Isaac White is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Motley Fool Wealth Management, First Citizens Bank, and Fidelity Investments. Outside of his advisory work, he serves as Soccer Director for the Glendale Kenly Recreation League, where he schedules games, arranges referees, and participates on the board of directors. Apollon Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and charitable organizations. The firm employs a mix of centrally managed and locally managed investment strategies, utilizing fundamental analysis, tactical allocations, ESG models, and tax management tools.

Jeffrey Murray is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Wealthsource Partners, LLC and Avant Garde Advisors LLC. In addition to his advisory role, he owns and operates Strategic Planning LLC, an insurance agency specializing in fixed life, fixed annuities, disability, long-term care, health, and indexed annuities. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms such as CAIS.

Donald Sawyer is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Mountain Capital Investment Advisors, and Redefine Investment Advisors. He has been with Integrated Advisors Network since 2019, operating under the DBA Sawyer Capital. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis, along with third-party sub-adviser platforms to implement client investment plans.

Mckenna Botts is a financial advisor with UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation and two years of industry experience. Prior to joining UMB Financial Services in 2023, Botts worked at UMB Bank and First Bank. Outside of advisory work, Botts is involved in real estate investment activities including co-ownership of Black Canyon Capital LLC and managing a short-term rental property. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options, utilizing both model-based and manager-driven investment approaches.

Michael Massey is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2004 to 2020 before joining Western Wealth Management and LPL Financial in 2020. Massey provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, 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 advisers, employing a range of investment strategies and maintaining oversight through a home office and investment committee.

Jeffrey Sullivan is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 credential with one year of industry experience. Before joining Cedrus Financial in 2024, he spent six years working with GracePoint Church and nine years at Mountain Heritage High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and it is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Trevor Hougardy is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 license and six years of industry experience. Before joining Maia Wealth in 2020, he worked at Colorado Wealth Group and has over a decade of experience at CoStar/Apartments.com. He is also an insurance agent and manages bookkeeping and payroll services for Colorado Wealth Group through a separate business. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within primarily long-term investment strategies. The firm integrates technology and third-party platforms, including robo-advisor services and formal estate and tax coordination, to support its clients’ diverse financial needs.

Thomas Savage is a Series 65-licensed financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, with one year of industry experience. Prior to joining TCI Wealth Advisors in 2024, he worked briefly at Maia Wealth and was involved with Campaignify from 2020 to 2022. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering 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 periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Ryan Groves is a financial advisor at Shelton Capital Management in Denver, CO, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Shelton Capital Management and RFS Partners since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various delivery methods including separately managed accounts and sub‑advisory mandates. The firm employs an active, discipline‑specific approach that integrates fundamental, technical, and quantitative analysis, utilizes options and derivatives strategies, applies ESG screening, and incorporates data-science and machine learning tools in its investment processes.

Scott Jackson is a CFP®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Denver, CO. He has 36 years of industry experience, all with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he owns Alpine Insurance & Investments, where he sells various insurance products including life, health, dental, disability, annuities, Medicare supplements, and long-term care. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating through a network of advisors who implement strategies primarily via approved platforms.

Ryan Stuart is a CFA® charterholder based in Evergreen, CO, with 10 years of industry experience. He has worked at Arax Advisory Partners since 2025, following roles at WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Andrew Miller is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Miller works part-time as a pilot for United Airlines. 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 offers a range of portfolio management and consulting services, utilizing firm-designed models as well as third-party strategies.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. His prior experience includes roles at Motley Fool Wealth Management and Motley Fool Investment Management. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC during a transitional period. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, retirement plan advisory, and business services. The firm operates as a fiduciary and employs a personalized, long-term portfolio construction approach using fundamental analysis and modern portfolio theory, with ongoing monitoring and oversight of independent managers.

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Osaic Wealth, Securities America Advisors, and Bank of the West. Outside of his advisory role, he is an owner and agent at IRY Associates LLC, where he sells life, disability, and long-term care insurance. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies and offers both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

Elizabeth Windisch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Maia Wealth in Denver, CO. Her prior roles include positions at GPS Wealth Strategies Group, LPL Financial, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Maia Wealth serves individuals, trusts, estates, and businesses by providing comprehensive investment advisory and financial planning services, with a focus on long-term portfolio management that incorporates mutual funds, ETFs, and individual securities. The firm also offers retirement plan advisory and coordinates estate-planning and tax services through external specialists.

Bryton Kessel is a CFP® professional at RubinBrown Advisors LLC in Denver, CO, with three years of industry experience. His prior roles include positions at Beacon Pointe Advisors LLC and Pinnacle Wealth Management. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware strategies and technology tools in its financial planning process.

Michael Berens is a CFA® charterholder with two years of industry experience. He is currently an advisor at First Foundation Advisors and previously worked at Logia Portfolio Management LLC and First Western Trust. Berens also spent three years at Indiana University early in his career. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture approach and is distinctive for its affiliation with FirstSun Capital Bancorp, which integrates banking, trust, and insurance services with its advisory offerings.

Jesse Bryan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, with eight years of industry experience. Before joining CliftonLarsonAllen Wealth Advisors in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and at Bank of the West from 2015 to 2018. Outside of his advisory role, he is involved in operating an ATM cash service business and participates as an independent contractor for rideshare services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation, third-party managed programs, and both long-term and tactical investment approaches, integrating multidisciplinary planning through its Private Client Services model.

Nicholas Darvin is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has been with American Independent Securities since 2010. Outside of his advisory role, he owns and operates Darvin Asset Management, which includes activities as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and third-party manager oversight using an open architecture approach, managing assets primarily on a non-discretionary basis.