Naomi Rominski is a financial advisor at Geneos Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. from 2011 to 2020. In addition to her advisory role, she serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Tyler Graeve is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and nine years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, Axa Advisors, and SharkNinja. Outside of advisory work, he is an independent insurance agent offering variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal and third-party portfolio management, tailored asset allocation, and various advisory services, including performance-based fee arrangements and private fund management.

Duane Smith is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. and Stifel Nicolaus & Co. Inc. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet for investment management and trading, and is notable for its integration with Hilltop affiliates in its municipal bond strategies and cash management programs.

Charles Rhoades II is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and LPL Financial. He is also involved with Rhoades Investment Corp, a non-investment-related business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisers, utilizing a variety of investment strategies and access to multiple advisory programs.

Matthew Gunter is a financial advisor at Shelton Capital Management in Denver, CO, with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investments. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account structures and advisory roles. The firm combines fundamental, technical, and quantitative analysis, incorporates options and derivatives in certain strategies, and utilizes ESG screening alongside data science and machine learning in stock selection.

Lawrence Giesing IV is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Shokohi Wealth Management, Western Wealth Advisors, and LPL Financial. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis. The firm employs a long-term strategy with tactical flexibility and integrates technology and third-party platforms to implement ETF-based portfolios and coordinated estate and tax services.

David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

Sean Lorenz is a financial advisor with M Holdings Securities, Inc. based in Denver, CO, holding CFP® and ChFC® designations and over 12 years of industry experience. He has previously worked with firms including Equitable Advisors and AXA Advisors. Lorenz is also a partner at AEM Partners, LLC, where he provides financial and investment advice and engages in the sale of insurance and annuities. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio managers and third-party sub-advisors.

George Fields is a ChFC® credentialed financial advisor with 46 years of industry experience. He is currently with LexAurum Advisors and has held prior roles at firms including Securities America Advisors and Summit Financial Group. Fields is also involved as Vice President and Board Member of the Ken Caryl Medical & Professional Owners Association. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing model allocations primarily implemented with low-cost ETFs.

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.

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.

Mitchell Gerschick is a financial advisor at Savvy with a Series 65 credential and one year of industry experience. His prior work history includes roles at Wambolt & Associates and Huntington National Bank, as well as positions outside finance in education and the service industry. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused models, supported by technology from its parent company and a distinctive external marketing approach.

Brian Quill is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held compliance management roles at Cavanal Hill Investment Management, Inc. and BOK Financial Private Wealth, Inc. since 2018. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, retirement plans, and other entities, managing approximately $3.72 billion. The firm customizes investment strategies based on client objectives and risk tolerances, often using diversified allocations and sub-advisors, and benefits from integrated relationships within the BOK Financial Corporation family of companies.

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® professional with 12 years of industry experience, currently serving at Maia Wealth since 2019. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019. In addition to his advisory work, he is active as an insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals—including high-net-worth clients—trusts, estates, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education.

Craig Williams is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Geneos Wealth Management since 2004 and currently operates the WIN Advisors Group. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical strategies and tailored investment solutions.

Chandler Te Velde is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has worked at Maia Wealth since 2017 and previously spent a year at MML Investors Services, LLC d/b/a Colorado Wealth Group. Outside of advisory work, he manages a podcast entity called The Naked Call. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, with periodic rebalancing and coordinated estate-planning and tax services through unaffiliated specialists.

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.