Leslie Mcmullen is a financial advisor at Maia Wealth with 19 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Trilogy Capital. Outside of advising, Leslie is also a licensed insurance agent for various carriers. Maia Wealth serves individuals, trusts, estates, and businesses with investment management and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis to implement portfolio strategies using ETFs, mutual funds, and individual securities, incorporating both traditional advisory methods and technology-enabled solutions.

Rachael Camp is a CFP® professional with nine years of industry experience, currently serving at Creative Financial Designs, Inc. since 2020. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of her advisory work, she is involved in personal finance education as a co-creator and video contributor for All Street Academy and produces content on social media platforms including Twitter and YouTube. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Colson Ryan is a Series 65 credentialed advisor with GHP Investment Advisors Inc in Denver, CO, beginning his tenure in 2025. His background includes roles at the University of Colorado Law School and experience in the hospitality and retail industries. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term purchase orientation and sponsors private limited-partnership funds focused on international and Israeli securities.

Jonathan Jarboe is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Strategic Wealth Investment Group, and Western Union. In addition to his advisory work, he is also an insurance agent with various carriers. Maia Wealth serves individuals, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and institutional consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with a primarily long-term investment approach, incorporating technology and third-party platforms to implement diversified portfolios.

Derick Volle is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and U.S. Bancorp Investments. Volle provides investment advisory services through Western Wealth Management, an independent investment advisor firm. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing both proprietary and third-party model portfolios alongside multiple investment strategies.

Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.

Daniel Ellis is a financial advisor at Western Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Western Wealth Management and LPL Financial since 2016. In addition to his advisory role, he is co-owner of an entrepreneurial venture named Core Progression. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates through a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing both firm-designed models and third-party strategies.

Brian O'Neil is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Certuity, LLC and has held prior positions at U.S. Bancorp Investments, JPMorgan Securities, BNY Mellon, Janiczek & Company, Karsten Advisors, and TIAA-CREF. O'Neil serves as a board member and volunteer for the Foundation for Metropolitan State University, where he is involved with the Audit Committee. Certuity manages approximately $3.30 billion in assets and serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and other entities. The firm employs a long-term, buy-and-hold investment approach integrating fundamental and quantitative analysis, asset allocation, and diversification, and offers services including OCIO, investment consulting, and access to private markets.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Matthew Conley is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Savvy, Bank of America, Merrill Lynch, and Fidelity Investments. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm’s investment approach combines fundamental and quantitative analysis with strategic asset allocation across various asset classes, overseeing approximately $235 million in client assets.

Ernesto Montes III is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at GHP Investment Advisors Inc since 2019 and was previously with The Fiduciary Group, LLC from 2016 to 2019. Ernesto is based in Denver, CO. GHP Investment Advisors, Inc. provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as to pension plans, pooled vehicles, charities, and businesses. The firm employs fundamental analysis with a long-term orientation and manages private limited-partnership funds focused on international and Israeli securities.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.

Johndavid Woolley is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Woolley is also an insurance agent involved in insurance sales through Magellan Financial. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, providing a range of portfolio management and consulting services through a decentralized network of advisors.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.

Terry Tyler is a financial advisor with Royal Fund Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Royal Fund Management since 2015 and is also the President and sole owner of Durango Capital, Inc., operating as Legacy Retirement Services since 1996. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and options-writing overlays.

Jennefer Walsh is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. She has held roles at Vanderbilt Advisory Securities and Vanderbilt Securities since 2022 and has operated Walsh Financial Solutions, LLC since 2008. Prior to these positions, she worked at LPL Financial, LLC from 2003 to 2022. Walsh is also licensed to provide fixed insurance products as an insurance broker. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

Andrew Carley is a financial advisor at Larson Financial Group, LLC with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Empower Advisory Group, Empower Financial Services, and Northwestern Mutual Investment Services LLC. Outside of advising, he has business experience with Kwik Vending Service. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of strategic and tactical investment approaches, model portfolios, and custom discretionary programs while incorporating AI-assisted tools to support research and documentation.

Scott Garrett is a financial advisor at Maia Wealth in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at BBVA Securities Inc., Secure Advisory Group, and Waddell & Reed. He also works as an insurance agent for Security Insurance Group, selling property and casualty insurance on a part-time commission basis. 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 within a primarily long-term investment strategy that allows tactical and shorter-term trades. The firm integrates traditional advisory oversight with technology platforms and offers estate and tax coordination services through unaffiliated specialists.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, with one year of industry experience. She holds a Series 65 credential and previously worked at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment management services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Isaac White is a Certified Financial Planner® with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, First Citizens Bank and Investor Services, and Fidelity Investments. Outside of his advisory role, he serves as Soccer Director for the Glendale Kenly Recreation League, overseeing scheduling and refereeing activities. Apollon Wealth Management, LLC is a multi-team SEC-registered advisory firm that serves individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting across various asset classes and investment vehicles.