Sean Lorenz is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and AEM Partners, LLC, where he provides financial and investment advice and is involved in the sale of insurance and annuities. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Donohue Feiman Retirement Plan Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.

Jonathan Miller is a financial advisor at SpiderRock Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlackRock Investments, Virtus Investment Partners, and VP Distributors LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, using a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm emphasizes listed derivatives and dynamic option overlays to manage risk and enhance portfolio returns.

Reed Mccoy is a CFP® with 12 years of industry experience, currently serving at Israel Investment Advisors, LLC. He has worked previously at CAPTrust and has been with GHP Investment Advisors since 2017. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through both discretionary and non-discretionary portfolio management. The firm emphasizes a long-term, fundamental analysis approach to investing in Israeli stocks and bonds, and acts as general partner of a private investment partnership.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Collin Walker is a CFP® with six years of industry experience, currently serving as a financial advisor at Trek Financial. His prior experience includes roles at Empower Advisory Group and Personal Capital. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools under governance and offering a broad range of model and alternative investment strategies.

Michael Scardaville is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Global View Capital Management in 2024, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Scardaville also serves as an insurance agent, marketing and selling life products including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning for individual, trust, corporate, and retirement plan clients. The firm’s investment approach relies on technical and quantitative methods guided by an in-house algorithmic research platform, offering model-based strategies matched to client risk profiles.

Brian Quill is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Cavanal Hill Investment Management, Inc. and BOK Financial Asset Management, Inc. among other firms, serving in compliance management roles alongside his advisory duties. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process supported by research from BOKF, NA’s Strategic Investment Advisors group and integrates with the broader BOK Financial Corporation network to offer custody, trust, and municipal securities services.

Christopher Clancy is a financial advisor at SAX Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 66 registrations with five years of industry experience. He has previously worked at Global Wealth Strategies and Associates, LLC, Fidelity Investments, and Bigfoot Insurance. Clancy also holds a compliance associate role at Global Wealth Strategies and Associates, performing back office support. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy, supplemented by specialized advisory services including employee benefit plan consulting, real estate exchange advisement, and discretionary private fund management.

Christopher Barker is a CFP® with 13 years of experience in the financial services industry. He is currently with Maia Wealth and has previously worked at Simplicity Wealth, MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. In addition to his advisory role, he is licensed as an insurance agent representing various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach that incorporates fundamental, technical, and cyclical analysis and integrates technology platforms, including robo-advisors and third-party services, to tailor portfolios and manage risk.

Brooks Merrifield is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Elk River Wealth Management LLC and Merrifield & Co, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Chandler Te Velde is a financial advisor at Maia Wealth with 8 years of industry experience and holds a Series 65 credential. His career includes roles at MML Investors Services and longstanding service at Maia Wealth since 2016. Outside of his advisory role, he manages a personal podcast through The Naked Call partnership. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis to implement primarily long-term investment strategies. The firm integrates technology and third-party platforms, offers estate and tax coordination services, and manages portfolios using a range of securities including ETFs and independent managers.

Trevor Emery is a financial advisor at Choreo, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2023, he worked at BDO Wealth Advisors, LLC and Cosyntris Advisory Network. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Daniel Courtney is a CFP® professional with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Crestmoor Partners, LLC, Advisors Asset Management, Inc., Roka Capital Advisors, Block Advisors, and Blend Financial, Inc. He maintains Crestmoor Partners LLC temporarily to close out the business. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware practices and technology tools in its financial planning process.

Jason Shidler is a financial advisor at Shelton Capital Management with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Robeco Miami B.V. and Schroders Investment Management. Outside of his advisory role, he is involved in property management through ownership of several rental properties. Shelton Capital Management provides investment management services to mutual funds, institutional clients, retirement plans, government entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science tools into its investment strategies.

Driss Graoui is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Simplicity Wealth, UBS Financial Services, and CoBank. Outside of his advisory work, he is also a licensed insurance agent representing various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis to construct and manage portfolios.

Nathan Simpson is a Series 65 licensed financial advisor with Howard Capital Management, Inc. in Denver, CO. He has 12 years of industry experience and has been with Howard Capital Management since 2012. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers, while also serving as sub-adviser and investment adviser to proprietary mutual funds and ETFs. The firm uses proprietary technical indicators to guide tactical investment strategies and supports retirement plan participants through various web-based tools and programs.

Mitchell Bertrand is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, Edward Jones, Aflac, and held roles at the University of Missouri Columbia. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, utilizing committee-approved portfolios and integrating tax and accounting services through its affiliation with a national professional services firm.

Michael Sullivan is a CFP® with 17 years of industry experience and holds Series 63 and Series 65 licenses. He is affiliated with Israel Investment Advisors, LLC and has worked at Ghp Investment Advisors, Inc. since 2008. Israel Investment Advisors, LLC is an SEC-registered investment adviser managing approximately $46 million for high-net-worth individuals and institutional clients. The firm focuses on Israel-based securities using fundamental analysis and provides discretionary and non-discretionary portfolio management along with financial planning services.

Anne Kiser is a financial advisor at Maia Wealth with seven years of industry experience. She holds a Series 65 designation and has worked at Maia Wealth since 2020, previously holding roles at Simplicity Wealth, NYLIFE Securities, and New York Life Insurance Company. She is also licensed as an insurance agent with various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis in a primarily long-term investment approach that incorporates technology and third-party platforms for portfolio implementation and rebalancing.