Joshua Fudge is a financial advisor at Shelton Capital Management with 19 years of industry experience. He has worked at Shelton Capital Management since 2019 and previously spent three years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as treasurer for a local elementary school PTA, where he oversees general financial matters. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and the use of data science and machine learning in their stock selection.

Kevin Mann is a CFP® with 20 years of industry experience currently serving at Compound Planning, Inc. He previously worked at Personal Capital Advisors Corporation, Gwfs Equities, Inc., and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using a combination of fundamental, technical, and modern portfolio theory analysis and incorporates third-party sub-advisors and advanced technology solutions.

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.

Nipapan Rosenblum is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Western Wealth Management since 2016 and LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to various LPL-sponsored and third-party programs across a broad range of strategies.

John Wilmer is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. He previously worked at Fidelity Investments for five years and has held various roles in education and fitness. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing customized investment strategies through proprietary research and diverse allocation methods, including options and third-party managers. The firm also acts as a sub-adviser to other registered investment advisers and offers financial planning and implementation referrals.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Guy Holman is a CFP® professional with 27 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Denver, CO since 2010. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with 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 including Dimensional Fund Advisors (DFA) products.

Schuyler Cayton is a CFP®-certified financial advisor with Snowden Capital Advisors LLC in Golden, CO, bringing 18 years of industry experience. His prior work includes roles at Triad Advisors, Inc., Signator Investors, Inc., and Wealth Management Associates of Colorado. Outside of advising, he also manages farm land and condominium rental properties. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and specialized programs involving third-party manager selection and assets held away, combining multi-team scale with institutional capabilities.

Seth Gunderson is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Western Wealth Management since 2016, also affiliated with LPL Financial since 2014. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to multiple sponsored programs and third-party managers across a broad range of strategies.

Samuel Winter is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Charles Schwab, TD Ameritrade, and Park Avenue Securities. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a wide range of investment strategies and sponsored advisory programs.

Mark Candler is a Series 65 licensed advisor with 21 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 2014 to 2019. In addition to his advisory work, he maintains insurance agent activities with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers coordinated estate-planning and tax services through referrals to unaffiliated specialists.

Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.

Andrew Landsman is a Series 65-licensed financial advisor with seven years of industry experience. He is affiliated with Beacon Global Advisor Network, LLC and also works with Hoxton Wealth USA LLC and Beacon Global Advisors, managing wealth for cross-border, multinational, and U.S. and British expatriate clients. His prior experience includes roles at CenturyLink and SONAS Pure IP Access Control. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and specializes in discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on serving U.K. expatriates and utilizing a range of investment vehicles and third-party model managers.

Adam Messick is a financial advisor at Composition Wealth, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Vinoble Group, Marchex, and Rival IQ. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm provides investment management, comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, retirement plans, and broker/dealers, typically using a long-term, asset-allocation driven approach with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Michael Strong is a financial advisor at Wealth Watch Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Jackson National Life Distributors LLC, Gradient Advisors LLC, and Alpha Solutions Management. Outside of his advisory roles, Strong conducts seminars for federal employees through Personal Benefit Services Fed Training LLC. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, with portfolios incorporating mutual funds, ETFs, and select option strategies.

Lynn Probst is a financial advisor with Western Wealth Management LLC in Arvada, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Western Wealth Management in 2019, Lynn worked at Dynasty Capital Partners for nine years. Outside of advisory work, Lynn is the owner of a company that develops and distributes educational seminars through licensing agreements and serves as secretary/treasurer for a homeowners association. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension/retirement plan sponsors, offering portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisers and employs a variety of investment strategies, including model portfolios and access to multiple third-party manager relationships.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.