Michael Sullivan is a CFP® with 17 years of industry experience and holds Series 63 and Series 65 licenses. He is affiliated with Israel Investment Advisors, LLC and has worked at Ghp Investment Advisors, Inc. since 2008. Israel Investment Advisors, LLC is an SEC-registered investment adviser managing approximately $46 million for high-net-worth individuals and institutional clients. The firm focuses on Israel-based securities using fundamental analysis and provides discretionary and non-discretionary portfolio management along with financial planning services.

Anne Kiser is a financial advisor at Maia Wealth with seven years of industry experience. She holds a Series 65 designation and has worked at Maia Wealth since 2020, previously holding roles at Simplicity Wealth, NYLIFE Securities, and New York Life Insurance Company. She is also licensed as an insurance agent with various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis in a primarily long-term investment approach that incorporates technology and third-party platforms for portfolio implementation and rebalancing.

Cynthia Burton is a financial advisor at BOK Financial Private Wealth, Inc. with CFP® and ChFC® designations and over 20 years of industry experience. She previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by BOKF, NA’s Strategic Investment Advisors group and offers fiduciary support and asset-allocation guidance for various retirement plans.

Joshua Fudge is a financial advisor at Shelton Capital Management with 19 years of industry experience. He has worked at Shelton Capital Management since 2019 and previously spent three years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as treasurer for a local elementary school PTA, where he oversees general financial matters. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and the use of data science and machine learning in their stock selection.

Kevin Mann is a CFP® with 20 years of industry experience currently serving at Compound Planning, Inc. He previously worked at Personal Capital Advisors Corporation, Gwfs Equities, Inc., and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using a combination of fundamental, technical, and modern portfolio theory analysis and incorporates third-party sub-advisors and advanced technology solutions.

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.

Nipapan Rosenblum is a financial advisor with Western Wealth Management LLC in Boulder, CO, holding the Series 66 designation and possessing 14 years of industry experience. She has been with Western Wealth Management since 2016 and has been affiliated with LPL Financial since 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure allowing advisors to operate under separate business names, offering a range of portfolio management and consulting services supported by proprietary and third-party investment models.

John Wilmer is a CFP® professional at Grimes & Company with five years of industry experience. Prior to joining Grimes & Company in 2026, he worked at Fidelity Investments for five years. His background also includes roles in education and fitness instruction. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, utilizing a broad range of asset types and occasionally implementing options and margin strategies.

Aaron Minor is a financial advisor at First Heartland Consultants, Inc. in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc since 2016. Outside of his advisory role, he is a partner in Native Heart, LLC, a fair trade business importing Bolivian crafts, and is involved with the Society For Financial Awareness, a nonprofit focused on financial education. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Matthew Nussbaum is a CFA® charterholder with 8 years of industry experience. He has worked at Americana Partners, LLC since 2026 and previously spent nine years at L&S Advisors, Inc. He also lectures undergraduate economics students as an Investor in Residence at UCLA and serves on a CFA Institute committee involved in developing CFA exam curriculum. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—corporations, trusts, estates, and charitable organizations. The firm offers customized portfolios through discretionary management and client consultations, incorporating a wide range of investment vehicles and third-party managers.

Guy Holman is a CFP® professional with 27 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Denver, CO since 2010. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Dawn Drewitz is a CFP® professional with 26 years of industry experience. She is currently with Choreo, LLC and has previously worked at Dimensional Delta Consulting LLC, Wells Fargo Clearing Services, Wells Fargo Bank, Merrill, and HD Vest Investment Services. Dawn holds Series 63 and Series 65 licenses. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Schuyler Cayton is a CFP® with 18 years of industry experience, currently advising at Snowden Capital Advisors LLC. His career includes roles at Triad Advisors, Signator Investors, Wealth Management Associates of Colorado, Transamerica Financial Advisors, and Wells Fargo Clearing. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning. The firm utilizes a multi-team approach with institutional capabilities, providing customized model portfolios and access to third-party managers while maintaining client oversight.

Seth Gunderson is a financial advisor at Western Wealth Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Western Wealth Management since 2016, also affiliated with LPL Financial since 2014. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to multiple sponsored programs and third-party managers across a broad range of strategies.

Eric Hoelter is a financial advisor with Thrivent Investment Management in Louisville, CO, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Samuel Winter is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Charles Schwab, TD Ameritrade, and Park Avenue Securities. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a wide range of investment strategies and sponsored advisory programs.

Jennifer Merges is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Fidelity Brokerage Services LLC for seven years and at the Arapahoe Library District for three years. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.

Mark Candler is a financial advisor at Maia Wealth with 22 years of industry experience. He holds a Series 65 designation and has worked at firms including Simplicity Wealth, MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. In addition to his advisory role, he is also an insurance agent representing various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis within a long-term strategy that allows for tactical adjustments. The firm integrates technology and third-party platforms to implement ETF-based portfolios and offers specialized estate and tax coordination services.

Jacob Fischer is a CFP® professional with seven years of industry experience. He is currently with Facet, where he has worked since 2026. Prior to Facet, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., among other firms. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations focused on exchange-traded funds, with a flat subscription fee structure that includes investment management.