Bryant Malloy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Facet Wealth since 2021. He has prior experience at CUSO Financial Services, LP and Elevations Credit Union. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual members across various wealth levels. The firm uses a holistic financial planning approach called Total Financial Life Resources and emphasizes technology-driven, tax-efficient investment strategies without charging percentage-of-AUM fees.

Matthew Wilson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2019. Prior to this, he worked for Capital Financial Services for 10 years. Outside of his advisory role, he is president and owner of a CPA consulting practice and co-owner of a battery leasing company focused on solar storage solutions. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset types.

Maggie Kirchhoff is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Western Wealth Management LLC in Golden, CO. She has been with Western Wealth Management and LPL Financial since 2016 and previously worked at Wisdom Wealth Strategies from 2010 to 2016. Outside of her advisory role, she has involvement in fixed insurance brokerage activities. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing various investment strategies and products across discretionary and non-discretionary platforms.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Mission Wealth Management in 2024, he was a student for ten years. Mission Wealth Management is an SEC-registered multi-team advisory firm with 135 advisors managing approximately $17 billion. The firm serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized portfolio management, financial planning, and consulting services using a tiered, customized service model.

Stacie Craddock is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. for 18 years. Craddock also owns and operates a consulting business focused on general business and RIA consulting. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm delivers investment advice and account management through a platform model utilizing third-party managers and Envestnet, offering a range of advisory programs, managed accounts, financial planning, and brokerage services.

Joshua Freedman is a CFA® charterholder with 18 years of industry experience. He is currently with Robertson Stephens, joining the firm in 2024 after roles at Ratio Wealth Group LLC, Ballast Equity Management, and Elk Creek Partners, LLC. Freedman is based in Denver, CO. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm combines personalized advisory services with model portfolios and oversight by an Investment Office and Committee, offering a range of portfolio management and planning services along with access to public and private investment funds.

Deidre Farrell is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Based in Louisville, Colorado, Farrell's career has been dedicated to serving clients through these affiliated firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. The firm’s approach separates planning from managed-account services and provides clients with flexible engagement options.

Andrew Justice is a financial advisor at Trajan Wealth, L.L.C. with 14 years of industry experience. He previously worked at Morningstar Investment Services, Inc. for nine years before joining Trajan Wealth in 2022. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in insurance sales, working as an insurance agent during trading hours. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Michael Coleman is a financial advisor with Western Wealth Management LLC in Golden, Colorado. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Western Wealth Management in 2017, he worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies and third-party manager relationships.

Christopher Bruhl is a CFP® professional with 33 years of industry experience, currently serving at Western Wealth Management LLC since 2026. He has worked with LPL Financial since 2007. Outside of his advisory role, he acts in a fiduciary capacity for a family trust and provides executive management for a privately-held, family-controlled business focused on real estate holdings. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm employs a decentralized network of advisers and offers a wide range of investment strategies, including firm-designed models, third-party managers, and alternative investments, with comprehensive portfolio management and consulting services.

Brian Merrigan is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Merrigan Financial, LLC, JD Mellberg, and Sun Cities Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using tailored asset allocation strategies and a broad set of investment products.

Christopher Kadowaki is a CFP®, ChFC®, and Series 65-licensed financial advisor with five years of industry experience. He is currently with Avantax Planning Partners, Inc. and has previously worked with firms such as Cetera and Facet Wealth, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Michael Sutter is a financial advisor at The London Company of Virginia with 26 years of industry experience. He holds Series 63 and Series 65 licenses and joined his current firm in 2022. Prior to that, he worked for Columbia Threadneedle Investments from 2017 to 2021. The London Company of Virginia provides discretionary portfolio management to both individual and institutional clients through various channels, managing approximately $14.9 billion in assets. The firm employs a conservative, long-term, bottom-up equity strategy focused on balance-sheet optimization, quantitative screening, and fundamental analysis.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes automotive work and recent academic studies. TCI Wealth Advisors serves a range of clients including individuals, business entities, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology for consolidated reporting, managing several billion dollars in client assets.

Josef Rau is a financial advisor at BOK Financial Securities, Inc. in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. BOK Financial Securities serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Barringer Martin is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with CCM Partners and RFS Partners since 2008. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account types and advisory mandates. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and derivatives, ESG screening, and data-science techniques.

Gregory Carlin is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding a Series 65 credential with six years of industry experience. He has worked at The Milestone Group, Inc. since 2019 and previously at Bessemer Trust Company from 2011 to 2019. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm operates through multi-advisor teams using diversified asset allocation and both affiliated and unaffiliated sub-advisers, supported by its integration within a financial holding company structure that includes banking, trust, and broker-dealer affiliates.

Christopher Whittaker is a financial advisor at Intellicents Investment Solutions Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities, American United Life, and Voya. Outside of advising, he owns a rental condo listed on Airbnb in Puerto Vallarta, Mexico. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of consulting and wealth management services. The firm emphasizes long-term, buy-and-hold investment strategies guided by written Investment Policy Statements and uses research from providers like Morningstar and Zephyr to inform manager selection.

Addison Freedle is a financial advisor at Sunbelt Securities, Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Sunbelt Securities, Freedle held positions at RBC Wealth Management and UGG. Outside of finance, Freedle has experience with the Loveland Volleyball Club. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Cerity Partners LLC, The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm customizes portfolios based on client objectives and risk tolerances, utilizing diversified asset allocations and sub-advisors, and benefits from integrated relationships with affiliated banking and investment entities.