Daniel Rust is a financial advisor at KCD Financial, Inc. with 25 years of industry experience. He has been with KCD Financial and Strategic Alliance Investment Advisors, Inc. since 2007. In addition to his advisory work, he is the owner of an insurance sales business focusing on life and long-term care insurance. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both non-discretionary advisory services and access to third-party managed accounts.

Samuel La Porte is a financial advisor with BOK Financial Securities, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Fidelity Investments, Truist Investment Services, and BB&T Securities among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program as well as financial planning and consulting. The firm’s approach combines advisor-led client contact with research and asset allocation managed by its Strategic Investment Advisors.

Andrew Bourke is a financial advisor at Maia Wealth in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., Kernel Foods, and as a self-employed professional. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. 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 employs a long-term investment strategy that incorporates fundamental, technical, and cyclical analysis, utilizing a mix of mutual funds, ETFs, individual securities, and third-party managers.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC 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 manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

Alan Scher is a financial advisor with Financial Gravity Family Office Services, LLC in Boulder, CO, holding a Series 65 credential and two years of industry experience. He is also a partner and Director of Tax and Accounting at Scher Group, PLLC, where he has worked since 2005, and serves as Vice President of Operations at Advanced Marketing Strategies, LLC, a management and accounting services firm. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often works with third-party sub-advisors, overseeing implementation and ongoing client monitoring.

Matthew Workman is a financial advisor with Apollon Wealth Management, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Moloney Securities. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm employs a combination of centrally managed and locally managed investment strategies, offering services that include financial planning, retirement advisory, and sub-advisory roles, managing approximately $11.6 billion in client assets.

Lloyd Kull Jr. is a ChFC® with 12 years of industry experience. He has worked at Virtue Capital Management, LLC since 2019 and previously spent six years at Horter Investment Management, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative models and an active, model-driven investment approach.

Kalem Mackey is a CFP® professional with 10 years of industry experience, currently serving as Executive Vice President at Prosperity Capital Advisors. He has held roles at Foundations Investment Advisors, Elite Advisory Group, and C2P Capital Advisory Group. Outside of advisory work, he owns shares in Blu, LLC and C2P Enterprises, and is a licensed insurance agent involved in offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with portfolio supervision, offering access to alternative and structured investment products through third-party platforms.

Martin Walsh is a CFP® professional with 13 years of industry experience, currently serving at BOK Financial Private Wealth, Inc. since 2019. He previously worked at LPL Financial, LLC and Brown & Company from 2015 to 2019. Outside of his advisory role, he is a joint owner of MJ Walsh Property Investments LLC with his spouse. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and institutional clients. The firm customizes investment programs based on client objectives and risk tolerances, employing diversified allocations and research support from its Strategic Investment Advisors group.

Jessica Donovan is a CFP® professional with 10 years of industry experience, currently advising at SteelPeak Wealth, LLC since 2026. Her prior roles include positions at Royal Alliance Associates, INC., Sii, and Signature Estate & Investment Advisors, where she served as an advisor for over a decade. She holds a California insurance license in a non-producer capacity. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies. The firm utilizes proprietary and custom model portfolios and provides access to private placements and non-purpose loan solutions.

David Richey is a financial advisor at Western Wealth Management LLC in Boulder, CO, with 39 years of industry experience. He holds CFP® and ChFC® designations and has been with Western Wealth Management and LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a wide range of investment options and advisory programs, with a focus on comprehensive portfolio management and financial planning.

Thomas Gillin is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Maia Wealth, he held roles at Amazon and several other companies in varied industries. He is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary portfolio management along with retirement plan advisory and participant education.

Julia Thayer is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 credential and based in Boulder, CO. She has less than one year of industry experience. Prior to her advisory role, she worked in the restaurant industry for several years. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis investment process with a relative strength emphasis, customizing portfolios using discretionary management or model-based allocations.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Buckingham Asset Management, LLC, and GHP Investment Advisors. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $3.72 billion. The firm customizes investment programs based on individual client objectives and risk tolerances, often employing sub-advisors and offering integrated services through its affiliations with a national bank, broker-dealer, and investment manager.

John Sawyer IV is a CFA charterholder based in Denver, CO, with three years of industry experience. He currently serves as an advisor at First Foundation Advisors and has worked at Feif Capital Partners, Sunflower Bank, and St. Johns Investment Management Company. He also maintains involvement with Jsimco, LLC. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, utilizing an open-architecture, multi-asset investment approach. The firm is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing integrated banking and financial product relationships alongside advisory services.

Charles Hellums is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, GPS Wealth Strategies Group, Edward Jones, and Farmers Financial Solutions. Outside of his advisory work, he is involved in farming operations through Hellums Farms and K&H Farms, LLC. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a range of investment strategies across multiple asset classes.

Desmond Dimond is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. Dimond also owns Dimond Ventures LLC, a holding company for Maia Wealth, and works as an insurance agent with various carriers outside of his advisory role. Maia Wealth offers investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, with services including portfolio management, retirement plan advisory, and coordination with external tax and estate specialists.

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Shannon Lynch is a CFP® with 14 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Prior to that, Lynch held roles at Empower Advisory Group and Personal Capital advisors. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment process uses customized, risk-based allocations and integrates third-party sub-advisors and technology partnerships to provide diversified, tax-aware strategies.