Steven Gibson is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Agentic Retirement Consultants, Gibson Capital LLC, and Aegis Financial. Outside of advisory work, Mr. Gibson is involved in insurance sales and serves as a wholesaler for annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives.

Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at firms including Personal Capital Advisors Corporation and Fidelity. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. Mc Caddon is also a licensed insurance agent. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers both Direct Investment Management and a Turnkey Asset Management Program that includes access to alternative investments.

Jack Miskulin is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with two years of industry experience. His work history includes roles at GHP Investment Advisors and previous positions in various service and corporate environments. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and 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.

Vincent Esposito is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jenkins Wealth and The Pelsue Company. Esposito also provides life and annuities insurance solutions through his own business, Esposito Family Financial LLC. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion with a range of discretionary and model portfolio solutions. The firm serves a broad client base including high-net-worth individuals and operates with a network of about 89 investment adviser representatives.

Joseph Zuramski IV is a financial advisor at Shelton Capital Management in Denver, CO, holding a Series 66 license with seven years of industry experience. His prior roles include positions at Franklin Distributors LLC, Legg Mason & Co, and MFS Institutional Advisors. 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 employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, with some strategies utilizing options and other derivatives, as well as ESG screening and data-science tools in stock selection.

Benjamin Beasley is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has worked at CreativeOne Wealth and The Guardian Group since 2024. Prior to his advisory career, he held various roles including positions at the University of Colorado - Boulder and in the hospitality sector. Beasley is also involved in financial planning and administrative duties related to insurance products at The Guardian Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Martin Walsh is a CFP® with 13 years of industry experience, currently serving as a financial advisor at BOK Financial Private Wealth, Inc. since 2019. Prior to this, he worked at LPL Financial and Brown & Company. Outside of his advisory role, he is a joint owner of an investment-related business in Denver. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management and financial planning services to high-net-worth individuals, trusts, estates, and institutional clients. The firm’s team-based investment process incorporates research from BOKF, NA’s Strategic Investment Advisors group and utilizes diversified portfolios with potential sub-advisors to tailor plans to client objectives.

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 in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Securities Company. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and supplemented by tax, estate, and business consulting services.

Steven Connolly is a financial advisor with Gladstone Wealth Partners in Littleton, CO, holding a Series 66 designation and over 24 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Gladstone Wealth Partners and LPL Financial in 2021. Connolly also operates Connolly Financial LLC, a business entity for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable focus on integrating retirement-plan services and institutional manager relationships.

Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach tailored to client goals and risk tolerance.

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.

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial for 28 years before joining Winthrop Advisory Group in 2017. Outside of his advisory role, he serves as a Massachusetts Notary Public. Winthrop Wealth provides discretionary and non-discretionary 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, prudence-based investment approach combining in-house and third-party management, with a client base that includes both retail and institutional entities.

Brandon Wyand is a CFP® professional with 11 years of industry experience. He is currently with Savvy and previously worked at firms including Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of financial advising, he has experience in the wine industry with Hartford Hill Winery. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs primarily index-based, long-term strategies alongside active equity portfolios and incorporates technology-driven tools, sub-advisers, and tax-aware approaches.

Thomas Gillin is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Maia Wealth since 2021, with prior roles at Amazon and several other companies. Outside of his advisory work, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis within a long-term investment strategy, integrating technology and third-party platforms to implement ETF-based portfolios and offering specialized estate and tax coordination services.

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 at Compound Planning, Inc. with 12 years of industry experience. He holds a Series 65 credential and has previously worked at Empower Advisory Group and Personal Capital Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Douglas Pardieck is a financial advisor with Arax Advisory Partners, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Prime Capital Investment Advisors, and Edward Jones. Outside of advisory work, he operates as an independent insurance agent and serves as president of Talon Wealth Strategies LLC, a bookkeeping entity related to his advisory services. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house portfolio teams and independent managers, offering comprehensive financial planning, portfolio management, and access to alternative investments through various platforms.

Elliot Nygard is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior experience includes roles at First Western Trust and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm utilizes a quantitatively based, systematic investment process combined with multifactor risk models, offering a range of strategies including equity, fixed income, options/defined-outcome overlays, and alternative interval funds.