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 the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.

Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.

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 license with three years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and Denver Wealth Management. Maia Wealth serves individuals, trusts, estates, and businesses with discretionary and non-discretionary investment management, financial planning, and institutional consulting, employing a long-term strategy complemented by tactical adjustments and integrating technology-driven platforms in portfolio implementation.

Joseph Petrelli is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Brian Petrelli Team. Outside of advising, he holds a licensed assistant role with Ascent Realty Group. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses a combination of planning-based and risk-based investment approaches, employs quantitative and fundamental analysis, and integrates tax and accounting services through affiliated entities.

Nicholas Griebenow is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Charles Schwab from 2013 to 2018. Outside of his advisory work, he manages an AirBnB rental property owned by his family in Steamboat. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, and utilizes options, derivatives, ESG screening, and data-science tools in its strategies.

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked at Two Rivers Capital Consulting for nine years and Invesco Advisers, Inc. for one year. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies based on proprietary research and offers trustee services, sub-advisory arrangements, and allocates across a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds.

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 at Maia Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Simplicity Wealth and Children's Eye Center, as well as teaching and coaching experience at Hawaii Pacific University and Stars Gymnastics. She has also been involved with Cambio Yoga. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a combination of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory methods with technology platforms and offers services including financial planning, retirement plan advisement, 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.

Brandon Lincoln is a financial advisor with ON Investment Management CO, holding a Series 66 credential and 13 years of industry experience. He has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and Lincoln Financial Services, Inc. since 2011. Outside of investment advising, he is involved in the solicitation and service of non-registered insurance through his role with BML Financial. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a mix of discretionary and non-discretionary programs and is known for its dual-registration model involving both advisory and broker-dealer 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.