Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

Eric Micheli is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at First Foundation Advisors in Denver, CO. He previously worked at Logia Portfolio Management LLC and First Western Trust. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, managing assets through a multi-asset approach that includes equities, fixed income, alternative investments, and independent managers. The firm operates under a bank holding company structure, offering unique services such as sub-advisory roles to mutual funds and coordinated referrals for banking, trust, and insurance products.

Joshua Huene is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 designation and has previously worked at Simplicity Wealth. Outside of advisory work, he is also licensed as a non-investment-related insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy while incorporating tactical adjustments and uses technology-driven platforms, including robo-advisor integration and third-party services.

Eric Woodraska is a CFA® charterholder with three years of industry experience. He is currently with Clear Creek Financial Management, LLC and has held prior roles at Foreside Fund Services, Harborside Sales Group, Lokation Real Estate, Hancock Whitney, and American National Insurance Company. Clear Creek Financial Management serves a diverse clientele including individuals, employer retirement plans, trusts, and business entities. The firm offers a wide range of services such as asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Nicole Smith is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Lifetime Fitness, EP Wealth Advisors, and New West Physicians. GHP Investment Advisors, Inc. provides discretionary and non-discretionary investment supervisory services, financial planning, and pension advisory to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term investment orientation and sponsors private funds focused on international and Israeli securities.

Christine Callaway is a financial advisor at Western Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Cornbelt Financial LLC, Jfthompson Wealth Management (Leyenda Capital Partners LLC), and United Capital Financial Services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies, including model portfolios, ETFs, mutual funds, individual securities, alternatives, derivatives, and cryptocurrency products.

Rita Day is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Marlon Ramirez is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining GHP, he worked in various roles across different sectors including logistics and hospitality. GHP Investment Advisors Inc provides discretionary and non-discretionary investment supervisory services, individual portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a generally long-term investment orientation and also manages private limited-partnership funds focused on international and Israeli securities.

Nathan Stewart is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Quasar Distributors, Capital Advisors, E*TRADE Capital Management, Wells Fargo Clearing, and Scottrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investments alongside traditional equity and fixed-income, and offers services such as tax preparation, trustee services, and ERISA plan advisory.

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. Prejean is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 license with three years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and Denver Wealth Management. Maia Wealth serves individuals, trusts, estates, and businesses with discretionary and non-discretionary investment management, financial planning, and institutional consulting, employing a long-term strategy complemented by tactical adjustments and integrating technology-driven platforms in portfolio implementation.

Nicholas Griebenow is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Charles Schwab from 2013 to 2018. Outside of his advisory work, he manages an AirBnB rental property owned by his family in Steamboat. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, and utilizes options, derivatives, ESG screening, and data-science tools in its strategies.

Virginia Wu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She has previously worked at Fidelity Investments and several wealth management firms. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individual clients, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and a subscription education product for medical professionals.

Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing 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 such as those from Dimensional Fund Advisors.

James Mills Jr. is a Series 66 licensed financial advisor at Parallel Advisors, LLC in Denver, Colorado, with 20 years of industry experience. He has been with Parallel Advisors since 2010. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management and held-away account integration.

Melanie Palmer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savvy. Her prior roles include positions at Key Private Bank, US Bank Private Wealth Management, and Goldman Sachs Wealth Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing technology platforms and specialized sub-adviser strategies to customize client solutions.

Judith Kellner is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Simplicity Wealth and Children's Eye Center, as well as teaching and coaching experience at Hawaii Pacific University and Stars Gymnastics. She has also been involved with Cambio Yoga. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a combination of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory methods with technology platforms and offers services including financial planning, retirement plan advisement, and institutional consulting.

Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has been affiliated with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through programmatic offerings and employs a model portfolio approach that includes tactical asset allocation across various investment vehicles, integrating third-party managers and insurance distribution activities.