Connor Mc Guire is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Trilogy, he worked at the United States Anti-Doping Agency and has held roles related to baseball organizations and education. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation framework using in-house models and third-party sub-advisors, integrating both fundamental and technical analysis along with non-traditional instruments when appropriate.

Ryan Hall is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Gradient Advisors, LLC since 2021 and previously worked at Accelerated Wealth Advisors, LLC and served in the 53rd Electronic Warfare Group. Outside of his advisory role, Hall is President and CEO of Hall Financial LLC, where he is involved in insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering services on a non-discretionary basis.

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. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple 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 combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

Michael Broker is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has held positions with LPL Financial and National Planning Corporation. Outside of advisory work, he serves as an adjunct professor at the University of Denver and is an author. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its planning and private markets strategies.

Nicole Smith is an advisor at GHP Investment Advisors Inc. based in Denver, CO, holding Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at EP Wealth Advisors and Lifetime Fitness. GHP Investment Advisors Inc. provides discretionary and non-discretionary investment supervisory services, portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and offers additional private fund management and family-office tax services.

Rita Day is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan 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.

Ian Wymore is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Compound Planning, Inc. since 2024 and previously held roles at Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, employing low-cost ETFs, direct indexing, and alternative strategies.

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.

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.

Virginia Wu is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Curi Capital, LLC and has previously worked at firms including Fidelity Investments and Geneos Wealth Management. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

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.

James Mills Jr. is a Series 66 licensed financial advisor at Parallel Advisors, LLC in Denver, Colorado, with 20 years of industry experience. He has been with Parallel Advisors since 2010. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management and held-away account integration.

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.

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.