Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 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 services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

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 financial advisor at McAdam LLC in Westminster, CO, with eight years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining McAdam, he worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. He is also the Director of Financial Planning at RETIREUS, a marketing firm. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth clients. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with services tailored to client objectives.

Rebecca Desoto is a financial advisor at Maia Wealth with 10 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and National Planning Corporation. Outside of advisory work, she volunteers monthly at Sobriety House providing financial education and presents retirement planning seminars through CLC Incorporated. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses with investment advisory and financial planning services. The firm employs a long-term investment approach utilizing mutual funds, ETFs, individual securities, and independent managers, alongside coordinated estate and tax planning through specialists.

Heather Klutznick is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience and has been associated with Trilogy Capital and its related entities since 1999, also working at LPL Financial since 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house and third-party model strategies and integrates advanced planning services that include budgeting, tax strategies, and real estate considerations.

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.

Collin Metscher is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Sunbelt, he worked at NIMBL and alongside his advisory role, he is involved with Infinite Outdoors, LLC, a hunting and fishing platform company, focusing on marketing and sales. Sunbelt Securities, Inc. provides investment advisory services to individual and institutional clients through a network of representatives. The firm offers a flexible investment approach that includes discretionary portfolio management within its wrap-fee program, standalone financial planning, and referrals to third-party managers.

Spencer Hall is a financial advisor with McAdam LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has been with McAdam since 2018 and previously worked in tech marketing and at the University of Maryland. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of financial planning, investment management, and retirement consulting services.

Stephen Hartel is a financial advisor with Maia Wealth in Denver, CO, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is a firearms safety training instructor and range officer, and also works as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis, integrates technology with traditional oversight, and includes robo-advisor platforms and formal estate and tax coordination services.

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.

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.

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.

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 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.