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.

Michael Berens is a CFA® charterholder with two years of industry experience. He is currently an advisor at First Foundation Advisors and previously worked at Logia Portfolio Management LLC and First Western Trust. Berens also spent three years at Indiana University early in his career. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture approach and is distinctive for its affiliation with FirstSun Capital Bancorp, which integrates banking, trust, and insurance services with its advisory offerings.

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.

Candace Montoya is a financial advisor at UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation with 13 years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also worked as a Zumba fitness instructor in 2016. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and uses a documented suitability review and risk-tolerance questionnaire to guide clients into model-based strategies, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Narine Avanesova is a financial advisor with UMB Financial Services, Inc. in Denver, Colorado, holding Series 65 and Series 63 credentials and having seven years of industry experience. She has been with UMB Financial Services since 2018 and has additional experience at UMB Bank dating back to 2008. UMB Financial Services, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability review process to align clients with model-based strategies.

Elizabeth Fugenschuh is a CFP® professional with 15 years of industry experience, currently serving at Intellicents Investment Solutions Inc. She has held roles at Mutual Securities, Inc. and Geneos Wealth Management, among others. In addition to her advisory work, she is a licensed insurance agent providing life, health, and disability insurance as needed by clients. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts with a range of consulting and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers like Morningstar and Zephyr.

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 previously at Lido Advisors, Colorado Financial Management, and Cetera Investment Services. Silberstein has also been involved in academic roles at the University of Colorado at Denver and Denver Community College. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, portfolio management, financial planning, and institutional retirement services through a tiered service model tailored to client complexity and asset size.

Alan Holman is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Cascade Financial Management and operated his own practice, Alan Holman CFP. Outside of his advisory work, he owns a personal holding company for his independent contracting activities and serves as an independent representative for various fixed insurance carriers. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with an investment process that combines centrally managed strategies and local portfolio oversight, incorporating both fundamental and tactical approaches along with tax-aware tools and alternative investment options.

Robert Pyle is a CFP® and CFA® with 27 years of industry experience. He joined Mission Wealth Management, LP in 2025 after 29 years at Diversified Asset Management, Inc. Based in Boulder, CO, Pyle is involved in managing several investment-related business activities focused on property management. Mission Wealth Management, LP is a multi-team advisory firm serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, financial planning, and institutional retirement services, employing a tiered service model and long-term investment strategies that include alternative investments and discretionary portfolio management.

Scott Marek is a CFP® with 12 years of industry experience and has been with Maia Wealth since 2017. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory work, he is involved with two nonprofit organizations focused on mental health coaching and financial resilience, and he operates an online financial education platform through bulletwealth.com. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach. The firm offers portfolio management, retirement plan advisory, and coordinated estate and tax planning with a distinctive combination of technology and third-party specialists.

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.

Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial, where he has been since 2023. Bagully also provides investment advisory services through his own independent firm, Western Wealth Advisors. Western Wealth Management serves a wide range of clients, including individuals, charitable and corporate entities, and pension plan sponsors, offering services such as portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisers utilizing a variety of investment strategies and third-party manager relationships.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Motley Fool Wealth Management, LLC for 11 years. He serves as a trustee of the Charles L Padilla Irrevocable Trust. 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, employing personalized, long-term portfolio construction with diversified mutual funds, ETFs, and other investments, while also offering outsourced CFO services and coordinating tax and advisory work through affiliated entities.

Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

James Teegarden is an investment advisor representative with Csenge Advisory Group, LLC, holding Series 65 and Series 63 credentials and possessing 24 years of industry experience. He has worked with multiple firms, including Madison Avenue Securities, Lion Street Financial, and Triad Advisors, and is the CEO of Impact Wealth, LLC, a financial planning and insurance firm. Teegarden also serves as a board member of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a top-down, relative strength investment approach and customizes portfolios through discretionary management or model-based allocations.

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.

Max Valenta is a CFP® with three years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Valenta Capital Management. He previously worked at Morgan Stanley for four years and has a diverse background including roles with Fox Sports and Fox News. Outside of finance, he has entrepreneurial experience with GQue BBQ and CMV Reselling. Concurrent Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a 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.

Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

Elias Park is a financial advisor at McAdam LLC in Westminster, CO, with eight years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining McAdam, he worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. He is also the Director of Financial Planning at RETIREUS, a marketing firm. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth clients. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with services tailored to client objectives.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.