Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.

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.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Rebecca Neils is a CFP®-certified financial advisor at Robertson Stephens with 25 years of industry experience. Her prior roles include positions at Schwab Wealth Advisors, Inc. and Charles Schwab, where she worked for over two decades. Outside of her advisory work, she owns several residential properties that she rents. Robertson Stephens Wealth Management serves a diverse client base, including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight, offering services such as portfolio management, financial and tax planning, and access to both public and private investment funds.

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.

Nicole Garza is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with firms including Redefine Wealth Management and Wells Fargo Advisors. Outside of advisory services, she has operated an independent insurance agency. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a mix of fundamental and quantitative strategies, often integrates third-party managers, and supports a range of advisory arrangements including performance-based compensation and private fund investments.

Daniel Smith is a CFP® with six years of industry experience, currently serving at Abacus Wealth Partners since 2022. Prior to this, he worked at The Vanguard Group, Inc. and held roles at AttainX, Randstad, Rhino Sports & Entertainment Services, and Virginia Tech. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors including private placements and illiquid investments.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BBVA Securities Inc., Secure Advisory Group, LLC, and Simplicity Wealth. Garrett also works as an insurance agent with Security Insurance Group, focusing on property and casualty insurance. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis. The firm offers a long-term investment strategy with tactical flexibility, integrating technology and third-party platforms to implement diversified portfolios.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative investments, often on a discretionary basis.

Kristen O’Brien is a financial advisor at CORDA Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Mercer Global Advisors Inc. and Charles Schwab & Co. from 2015 to 2023. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Donald Sawyer is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Mountain Capital Investment Advisors. Sawyer also operates Sawyer Capital Investment Advisors, a related business. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis, and often employs third-party sub-advisers and private fund investments as part of its strategies.

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.

Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.

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.

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.

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. He previously worked for various affiliated Motley Fool entities over an 11-year period. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm focuses on tax-aware, diversified portfolios using low-cost funds and ETFs, employs a primarily long-term investment horizon, and integrates AI tools for research and administrative support under human supervision.

Elizabeth Windisch is a CFP® professional with 22 years of industry experience. She is currently with Maia Wealth and previously held positions at firms including GPS Wealth Strategies Group, LPL Financial, and United Capital Financial Advisers, among others. Elizabeth is based in Denver, CO. 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 blend of fundamental, technical, and cyclical analysis for portfolio management, incorporating technology and third-party platforms to implement ETF-based allocations and automatic rebalancing.