Johndavid Woolley is a financial advisor at Western Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Woolley is also active as an insurance agent involved in the sale of various insurance products. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, providing comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of investment adviser representatives, offering access to a variety of model portfolios and strategies while providing marketing and compliance support.

Jacob Jaegle is a CFP® professional with 10 years of experience in financial advising, currently with Maia Wealth since 2024. His prior roles include positions at Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. He also holds a license as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm uses a range of analysis methods and a predominantly long-term investment approach, offering portfolio management, retirement plan advisory, and coordinated estate-planning and tax services through referrals to unaffiliated specialists.

Kristina Kearney is a CFP® certificant and Series 65 licensee with five years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and specialized institutional retirement plan services, utilizing a tiered service model and a long-term, diversified investment approach.

Rebecca Neils is a CFP®-certified financial advisor at Robertson Stephens with 25 years of industry experience. Her prior roles include positions at Schwab Wealth Advisors, Inc. and Charles Schwab, where she worked for over two decades. Outside of her advisory work, she owns several residential properties that she rents. Robertson Stephens Wealth Management serves a diverse client base, including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight, offering services such as portfolio management, financial and tax planning, and access to both public and private investment funds.

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.

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 five years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners since 2022. He previously held roles at The Vanguard Group and AttainX, among other positions. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm follows a passive-oriented investment approach using institutional funds and applies ESG screening when requested, while also sponsoring a private fund focused on impact investing.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Maia Wealth in 2025, he worked at Secure Advisory Group, LLC, and BBVA Securities Inc., among other firms. Garrett also works as an insurance agent with Security Insurance Group. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis to implement long-term strategies with tactical flexibility. The firm integrates technology and third-party platforms, offering services including financial planning, retirement plan advisory, and institutional consulting.

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. Prior to joining Mission Wealth Management, she worked at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and investment services, utilizing long-term strategies with ETFs, mutual funds, individual securities, and alternative investments.

Kristen O'Brien is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her work history includes roles at Mercer Global Advisors and Charles Schwab, where she spent eight years across the bank and brokerage divisions. 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 offers discretionary portfolio management and integrated financial planning services to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services through attorney referrals.

Mckenna Botts is a financial advisor with UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation and two years of industry experience. Prior to joining UMB Financial Services in 2023, Botts worked at UMB Bank and First Bank. Outside of advisory work, Botts is involved in real estate investment activities including co-ownership of Black Canyon Capital LLC and managing a short-term rental property. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options, utilizing both model-based and manager-driven investment approaches.

Michael Massey is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2004 to 2020 before joining Western Wealth Management and LPL Financial in 2020. Massey provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers, employing a range of investment strategies and maintaining oversight through a home office and investment committee.

Colby Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors from 2013 to 2025. Valenta is also licensed as a life insurance agent in Colorado and operates an insurance business under a DBA. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately 161 advisors and manages about $9.9 billion in assets, employing a long-term investment approach with customized portfolios.

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.

Thomas Savage is a Series 65-licensed financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, with one year of industry experience. Prior to joining TCI Wealth Advisors in 2024, he worked briefly at Maia Wealth and was involved with Campaignify from 2020 to 2022. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering 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 periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Ryan Groves is a financial advisor at Shelton Capital Management in Denver, CO, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Shelton Capital Management and RFS Partners since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various delivery methods including separately managed accounts and sub‑advisory mandates. The firm employs an active, discipline‑specific approach that integrates fundamental, technical, and quantitative analysis, utilizes options and derivatives strategies, applies ESG screening, and incorporates data-science and machine learning tools in its investment processes.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Andrew Miller is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Miller works part-time as a pilot for United Airlines. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing firm-designed models as well as third-party strategies.

Elizabeth Windisch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Maia Wealth in Denver, CO. Her prior roles include positions at GPS Wealth Strategies Group, LPL Financial, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Maia Wealth serves individuals, trusts, estates, and businesses by providing comprehensive investment advisory and financial planning services, with a focus on long-term portfolio management that incorporates mutual funds, ETFs, and individual securities. The firm also offers retirement plan advisory and coordinates estate-planning and tax services through external specialists.

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.