Jeremy Fritsch is a Series 66-licensed financial advisor with two years of industry experience. He currently practices at BAM Wealth Management LLC, where he has worked since 2025. Prior to joining BAM, he held positions at CreativeOne Wealth, LLC and Equitable Advisors, LLC. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis, employing a range of investment strategies including ETF and mutual fund allocations, unified managed accounts, and option-based hedging.

Kristen Goodman is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest in Denver, CO since 2020. Prior to joining Ellevest, she worked at J.P. Morgan Private Bank from 2015 to 2020. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored wealth management solutions, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options.

Benjamin Krapfl is a financial advisor at Class VI Family Office, LLC with a Series 65 credential and two years of industry experience. Prior to joining Class VI, he worked at Bland & Associates and Axiom Law and spent four years at Creighton University. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation through diversified investment strategies.

Matthew Rosenberg is a financial advisor at RoseCap Investment Advisors, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at Rosenberg Capital Advisors since 2008. Outside of his advisory role, he operates a small business consulting company focused on real estate and business matters. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutions. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates low-cost ETFs, fundamental and technical analysis, and proprietary quantitative models.

Brendon Smith is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop financial plans and implement investment strategies aimed at growing wealth for current and future generations. He focuses on empowering clients to make informed and effective financial decisions. Prior to joining Fidelity Investments in 2022, Brendon served as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2019 to 2022. He also worked as a Sales Specialist at Morgan Stanley from 2018 to 2019. Outside of his professional work, Brendon enjoys activities such as attending concerts, hiking, skiing, traveling, spending time at the beach, and following football.

Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 credentials and has four years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2020, he worked at OneShare Health and in education with Kaplan Higher Education and Ancora Education. He is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes platform relationships with Envestnet and Pershing to deliver investment management and consulting services.

Scott Ranby is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He has been with Mission Wealth Management, LP since 2025, previously working at Kuhn Advisors, Inc. from 2014 to 2025. He is based in Denver, CO. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, portfolio management, financial planning, and institutional retirement services, employing long-term investment strategies that include alternative investments and third-party sub-advisors.

Samuel Buchenau is a financial advisor with Curi Capital, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments, among other roles. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach with a combination of proprietary strategies and third-party managers.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding the PFS™ designation and Series 65 license with 13 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, emphasizes fundamental analysis with a long-term investment focus, and offers additional services such as tax preparation through an affiliated family office.

Bryan Hinmon is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Motley Fool Asset Management, LLC and Motley Fool Wealth Management, LLC from 2016 to 2025 before joining Maridea Wealth Management LLC in 2025. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience, currently affiliated with AlphaCore Capital LLC since 2026. His prior roles include positions at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. He serves on the board of the Challenge Foundation, a charitable organization based in Englewood, CO. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

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.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

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.

Zachary Swaffer is a CFP® professional at Modern Wealth Management, LLC with eight years of industry experience. He previously held roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he operates a small home-based Etsy business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by centralized investment oversight and a variety of specialized service offerings.

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.