Nicole Garza is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with firms including Redefine Wealth Management and Wells Fargo Advisors. Outside of advisory services, she has operated an independent insurance agency. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a mix of fundamental and quantitative strategies, often integrates third-party managers, and supports a range of advisory arrangements including performance-based compensation and private fund investments.

Daniel Smith is a CFP® with six years of industry experience, currently serving at Abacus Wealth Partners since 2022. Prior to this, he worked at The Vanguard Group, Inc. and held roles at AttainX, Randstad, Rhino Sports & Entertainment Services, and Virginia Tech. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors including private placements and illiquid investments.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BBVA Securities Inc., Secure Advisory Group, LLC, and Simplicity Wealth. Garrett also works as an insurance agent with Security Insurance Group, focusing on property and casualty insurance. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis. The firm offers a long-term investment strategy with tactical flexibility, integrating technology and third-party platforms to implement diversified portfolios.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative investments, often on a discretionary basis.

Kristen O’Brien is a financial advisor at CORDA Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Mercer Global Advisors Inc. and Charles Schwab & Co. from 2015 to 2023. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.

Trevor Hougardy is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 license and six years of industry experience. Before joining Maia Wealth in 2020, he worked at Colorado Wealth Group and has over a decade of experience at CoStar/Apartments.com. He is also an insurance agent and manages bookkeeping and payroll services for Colorado Wealth Group through a separate business. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within primarily long-term investment strategies. The firm integrates technology and third-party platforms, including robo-advisor services and formal estate and tax coordination, to support its clients’ diverse financial needs.

Elizabeth Windisch is a CFP® professional with 22 years of industry experience. She is currently with Maia Wealth and previously held positions at firms including GPS Wealth Strategies Group, LPL Financial, and United Capital Financial Advisers, among others. Elizabeth is based in Denver, CO. 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 blend of fundamental, technical, and cyclical analysis for portfolio management, incorporating technology and third-party platforms to implement ETF-based allocations and automatic rebalancing.

Bryton Kessel is a CFP® professional at RubinBrown Advisors LLC in Denver, CO, with three years of industry experience. His prior roles include positions at Beacon Pointe Advisors LLC and Pinnacle Wealth Management. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware strategies and technology tools in its financial planning process.

Drew Frank is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Wedmont Private Capital with one year of industry experience. Prior to joining Wedmont, he worked in various roles including at Diversified Asset Management, Inc., and has been involved with nonprofit work. Outside of his advisory role, he has professional experience related to cycling businesses. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charities, corporations, and employee benefit plans. The firm uses a passive, tax-aware investment approach rooted in modern portfolio theory and distinguishes itself by charging fixed advisory fees rather than percentage-based fees, while offering selective specialized strategies for qualified clients.

Jesse Bryan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, with eight years of industry experience. Before joining CliftonLarsonAllen Wealth Advisors in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and at Bank of the West from 2015 to 2018. Outside of his advisory role, he is involved in operating an ATM cash service business and participates as an independent contractor for rideshare services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation, third-party managed programs, and both long-term and tactical investment approaches, integrating multidisciplinary planning through its Private Client Services model.

Elizabeth Fugenschuh is a CFP® professional with 16 years of experience in financial advising. She currently works at Mutual Securities, Inc. and Intellicents Elevation LLC, and previously held roles at Geneos Wealth Management and Asset Solutions Inc. She is also a licensed insurance agent providing life, health, and disability insurance as needed by her clients. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with consulting and wealth management services. The firm employs a long-term, buy-and-hold investment strategy overseen by a CFA-designated Chief Investment Officer, offering both discretionary and non-discretionary options along with sub-advisory arrangements.

Mathias Silberstein is a financial advisor at Mission Wealth Management, LP with four years of industry experience. He holds a Series 65 designation and has worked at firms including Lido Advisors, LLC and Colorado Financial Management. His background also includes roles in education at the University of Colorado at Denver and Denver Community College. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, typically long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, along with financial planning and consulting services.

Robert Pyle is a CFP® and CFA® with 27 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2025, following a 29-year tenure at Diversified Asset Management, Inc. Based in Boulder, CO, he is involved in several property management ventures outside of his advisory work. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term investment strategies utilizing a broad range of assets including ETFs, mutual funds, alternatives, and third-party sub-advisors, while offering services such as tax-aware trading, cross-border planning, and ERISA fiduciary support.

Scott Marek is a CFP® professional with 13 years of experience in financial advisory. He is affiliated with Maia Wealth and has worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory role, Marek is involved in mental health coaching through a nonprofit app and supports community financial resilience initiatives via another nonprofit. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis. The firm integrates technology and third-party platforms in its approach, offering services that include financial planning, retirement plan advisory, and institutional consulting.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Global View Capital Advisors, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Expana, FastMarkets, and Widespread Holdings. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment methods using an algorithmic research platform and offers a range of managed account options including SMA, mutual funds, ETFs, and third-party manager access.

Michael Padilla is an investment advisor representative at Maridea Wealth Management with five years of industry experience. He previously worked for Motley Fool Wealth Management, LLC for eleven years. He also serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with AI productivity tools under human oversight.

James Teegarden is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Madison Avenue Securities, Lion Street Financial, and Cetera Advisors LLC. He is also CEO of Impact Wealth, LLC, a financial planning and insurance firm, and serves on the board of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical investment process with an emphasis on relative strength, offering discretionary and model-based portfolio management through a large network of independent advisor representatives.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.