Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Maia Wealth in 2025, he worked at Secure Advisory Group, LLC, and BBVA Securities Inc., among other firms. Garrett also works as an insurance agent with Security Insurance Group. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis to implement long-term strategies with tactical flexibility. The firm integrates technology and third-party platforms, offering services including financial planning, retirement plan advisory, and institutional consulting.

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. Prior to joining Mission Wealth Management, she worked at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and investment services, utilizing long-term strategies with ETFs, mutual funds, individual securities, and alternative investments.

Julian Korber is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets Corporation, City National Bank, Purshe Kaplan Sterling Investments, and ORG Partners, LLC. Outside of his advisory work, he serves as a board member of the Colorado Photographic Arts Center, a nonprofit arts and cultural organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

Kristen O'Brien is a financial advisor with Corda Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her work history includes roles at Mercer Global Advisors and Charles Schwab, where she spent eight years across the bank and brokerage divisions. 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 offers discretionary portfolio management and integrated financial planning services to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and estate-planning document services through attorney referrals.

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.

Colin Farr is a CFP® professional with 15 years of industry experience. He is currently with Savvy and previously worked at Charles Schwab and Charles Schwab Bank. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.

Colby Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors from 2013 to 2025. Valenta is also licensed as a life insurance agent in Colorado and operates an insurance business under a DBA. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately 161 advisors and manages about $9.9 billion in assets, employing a long-term investment approach with customized portfolios.

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.

Thomas Savage is a Series 65-licensed financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, with one year of industry experience. Prior to joining TCI Wealth Advisors in 2024, he worked briefly at Maia Wealth and was involved with Campaignify from 2020 to 2022. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

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.

Scott Jackson is a CFP®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Denver, CO. He has 36 years of industry experience, all with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he owns Alpine Insurance & Investments, where he sells various insurance products including life, health, dental, disability, annuities, Medicare supplements, and long-term care. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating through a network of advisors who implement strategies primarily via approved platforms.

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.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. His prior experience includes roles at Motley Fool Wealth Management and Motley Fool Investment Management. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC during a transitional period. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, retirement plan advisory, and business services. The firm operates as a fiduciary and employs a personalized, long-term portfolio construction approach using fundamental analysis and modern portfolio theory, with ongoing monitoring and oversight of independent managers.

Elizabeth Windisch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Maia Wealth in Denver, CO. Her prior roles include positions at GPS Wealth Strategies Group, LPL Financial, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Maia Wealth serves individuals, trusts, estates, and businesses by providing comprehensive investment advisory and financial planning services, with a focus on long-term portfolio management that incorporates mutual funds, ETFs, and individual securities. The firm also offers retirement plan advisory and coordinates estate-planning and tax services through external specialists.

Bryton Kessel is a CFP® professional at RubinBrown Advisors LLC in Denver, CO, with three years of industry experience. His prior roles include positions at Beacon Pointe Advisors LLC and Pinnacle Wealth Management. RubinBrown Advisors 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 employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware strategies and technology tools in its financial planning process.

Michael Berens is a CFA® charterholder with two years of industry experience. He is currently an advisor at First Foundation Advisors and previously worked at Logia Portfolio Management LLC and First Western Trust. Berens also spent three years at Indiana University early in his career. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture approach and is distinctive for its affiliation with FirstSun Capital Bancorp, which integrates banking, trust, and insurance services with its advisory offerings.

Jesse Bryan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, with eight years of industry experience. Before joining CliftonLarsonAllen Wealth Advisors in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and at Bank of the West from 2015 to 2018. Outside of his advisory role, he is involved in operating an ATM cash service business and participates as an independent contractor for rideshare services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation, third-party managed programs, and both long-term and tactical investment approaches, integrating multidisciplinary planning through its Private Client Services model.

Nicholas Darvin is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has been with American Independent Securities since 2010. Outside of his advisory role, he owns and operates Darvin Asset Management, which includes activities as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and third-party manager oversight using an open architecture approach, managing assets primarily on a non-discretionary basis.