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 27 years of industry experience. She currently works at Choreo, LLC and has previously been employed at firms including Dimensional Delta Consulting LLC, Wells Fargo, Merrill, HD Vest Investment Services, Cetera Advisors LLC, and Avantax Advisory Services. Choreo, LLC serves a broad client base ranging from individual investors to institutional clients and offers a comprehensive range of advisory services including portfolio management, financial planning, and outsourced CIO services. The firm employs a systematic investment process centered on strategic asset allocation and uses quantitative screening and due diligence to manage portfolios across various investment vehicles.

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.

Eric Hoelter is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside other investment options, and offers access to independent managers and model portfolios.

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®-certified financial advisor with eight years of industry experience. He currently works at Facet Wealth and has previously been employed at Charles Schwab Bank, Charles Schwab & Co., HighTower Advisors, and Real Property Appraisals, PC. Fischer is based in Denver, CO. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through remote channels. The firm serves a range of clients and uses model-based asset allocations with a technology-driven approach, emphasizing flat subscription fees rather than traditional asset-based charges.

Alexander Duncan is a financial advisor at Savvy with three years of industry experience and holds the Series 66 designation. Prior to joining Savvy, he worked at Equitable Advisors, LLC for three years and has background experience in the healthcare sector with Sight Sciences and Bausch + Lomb. Savvy provides investment and financial planning services to a diverse client base including individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and third-party sub-advisers to deliver customized plans and integrated tax and estate-planning support.

Matthew Nimrick is a CFP® professional with 12 years of industry experience. He is currently with Advisors Capital Management, LLC, where he has worked since 2023. Prior to this, he spent a decade at Charles Schwab and Charles Schwab Bank SSB. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management utilizing a blend of top-down macro analysis with bottom-up security selection across multiple proprietary strategies.

Jonathan Lester is a CFP® with 16 years of experience in financial advising. He is currently with Root Financial Partners, where he has worked since 2024. His prior experience includes roles at Empower Advisory Group, Personal Capital, and OppenheimerFunds. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online academies separate from its advisory services.

Joe Harl is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at The Guardian Group and has a background with Halliburton Sperry. Outside of his advisory work, he is involved with The Guardian Group in offering life insurance and annuity strategies to clients. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, serving a diverse client base that includes high-net-worth individuals and plan sponsors.

Adam Messick is a financial advisor at Composition Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Vinoble Group for six years. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Jeffrey Young is a financial advisor at Kovack Advisors, Inc. in Denver, CO, with 27 years of industry experience. He has held positions at multiple firms, including LPL Financial and Walnut Street Securities, and has been with Kovack Advisors since 2012. Young holds a Series 63 designation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services through a model-supported, multi-custodian approach.

Cory Ross is a financial advisor at Prairie Capital Management Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UMB Distribution Services, LLC and Marsico Capital Management, LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, offering financial planning, portfolio management, asset consulting, and manager selection. The firm employs a multi-manager, multi-strategy approach and provides both discretionary and non-discretionary services.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

Michelle Leichtner is a CFP® with nine years of experience in financial advising. She is currently with The AmeriFlex Group and Cambridge Investment Research, having previously worked at firms including Motley Fool Wealth Management and Merrill Lynch. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized advice through various model asset allocations and both discretionary and non-discretionary manager relationships.

Nicholas Mantel is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Shelton Capital Management, he worked at Fidelity Investments and was a partner in an e-commerce clothing startup, no trash LLC, where he contributed to order fulfillment and content creation. Shelton Capital Management provides investment management services to a diverse client base including mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors. The firm utilizes a discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates options strategies, ESG screening, and data-science tools in its investment processes.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.