clearing. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, and manages approximately $13 billion in client assets.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Jennefer Walsh is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. She has held roles at Vanderbilt Advisory Securities and Vanderbilt Securities since 2022 and has operated Walsh Financial Solutions, LLC since 2008. Prior to these positions, she worked at LPL Financial, LLC from 2003 to 2022. Walsh is also licensed to provide fixed insurance products as an insurance broker. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.