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.

Thomas Kirby is a CFP® professional with 26 years of experience in financial advisory roles. He is currently with Facet, where he has worked since 2020. His prior experience includes positions at USAA Investment Services Company, USAA Financial Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, utilizing a technology-driven approach and model-based asset allocations to serve both non-high-net-worth and high-net-worth households.

Kayla Marjanovic is a Series 65-licensed financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado, with seven years of industry experience. She has held prior roles at several firms, including Shepherd Wealth & Retirement, Retirement Financial Services, and Holloway Wealth Management. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with both discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm follows a disciplined, long-term asset allocation strategy utilizing institutional asset-class funds, ETFs, and mutual funds, and employs various technology platforms for consolidated reporting.

Jeanette Beatty is a CFP® professional with 16 years of experience in the financial services industry. She is currently with Earned Wealth Advisors, LLC and previously worked at Facet Wealth and CUSO Financial Services, Lp. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and advanced portfolio strategies.

David Henderson is a CFP® and ChFC® with 27 years of industry experience. He is currently with Western Wealth Management LLC and has previously worked at Jenkins Wealth, Client One Securities, Larimer Capital Corporation, and First Allied Advisory Services. He teaches educational classes through the 5280 Adult Education Network. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services through a decentralized network of advisors.

Michael Akins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Western Wealth Management since 2017 and also serves as a mortgage loan officer at Mac5 Mortgage, Inc. Additionally, he owns Akins Financial, LLC, where he provides financial planning and consulting services. Western Wealth Management serves a diverse client base including individuals, corporations, and institutional clients, offering a range of portfolio management, financial planning, and advisory services through a decentralized network of investment adviser representatives.

Matthew Connell is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2024. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients, offering comprehensive portfolio management, financial planning, and investment consulting through a decentralized network of investment adviser representatives.

Jacob Ray is a financial advisor at Savvy with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Colorado Wealth Group, MML Investor Services, MassMutual Life Insurance, and Harp Financial Group. Ray also maintains insurance licenses, enabling him to assist clients with life, disability, and long-term care insurance. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm develops customized, primarily index-based investment plans while incorporating active equity portfolios, tax-aware direct indexing, third-party sub-advisers, and fintech tools.

James Michaels is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Everest Financial Group. Michaels is also president of Rocky Mountain Wealth Management, a firm specializing in business management and insurance sales consulting. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs and third-party money managers. The firm supports advisors with an internal portfolio team and offers a range of investment strategies, including fundamental, technical, and cyclical analysis.

Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

Joe Medrano is a financial advisor with Global View Capital Management LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at LPL Financial and 5280 Capital/Commonwealth Investment Advisors. Outside of his advisory work, he is involved with the Federal Employee Women’s Association, supporting women in government through recruitment and educational events, and also works as a driver for ride-sharing services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach uses technical and quantitative analysis applied to ETFs and mutual funds, emphasizing momentum, relative strength, and trend-following, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Ryan Hall is a CFP® with nine years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2021. His prior roles include work at Accelerated Wealth Advisors and service with the 53rd Electronic Warfare Group. Outside of his advisory work, he is President and CEO of Hall Financial LLC, an insurance sales business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in managing client portfolios.

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. His prior roles include positions at Logia Portfolio Management LLC, First Western Trust, and Wells Fargo. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, using an open-architecture, multi-asset investment approach. The firm operates with a bank holding company affiliation and engages in activities such as sub-advising mutual funds and coordinating referrals for banking, trust, and insurance services.

Joshua Huene is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 designation and has previously worked at Simplicity Wealth. Outside of advisory work, he is also licensed as a non-investment-related insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy while incorporating tactical adjustments and uses technology-driven platforms, including robo-advisor integration and third-party services.

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes Colorado School of Mines chapter and manages a men’s fly fishing club. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory using a mix of in-house teams, independent managers, and alternative investments.

Eric Woodraska is a CFA® charterholder with three years of industry experience. He is currently with Clear Creek Financial Management, LLC and has held prior roles at Foreside Fund Services, Harborside Sales Group, Lokation Real Estate, Hancock Whitney, and American National Insurance Company. Clear Creek Financial Management serves a diverse clientele including individuals, employer retirement plans, trusts, and business entities. The firm offers a wide range of services such as asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Nicole Smith is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Lifetime Fitness, EP Wealth Advisors, and New West Physicians. GHP Investment Advisors, Inc. provides discretionary and non-discretionary investment supervisory services, financial planning, and pension advisory to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term investment orientation and sponsors private funds focused on international and Israeli securities.

Christine Callaway is a financial advisor at Western Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Cornbelt Financial LLC, Jfthompson Wealth Management (Leyenda Capital Partners LLC), and United Capital Financial Services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, 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 investment adviser representatives and employs a variety of investment strategies, including model portfolios, ETFs, mutual funds, individual securities, alternatives, derivatives, and cryptocurrency products.

Daniel Graeve is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 registration with two years of industry experience. His prior roles include positions at SRS Capital Advisors, LLC, Cedrus LLC, FourPass Energy, and Felix Energy, spanning various sectors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, utilizing a combination of in-house teams, external managers, and alternative investments.