Adam Wright is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Between 2024 and 2025, he was involved with Wright One Group - Sproutfitters Revolve Resale. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Travis Frayard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. Prior to joining Elevation Point, he spent 13 years at UBS Financial Services. Outside of his advisory role, he serves on the boards of two nonprofit organizations: 232-Help, a community outreach group, and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets for a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a model portfolio approach with tactical asset allocation and integrates insurance distribution and annuity servicing within its advisory services.

Matthew Cichocki is a CFP® with 20 years of industry experience, currently serving at Western Wealth Management LLC since 2021. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2021. Outside of his advisory role, he is an enrolled agent and tax preparer. Western Wealth Management LLC serves a diverse client base including individuals, charities, corporations, and plan sponsors through portfolio management, financial planning, and consulting services. The firm operates as a network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Katherine Spines is a financial advisor with Advisors Capital Management, LLC in Boulder, CO, holding 26 years of industry experience. She has been the owner and CEO of HCM Investors, Inc., a state-registered RIA, since 1996 and is currently overseeing its wind-down as clients transition to Advisors Capital Management. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research, and serves a large client base through a multi-team structure.

Robert Alexandrovic is a CFP® and CFA® credentialed financial advisor with 21 years of industry experience. He is currently with Merit Financial Advisors in Denver, CO, where he has worked since 2022. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, BOK Financial Private Wealth, and Tedstrom Wealth Advisors. Alexandrovic serves as a board member of the Denver Estate Planning Council. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally administered models and customized options.

Benjamin Jennings is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Outside of his advisory role, he is a co-owner of Revival Land Company, LLC and Holiday Exteriors, both non-investment business entities. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies across multiple asset classes.

Jordan Maly is a CFP® and holds a Series 63 license with six years at Simon Quick Advisors, LLC and a total of three years in the industry. His prior experience includes roles at Purshe Kaplan Sterling Investments and Summit Risk Management, Inc. He also worked at Monmouth University for four years. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm employs a combination of proprietary quantitative analysis and in-person due diligence to allocate assets among independent managers, mutual funds, ETFs, and private investment funds.

Nathan Couch is a financial advisor with BOK Financial Securities, Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with BOK Financial Securities and its affiliated firm BOKF, NA since 2011. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research from its affiliate Strategic Investment Advisors with a range of model strategies including income, growth, and ESG-focused approaches.

Nathan Lehnerz is a CFP® professional with four years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at BAM Advisory Group, CreativeOne Wealth, LLC, and MassMutual Life Insurance Company. He is also involved in life insurance sales and annuities through a separate representative role at Alpha 1 Tax & Wealth. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives.

Thomas Kirby is a financial advisor at Facet Wealth with 26 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Facet in 2020, Mr. Kirby has worked extensively with USAA-affiliated entities since 2014, including USAA Investment Services Company and USAA Financial Planning Services. Facet Wealth serves individual members across various wealth levels through tiered, subscription-based financial planning and implementation services. The firm offers holistic financial advice using a Total Financial Life Resources framework and discretionary asset-allocation primarily based on ETFs, with an emphasis on fixed subscription fees rather than percentage-of-AUM charges.

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.

David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and previously worked at Jenkins Wealth and Client One Securities, LLC. Outside of his advisory role, he teaches educational classes through the 5280 Adult Education Network. Western Wealth Management LLC serves a broad range of clients including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisors. The firm employs a variety of investment strategies and provides access to multiple advisory programs and third-party managers.

Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Western Wealth Management since 2017 and also owns Akins Financial, providing financial planning and consulting services. Outside of investment advising, he is involved as a mortgage loan officer with MAC5 Mortgages, Inc. 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, offering a range of portfolio management and consulting services supported by firm-designed and third-party model portfolios.

Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2017, including three years with Morgan Stanley Private Bank, N.A. prior to joining his current firm. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing a variety of model portfolios and investment strategies.

Matthew Pyle is a financial advisor with Mission Wealth Management, LP in Boulder, CO. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Mission Wealth Management, he worked at Diversified Asset Management and held roles at the University of Southern California and University of Utah. Mission Wealth Management is a multi-team SEC-registered advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services, using a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, organizing educational events and promoting workplace diversity, and he also works as a driver for transportation services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs algorithmic, technical, and quantitative methods in its investment selection process and offers various managed account options, including sub-advisory services and a low-cost ETF-only platform.

Cooper Peters is a financial advisor with Capital Analysts in Golden, CO, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior work includes six years at Legend Equities Corporation and nine years at Lincoln Investment. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team that employs proprietary screening processes and model portfolios.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

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.