Rebecca Desoto is a financial advisor at Maia Wealth with 10 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and National Planning Corporation. Outside of advisory work, she volunteers monthly at Sobriety House providing financial education and presents retirement planning seminars through CLC Incorporated. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses with investment advisory and financial planning services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, and independent managers, alongside coordinated estate and tax planning through specialists.

Collin Metscher is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Sunbelt, he worked at NIMBL and alongside his advisory role, he is involved with Infinite Outdoors, LLC, a hunting and fishing platform company, focusing on marketing and sales. Sunbelt Securities, Inc. provides investment advisory services to individual and institutional clients through a network of representatives. The firm offers a flexible investment approach that includes discretionary portfolio management within its wrap-fee program, standalone financial planning, and referrals to third-party managers.

Steven Ehnstrom is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisers, utilizing multiple investment strategies and advisory programs.

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

Stephen Hartel is a financial advisor with Maia Wealth in Denver, CO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is a firearms safety training instructor and range officer, and also works as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis, integrates technology with traditional oversight, and includes robo-advisor platforms and formal estate and tax coordination services.

Naomi Rominski is a financial advisor at Geneos Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. from 2011 to 2020. In addition to her advisory role, she serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Branden Bunch is a financial advisor at Invst, LLC with eight years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Invst in 2018, he operated his own firm, Branden G. Bunch, Inc., for ten years. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

Charles Rhoades II is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and LPL Financial. He is also involved with Rhoades Investment Corp, a non-investment-related business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisers, utilizing a variety of investment strategies and access to multiple advisory programs.

Matthew Gunter is a financial advisor at Shelton Capital Management in Denver, CO, with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investments. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account structures and advisory roles. The firm combines fundamental, technical, and quantitative analysis, incorporates options and derivatives in certain strategies, and utilizes ESG screening alongside data science and machine learning in stock selection.

Lawrence Giesing IV is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Shokohi Wealth Management, Western Wealth Advisors, and LPL Financial. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis. The firm employs a long-term strategy with tactical flexibility and integrates technology and third-party platforms to implement ETF-based portfolios and coordinated estate and tax services.

Sean Lorenz is a financial advisor with M Holdings Securities, Inc. based in Denver, CO, holding CFP® and ChFC® designations and over 12 years of industry experience. He has previously worked with firms including Equitable Advisors and AXA Advisors. Lorenz is also a partner at AEM Partners, LLC, where he provides financial and investment advice and engages in the sale of insurance and annuities. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio managers and third-party sub-advisors.

Christopher Barker is a CFP® professional with 12 years of industry experience, currently serving at Maia Wealth since 2019. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019. In addition to his advisory work, he is active as an insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals—including high-net-worth clients—trusts, estates, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education.

Chandler Te Velde is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has worked at Maia Wealth since 2017 and previously spent a year at MML Investors Services, LLC d/b/a Colorado Wealth Group. Outside of advisory work, he manages a podcast entity called The Naked Call. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, with periodic rebalancing and coordinated estate-planning and tax services through unaffiliated specialists.

Trevor Emery is a financial advisor at Choreo, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2023, he worked at BDO Wealth Advisors, LLC and Cosyntris Advisory Network. 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 focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Daniel Courtney is a CFP® professional with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Crestmoor Partners, LLC, Advisors Asset Management, Inc., Roka Capital Advisors, Block Advisors, and Blend Financial, Inc. He maintains Crestmoor Partners LLC temporarily to close out the business. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware practices and technology tools in its financial planning process.

Jason Shidler is a financial advisor at Shelton Capital Management with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Robeco Miami B.V. and Schroders Investment Management. Outside of his advisory role, he is involved in property management through ownership of several rental properties. Shelton Capital Management provides investment management services to mutual funds, institutional clients, retirement plans, government entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science tools into its investment strategies.

Driss Graoui is a financial advisor at Maia Wealth in Denver, CO, with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and CoBank. Outside of advisory work, he is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, with regular portfolio reviews and utilizes multiple third-party platforms and specialists to support client planning and implementation.

Mitchell Bertrand is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, Edward Jones, Aflac, and held roles at the University of Missouri Columbia. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, utilizing committee-approved portfolios and integrating tax and accounting services through its affiliation with a national professional services firm.

Anne Kiser is a financial advisor at Maia Wealth with seven years of industry experience. She holds a Series 65 designation and has worked at Maia Wealth since 2020. Prior to that, she was associated with NYLIFE Securities and New York Life Insurance Company. Outside of her advisory role, she is also an insurance agent representing various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a comprehensive range of financial planning and retirement plan advisory services. The firm employs a long-term investment strategy that incorporates fundamental, technical, and cyclical analysis, and integrates technology platforms such as Betterment Institutional to implement client portfolios.

Cynthia Burton is a CFP® and ChFC® with over 20 years of experience in the financial services industry. She is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s investment approach involves multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors, with portfolios managed through diversified asset allocation, periodic rebalancing, and manager selection that includes both affiliated and unaffiliated sub-advisers.