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, 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.

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.

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.

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.

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 career includes prior roles at Empower Advisory Group and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he has been involved with Kwik Vending Service. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, and it offers a range of affiliated services including broker-dealer operations, commercial real estate brokerage, and pension consulting.

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.

Isaac White is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and also works at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank and Fidelity Investments. Outside of his advisory career, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he manages scheduling, referees, and board decisions. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions across asset classes, including ESG models and tax-managed Direct Indexing.

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.

Patrick Durst is a financial advisor with Lifemark Securities Corp. in Centennial, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at Jackson National Life Distributors LLC and operating Front Range Financial LLC. Outside of his advisory work, he is also a rental property owner. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs, with advice tailored through risk assessments and delivered on both discretionary and non-discretionary bases.

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.

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.