Naomi Roy is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Root Financial Partners and has prior experience with firms including Merrill and Raymond James Financial Services Advisors, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Candace Montoya is a financial advisor at UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation with 13 years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also worked as a Zumba fitness instructor in 2016. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and uses a documented suitability review and risk-tolerance questionnaire to guide clients into model-based strategies, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Narine Avanesova is a financial advisor with UMB Financial Services, Inc. in Denver, Colorado, holding Series 65 and Series 63 credentials and having seven years of industry experience. She has been with UMB Financial Services since 2018 and has additional experience at UMB Bank dating back to 2008. UMB Financial Services, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability review process to align clients with model-based strategies.

Mathias Silberstein is a financial advisor at Mission Wealth Management, LP with four years of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, Colorado Financial Management, and Cetera Investment Services. Silberstein has also been involved in academic roles at the University of Colorado at Denver and Denver Community College. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, portfolio management, financial planning, and institutional retirement services through a tiered service model tailored to client complexity and asset size.

Joseph Rusinko is a CFA® charterholder with five years of industry experience. He currently works at AlphaCore Capital LLC in Denver, CO, where he has been since 2026. His prior roles include positions at Elk River Wealth Management, WealthShield, BOK Financial Private Wealth, and CoBiz Financial. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Alan Holman is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Cascade Financial Management and operated his own practice, Alan Holman CFP. Outside of his advisory work, he owns a personal holding company for his independent contracting activities and serves as an independent representative for various fixed insurance carriers. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with an investment process that combines centrally managed strategies and local portfolio oversight, incorporating both fundamental and tactical approaches along with tax-aware tools and alternative investment options.

John Reid IV is a financial advisor at McAdam LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. His diverse work history includes positions at Winter Park Ski Resort and the University of California Research Institute. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing fundamental analysis and incorporating specialized investment exposures to tailor portfolios according to client goals.

Moncherie Mason is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at ICMA-RC Services, Global Retirement Partners, LPL Financial, and Principal Life Insurance. Outside of her advisory role, Mason is president of Cornerstone Tax and Financial Solutions, a tax preparation business, and serves as president of the board for The Second Chance Center, an organization supporting the formerly incarcerated. MissionSquare Retirement serves state and local government employers and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels to more than 40,000 participants.

Scott Marek is a CFP® with 12 years of industry experience and has been with Maia Wealth since 2017. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory work, he is involved with two nonprofit organizations focused on mental health coaching and financial resilience, and he operates an online financial education platform through bulletwealth.com. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment approach. The firm offers portfolio management, retirement plan advisory, and coordinated estate and tax planning with a distinctive combination of technology and third-party specialists.

Matthew Daley is a financial advisor at Howard Capital Management, LLC with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes 13 years at Gwfs Equities Inc/Great West Life & Annuity Insurance Company before joining Howard Capital Management in 2021. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and advisory solutions using proprietary tactical indicators and model portfolios primarily implemented with the firm’s own mutual funds and ETFs.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GHP Investment Advisors, she worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside of finance. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term approach and manages private funds, including those focused on international and Israeli securities, as part of its multi-team advisory services.

Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

Michael Pineda is a financial advisor at Lifemark Securities Corp. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Lifemark since 2017, following prior roles at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent focusing on the sales and service of life insurance. 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 variety of managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis with custody maintained by third-party custodians.

Seth Davis is a CFP® professional with 19 years of industry experience. He has worked at RMB Capital Management since 2011. He is currently affiliated with Curi Capital, LLC in Denver, CO. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices using a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.

Max Valenta is a CFP® with three years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC and Valenta Capital Management. He previously worked at Morgan Stanley for four years and has a diverse background including roles with Fox Sports and Fox News. Outside of finance, he has entrepreneurial experience with GQue BBQ and CMV Reselling. Concurrent Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Todd Pearson is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1993. Outside of his advisory role, he serves as board chair of Greater Wyoming Big Brothers Big Sisters and is a volunteer board member for a developmental preschool and daycare center. He also works as a football and softball official. 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 retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who implement strategies via approved platforms.

Sean Winthrop is a financial advisor at Winthrop Wealth with three years of industry experience and a Series 66 designation. His prior experience includes roles at LPL Financial and Reliance Standard. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a focus on prudent, long-term investment strategies, utilizing both internal and third-party managers while maintaining human oversight of investment decisions.