Kimber De Loia is a financial advisor with LPL Financial based in Golden, Colorado, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2011 and has also worked at Western Wealth Management, LLC since 2016. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with a range of investment models, third-party managers, and combines advisory with brokerage services tailored to client needs.

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Maia Wealth in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019, and also held a role at ACF Colorado between 2014 and 2017. Owens is licensed to provide life, variable, accidental, and health insurance products as a non-investment activity. Maia Wealth offers discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm’s investment approach blends fundamental, technical, and cyclical analysis with a long-term strategy that allows tactical adjustments, utilizing a combination of mutual funds, ETFs, individual securities, and third-party managers.

Alan Goodman is a Series 65-credentialed advisor with 12 years of industry experience. He is currently with Maia Wealth, where he has worked since 2023, following prior roles at WealthSource Partners, LLC and Chrome Asset Management LLC. Goodman also serves as an industry liaison at the University of Colorado Boulder, managing relationships between engineering departments and the industry. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a long-term investment approach that includes fundamental, technical, and cyclical analysis, with regular portfolio reviews and coordination with third-party tax and estate specialists.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. 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’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

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.

Andrew Wagner is a CFP® professional with 11 years of experience in financial planning and wealth management. He has worked at Quotient Wealth Partners, LLC since 2023 and previously held positions at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.

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.

Michael Ferrer is a financial advisor with Integrity Advisory Solutions in Littleton, CO, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at BlackRock Investments and Waddell & Reed, among other firms. Outside of his advisory role, he serves as Vice President and National Sales Director at Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a variety of investment approaches supported by third-party platforms.

Bartlett Snyder is a financial advisor with ValMark Advisers, Inc. in Denver, CO, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has been with ValMark Advisers since 2012 and has longstanding affiliations with Valmark Securities, Inc. and Churchley Financial Group dating back to 2007. Outside of his advisory roles, he is involved in various insurance consulting and referral activities related to disability, long-term care, and fixed life insurance. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes a diversified, goal-based investment approach through proprietary and third-party platforms, including sub-advisory relationships and wrap fee programs, and is notable for its involvement with investment-company products and index licensing.

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.

Kurt Gallup is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 credential with two years of industry experience. Prior to joining Maia Wealth in 2025, he worked at Wambolt & Associates and has a diverse background including roles at JBS USA, GNC, and Lifetime Fitness. Outside of his advisory role, he is also active as an insurance agent with various carriers. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses, providing both discretionary and non-discretionary portfolio management along with financial planning and retirement advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis in its predominantly long-term investment approach, supported by coordinated estate and tax planning referrals.

Austin England is a CFP® with four years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He has worked with firms including Core Planning, LPL Financial, and INT Wealth Planning. Outside of his advisory roles, he is involved with Camp Wealth, where he provides financial planning services. Creative Financial Designs serves individual clients, corporations, institutions, and employer retirement plans, offering discretionary and non-discretionary investment management. The firm employs asset-class model allocations with multiple risk objectives and provides diverse billing options, including subscription and retainer arrangements.

Adam Thein is a financial advisor at Northern Trust Securities, Inc. based in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert W. Baird & Co. Inc. and Ameriprise Financial Services, Inc. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management, offering model-driven, multi-asset portfolios with a combination of proprietary and third-party investment products.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, consulting, and investment management. The firm manages approximately $3.54 billion for around 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

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.

Jarrod Giroue is a financial advisor at Stephens with six years of industry experience. He holds the Series 66 designation and has held roles at Citizen Energy Partners, Stifel, Pioneer Energy, and the University of Colorado - Denver. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer, investment banking, and municipal advisory activities alongside its advisory services.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.