Daniel Graeve is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior experience at SRS Capital Advisors, Cedrus LLC, FourPass Energy, and Felix Energy. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset-allocation approaches, with notable use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Paul Layton is a CFP® with 10 years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at Empower Advisory Group and Personal Capital. Outside of financial advising, he owns Homefield Sports, an e-commerce business focused on sporting goods and apparel. Root Financial Partners offers investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm uses diversified, passive investment strategies tailored to client goals and also provides educational programs and online academies separate from its advisory services.

Marlon Ramirez is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining GHP, he worked in various roles across different sectors including logistics and hospitality. GHP Investment Advisors Inc provides discretionary and non-discretionary investment supervisory services, individual portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a generally long-term investment orientation and also manages private limited-partnership funds focused on international and Israeli securities.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, and other investments, integrating tax-aware strategies and utilizing multiple custodians and technology platforms for comprehensive account management.

Evonne Ryan is a financial advisor at RedHawk Wealth Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RedHawk since 2020. Outside of her advisory role, she is involved with several business ventures, including managing Wealth Strong Life Solutions, which offers insurance and investment services, and operating Safety Net, LLC, which provides an investment newsletter for TSP clients. She is also engaged in certified coach training through Wealth Strong International and oversees technology and trademark management via Wealth Strong Financial Freedom. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. Prejean is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with three years of industry experience. He previously worked at LPL Financial, Denver Wealth Management, and Fidelity Investments. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory services, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy, integrating technology and third-party platforms to manage ETF-based portfolios and provide rebalancing and estate coordination services.

Joseph Petrelli is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Lifeworks Advisors, he worked at Equitable Advisors and was part of The Brian Petrelli Team. He has also held roles outside finance, including a licensed assistant position at Ascent Realty Group. Lifeworks Advisors serves a diverse client base, including individuals, trusts, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm utilizes a combination of planning-based and risk-based investment approaches, incorporating low-cost diversified funds, third-party managers, and quantitative models, while maintaining integrated tax and technology services uncommon among multi-team advisors.

Nicholas Griebenow is a financial advisor at Shelton Capital Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Shelton Capital Management since 2018. Outside of his advisory work, he assists in managing a family condominium in Steamboat through Airbnb. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, utilizing options, derivatives, and ESG screening in its portfolios.

Sean Kommerstad is a ChFC® with 10 years of industry experience. He has worked at Grimes & Company since 2025 and previously spent nine years at Two Rivers Capital Consulting. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and government entities. The firm offers discretionary investment management and financial planning, building customized strategies using proprietary research and a variety of investment vehicles.

Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing 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, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Danny Holladay is a CFP® professional with 18 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2020. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a 50% owner and Director of Investments at ID Wealth, LLC in Colorado Springs and holds a license as an independent insurance agent specializing in dental and group disability income, life, accident, and health insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning, retirement consulting, and sub-advisory services.

Cynthia Alvarez is a financial advisor at Savvy with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Centric Investment Group, Metis Wealth Management, and Wambolt & Associates. Cynthia serves on the board of the Evergreen Area Chamber of Commerce. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Judith Kellner is a financial advisor with Maia Wealth in Denver, CO. She holds a Series 65 designation and has been with Maia Wealth since 2024. Prior to her current role, she held positions in diverse fields including healthcare, education, and fitness. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis in their long-term, tactically flexible investment approach. The firm integrates technology and third-party platforms to implement ETF-based portfolios and offers services such as financial planning, retirement advisory, and institutional consulting.

Peyton Simmons is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Modern Wealth Management, LLC. Prior to joining Modern Wealth Management in 2025, he worked at Stordahl Capital Management, Inc. and Crestone Capital LLC. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan consulting.

Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has been affiliated with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through programmatic offerings and employs a model portfolio approach that includes tactical asset allocation across various investment vehicles, integrating third-party managers and insurance distribution activities.

Michelle Mills is a financial advisor at Israel Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at GHP Investment Advisors, Kummer Financial Strategies, and FIDELITY Brokerage Services LLC. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and long-term investments in Israeli stocks and bonds, while also managing a private investment partnership as a general partner.

Barbara Devine is a financial advisor at Choreo, LLC with 34 years of industry experience. She holds a Series 66 designation and has previously worked at BDO Wealth Advisors, LLC, Cosyntris Advisory Network, LLC, and Purshe Kaplan Sterling Investments. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.