Sean Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, holding a Series 66 designation with three 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 employs a long-term investment approach involving goal analysis, policy development, portfolio construction, and monitoring, combining in-house management with third-party sub-advisers.

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.

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®-certified financial advisor with 10 years of industry experience, currently affiliated with Maia Wealth. Her prior roles include positions at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. She volunteers at Sobriety House, where she provides financial education, and presents retirement planning seminars through CLC Incorporated. Maia Wealth offers investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term investment approach complemented by tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios that include mutual funds, ETFs, and securities.

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 with Western Wealth Management LLC based in Golden, Colorado. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, U.S. Bancorp Investments, Inc., and UBS Financial Services. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and retirement consulting services using both firm-designed and third-party investment strategies.

Jonathan Coggins is a financial advisor with Modera Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Charles Schwab and Equity Advisor Solutions, as well as ownership of Smoke'n Blues Barbeque, a business focused on online sales of BBQ food products. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies with in-house accounting and tax services, offering an integrated approach uncommon among firms of its size.

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.

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

Stephen Hartel is a financial advisor at Maia Wealth in Denver, CO, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior positions include roles at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. Outside of finance, he works as a firearms safety training instructor and range officer. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using mutual funds, ETFs, and individual securities. The firm combines fundamental, technical, and cyclical analysis in its investment approach, incorporating technology and third-party platforms to manage portfolios and offer specialized 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.

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 with Shelton Capital Management in Denver, CO, holding Series 65, Series 66, and Series 63 credentials and has 22 years of industry experience. His prior roles include positions at 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 types and advisory mandates. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, incorporating options and derivatives strategies, ESG screening, and data-science techniques.