Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Motley Fool Wealth Management, LLC for 11 years. Outside of his advisory role, he serves as trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing about $1.97 billion in client assets through a 33-advisor team. The firm focuses on constructing diversified, tax-aware portfolios using low-cost mutual funds and ETFs, supplemented by approved AI tools and coordinated services across affiliated entities.

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.

Mark Neely is a CFP® and ChFC® with 38 years of experience in the financial services industry. He currently works at Arax Advisory Partners and previously held positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. He serves as an unpaid trustee for the Ed Feiman estate, acting as a resource for children. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams and external managers, offering a range of investment options including traditional and alternative assets.

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.

Christopher Houmis is a financial advisor at Summit Financial, LLC in Denver, CO, holding a Series 65 designation. He has experience working at Summit Financial since 2025 and previously spent four years at Hotel Engine. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments through various portfolio management programs.

Todd Pearson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Mutual Of Omaha and its affiliated insurance company since 1993. Outside of his advisory role, he serves as board chair of Greater Wyoming Big Brothers Big Sisters and volunteers on the board of a developmental preschool and daycare center. He also officiates football and softball games. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering comprehensive financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm utilizes approved model portfolios and third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sean Winthrop is a Series 66 licensed advisor with Winthrop Wealth in Denver, CO, and has four years of industry experience. His prior roles include positions at LPL Financial and Reliance Standard. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm emphasizes a long-term, prudent investment approach and combines in-house management with third-party Sub-Advisers to implement various strategies, managing approximately $3.1 billion in assets.

Paul Laffrenzen is a financial advisor at Shelton Capital Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through a variety of account structures. The firm employs a discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment processes.

Brenda Cox is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures from 2009 to 2020. Outside of advisory work, she serves as an investment banking consultant for Trinlogix and is a board member of Humane Colorado. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, employee benefit plans, and corporate entities. The firm employs a client-specific investment approach using both fundamental and quantitative analysis and often incorporates third-party sub-advisers and private fund investments.

Elias Park is a CFP® with eight years of experience in financial advisory roles, currently with McAdam LLC. He has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Director of Financial Planning for RetireUS, a marketing business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, using a range of investment vehicles including mutual funds, ETFs, individual securities, and specialty exposures such as private funds and cryptocurrency.

Lorne Levy is a financial advisor at Financial Gravity Family Office Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. In addition to his advisory work, Levy is a Senior Loan Officer and Broker Associate at All City Financial Group, a mortgage and real estate company, and since 2023 has been an investor-franchisee with Gradum GSwing. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement client strategies.

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.

Rebecca Desoto is a CFP® credentialed financial advisor with 11 years of industry experience. She is currently with Maia Wealth and previously worked at Simplicity Wealth, Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. Desoto volunteers with Sobriety House, where she provides education on financial prudence, and also presents retirement planning seminars through CLC Incorporated. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses, offering investment management as well as financial planning and retirement advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach, incorporating both traditional oversight and technology-driven platforms.

Brian Spead is a CFP® professional at Valeo Financial Advisors, LLC with 18 years of industry experience. He has worked at Valeo since 2019 and previously held roles at Charles Schwab and Charles Schwab Bank from 2006 to 2019. Valeo Financial Advisors provides comprehensive financial planning and investment management to individuals, families, and institutional clients. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including pro-bono planning and due diligence support for private fund sponsors.

Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.

Steven Ehnstrom is a financial advisor at Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. His work history includes positions at Wells Fargo Clearing, Wells Fargo Investments, U.S. Bancorp Investments, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers comprehensive portfolio management and consulting services, utilizing a variety of investment strategies and model portfolios.

Jonathan Coggins is a financial advisor at Modera Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equity Advisor Solutions, Charles Schwab, and in the barbeque food business, where he owns Smoke'n Blues Barbeque in Littleton, Colorado. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Spencer Hall is a financial advisor at McAdam LLC in Denver, CO, holding a Series 65 designation with eight years of industry experience. He has worked at McAdam since 2018 and previously held roles in tech marketing and at the University of Maryland. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering services including financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach across a range of assets, incorporates specialized exposures such as private funds and cryptocurrency, and offers innovative products like a tiered weekly subscription planning service and AI-monitored advisory processes.