Jake Orsborn is a financial advisor with Curi Capital, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Curi Capital, he worked at Adobe, Inc., AMG National Trust, and Transtar Insurance Brokers, Inc. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, offering a range of wealth management, retirement plan, and family office services.

David Seufer is a CFP®, CFA®, and Series 66-designated advisor with 15 years of industry experience. He is currently with Triad Wealth Partners, LLC and has previously worked at firms including Nectarine, Gravitas Wealth Planning, WealthSource Partners, and Fidelity. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, offering sub-advisory investment management, tax-efficient model portfolios, and operational support. The firm’s model-driven investment process focuses on strategic asset allocation through diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Martin Walsh is a CFP® professional with 13 years of industry experience, currently serving at BOK Financial Private Wealth, Inc. since 2019. He previously worked at LPL Financial, LLC and Brown & Company from 2015 to 2019. Outside of his advisory role, he is a joint owner of MJ Walsh Property Investments LLC with his spouse. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and institutional clients. The firm customizes investment programs based on client objectives and risk tolerances, employing diversified allocations and research support from its Strategic Investment Advisors group.

Jessica Donovan is a CFP® professional with 10 years of industry experience, currently advising at SteelPeak Wealth, LLC since 2026. Her prior roles include positions at Royal Alliance Associates, INC., Sii, and Signature Estate & Investment Advisors, where she served as an advisor for over a decade. She holds a California insurance license in a non-producer capacity. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies. The firm utilizes proprietary and custom model portfolios and provides access to private placements and non-purpose loan solutions.

Scott Lieb is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities, First Republic Securities, and Blue Ocean Companies. He is currently based in Denver, CO. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary and non-discretionary portfolio management, as well as advisory services including tax, estate, and business consulting.

Muhammad Jalill is a Series 65-licensed financial advisor at Earned Wealth Advisors, LLC with four years of industry experience. He previously worked at Fisher Investments and Parallel Financial. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by third-party consultants and an internal committee.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He has held securities licenses Series 63 and Series 65 and worked at LPL Financial for 28 years before joining Winthrop Advisory Group, LLC in 2017. Outside of advisory work, he serves as a Massachusetts Notary Public. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides integrated private wealth management with a focus on a prudent, long-term investment approach, combining internal strategies and third-party managers while maintaining human oversight of investment decisions.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Thomas Gillin is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Maia Wealth, he held roles at Amazon and several other companies in varied industries. He is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment approach using a mix of mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary portfolio management along with retirement plan advisory and participant education.

Lauren Sigman is a CFP® professional with 5 years of experience at Robertson Stephens Wealth Management and a total of 27 years in the financial services industry, including prior roles at All Season Financial Advisors and her own firm, SIGMAN FINANCIAL FITNESS. She is based in Denver, CO. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans with a range of services including portfolio management, financial planning, and access to public and private funds. The firm combines advisor-driven advice with centrally developed model portfolios and oversight by an Investment Committee.

Nathan Bengali is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analyses, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Benjamin Gilmore is a CFP® professional with 11 years of experience in the financial services industry. He is currently with SEIA and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Charles Schwab. Gilmore holds Series 63 and Series 66 licenses. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors. The firm offers multiple managed account programs and financial planning options, utilizing a client-driven investment process supported by a dedicated research group and an Investment Committee overseeing discretionary models.

Kathryn Heet is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at T-Mobile, Robert Half, Greenspoon Marder LLP, and Dish Network. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, beginning client relationships with financial planning or alternative data reviews and implementing portfolios focused on longer-term equity and fixed-income holdings.

Garrett Shelton is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Denver, CO. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Thrivent Financial and American Income Life. Outside of finance, he contracts as a snow carver and sculptor, creating snow and ice sculptures. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who recommend model portfolios and manage accounts on approved platforms.

Miles O'Neill is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining GHP Investment Advisors, he worked at Equitable Advisors and has held various roles in the food service and retail industries. 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, focusing on fundamental analysis with an emphasis on longer-term equity and fixed-income holdings, and offers additional services such as tax preparation through its affiliated family office.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Buckingham Asset Management, LLC, and GHP Investment Advisors. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $3.72 billion. The firm customizes investment programs based on individual client objectives and risk tolerances, often employing sub-advisors and offering integrated services through its affiliations with a national bank, broker-dealer, and investment manager.

Rae Nathan is a Series 65-registered financial advisor with Trilogy Capital, Inc. in Denver, CO, bringing one year of industry experience. Prior to joining Trilogy, Rae worked in roles at KPMG and the Department of the Prime Minister & Cabinet. In addition to advisory work, Rae is a licensed life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach with in-house and third-party models, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Lambert Bunker is a financial advisor at Quartz Partners Investment Management with 13 years of industry experience. He holds a Series 65 designation and previously worked at Athenainvest Advisors LLC for 16 years before joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm combines top-down macro analysis with bottom-up stock selection and maintains ongoing portfolio monitoring and rebalancing through an investment committee.

John Sawyer IV is a CFA charterholder based in Denver, CO, with three years of industry experience. He currently serves as an advisor at First Foundation Advisors and has worked at Feif Capital Partners, Sunflower Bank, and St. Johns Investment Management Company. He also maintains involvement with Jsimco, LLC. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, utilizing an open-architecture, multi-asset investment approach. The firm is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing integrated banking and financial product relationships alongside advisory services.