Alex Moorhead is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. Before joining Maia Wealth, he worked at Simplicity Wealth and also founded and serves as managing member of TOP Biomechanics LLC, a research consulting firm. Moorhead’s background includes academic roles at Politecnico di Milano and the University of Milan. Maia Wealth provides investment management and financial planning services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy, integrating technology and third-party platforms for portfolio implementation and rebalancing.

Michael Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years and has been involved with Valenta Capital Management, Inc. since 1998. Valenta also owns Valenta Capital Management, LLC, a DBA support company for his advisory business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Adam Harrop is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at several firms including First Heartland Capital Inc and AM Retirement Services. Outside of his advisory role, he operates an online clothing retail business called Papaya Sue LLC and serves as a relationship manager in the purchasing department at BYU Idaho. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Derek Deoul is a financial advisor at RiverFront Investment Group, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc. and ALPS Distributors, Inc. before joining RiverFront. RiverFront provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations, offering model asset-allocation portfolios through wrap-fee programs and customized solutions. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and ongoing risk management across global fixed income, U.S. and international equities.

M Collins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and over 41 years of industry experience. Prior to joining Western Wealth Management in 2025, Collins worked at GPS Wealth Strategies Group LLC for three years and has been associated with LPL Financial, LLC since 1997. Western Wealth Management serves a diverse clientele including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a wide range of investment strategies and third-party managers.

Michael Klever is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Elevation Point Wealth Partners since 2008. His prior experience includes roles at Princeton Fund Advisors, LLC, Northern Lights Distributors, LLC, and Innovation Partners LLC. Elevation Point Wealth Partners is a multi-team SEC-registered 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, trusts, and corporations, utilizing model portfolios and tactical asset allocation strategies that incorporate mutual funds, ETFs, liquid alternatives, and private-market opportunities.

Sean Tully is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and five years of industry experience. He has worked at GHP Investment Advisors since 2021 and previously held positions at MWS Capital Consultants LLC and Chicago Partners. Sean’s background also includes roles at DePauw University and Loyola Academy. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based investments. The firm employs fundamental analysis with an emphasis on long-term holdings in Israeli stocks and bonds, offering both discretionary and non-discretionary portfolio management along with financial planning services.

Adam Wright is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He previously worked at Edward Jones for 11 years and was involved with Wright One Group - Sproutfitters Revolve Resale from 2024 to 2025. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

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.

Michael Gebhardt is a CFA® charterholder with seven years of industry experience, currently serving as a portfolio specialist at Copeland Capital Management, LLC in Denver, CO. His work history includes roles at Vigilant Distributors, Northern Lights Distributors, and Envestnet, Inc. He is licensed with Series 66 and Series 63. Copeland Capital Management is an SEC-registered investment adviser managing discretionary portfolios for a diverse client base, including individuals, pension plans, trusts, and institutional investors. The firm employs a dividend-growth investment approach using fundamental, quantitative, macro, and technical analysis across various market-cap strategies, managing over $4 billion in discretionary assets and providing model portfolio services alongside its separate account management.

Jason Kitner is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at TradeStation Securities and Charles Schwab before joining GHP in 2019. Outside of his advisory work, he co-owns an online retail business, SAK Brands LLC, with his wife. GHP Investment Advisors provides a range of investment supervisory services, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm uses fundamental analysis and a generally long-term investment approach, offers private funds and pooled vehicles, and operates affiliated family-office and tax services for a select group of clients.

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.

Barbara Terrazas is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at GHP Investment Advisors Inc in Denver, CO since 2013. She works within a multi-team environment at a firm with 22 advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach, beginning client relationships with financial planning or data-gathering reviews and typically focusing on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

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.

Keith Spengel is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Magellan Financial, Advisors Excel, Emoney, Federal Benefits Made Simple, and Edelman Financial Services. Outside of his advisory duties, he is involved in financial education and training for federal employees and hosts television and radio shows focused on financial topics. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements.

Eden Ross is a CFP® with three years of industry experience, currently serving as a financial advisor at Root Financial Partners in Denver, CO. Prior to joining Root, Ross worked at Stordahl Capital Management and Fidelity Investments. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to clients’ objectives and tax considerations, and offers specialized strategies and financial education programs.

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.