Alan Holman is a CFP® with 28 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2021. He previously worked at Cascade Financial Management for nine years and has operated his own practice, Alan Holman CFP, since 2010. Outside of advisory roles, he is involved in independent contracting through his personal holding company, ADH Wealth Management. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed investment strategies with locally managed portfolios and offers services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a range of asset classes and tax management strategies.

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.

Jeffrey Kane is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2024 and previously spent over a decade with Charles Schwab and Schwab Wealth Advisory Inc. based in Littleton, CO. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm uses broadly diversified, passive investment strategies tailored to client objectives and risk tolerances, and offers specialized techniques and sub-adviser recommendations for clients with more complex needs.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

John Bohan is a CFP® with 12 years of industry experience, currently serving at Aprio Wealth Management, LLC. His prior roles include positions at Prism Financial Group, Investment Trust Company, and LPL Financial LLC. He is the owner of Finbits Media LLC, a financial education blog where he writes about the economy and is the author of a book on personal finance. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging, technical analysis, and varied trading approaches, and is notable for its affiliation with a third-party administrator and pension consulting business.

Jacob Kavalar is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth and The Guardian Group in 2026, his work history includes roles in real estate and retail sectors. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, plan sponsors, and other RIAs, managing primarily discretionary accounts through a combination of proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, and private investments, along with consultative services and sub-advisory roles.

Scott Marek is a CFP® professional with 13 years of experience in financial advisory. He is affiliated with Maia Wealth and has worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory role, Marek is involved in mental health coaching through a nonprofit app and supports community financial resilience initiatives via another nonprofit. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis. The firm integrates technology and third-party platforms in its approach, offering services that include financial planning, retirement plan advisory, and institutional consulting.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

Harrison Sedmak is a CFP® with four years of industry experience currently at Facet in Denver, CO. He previously worked at Mercer Global Advisors Inc. and Fidelity Investments. Facet Wealth provides subscription-based financial planning and discretionary investment management to a diverse client base, utilizing technology-driven, model-based asset allocations with a focus on ETFs and a flat subscription fee structure.

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.

Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial, where he has been since 2023. Bagully also provides investment advisory services through his own independent firm, Western Wealth Advisors. Western Wealth Management serves a wide range of clients, including individuals, charitable and corporate entities, and pension plan sponsors, offering services such as portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisers utilizing a variety of investment strategies and third-party manager relationships.

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.

Michael Padilla is an investment advisor representative at Maridea Wealth Management with five years of industry experience. He previously worked for Motley Fool Wealth Management, LLC for eleven years. He also serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with AI productivity tools under human oversight.

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 is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Neely serves as a trustee for the Ed Feiman estate, acting as a resource for children in that capacity without compensation. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

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.

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.