Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Andrew Bourke is a financial advisor at Maia Wealth with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Simplicity Wealth, Sanford C. Bernstein & Co., LLC, and entrepreneurial ventures with Kernel Foods, Inc. and Made By Cruz, LLC. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. Maia Wealth offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and integrates technology platforms alongside traditional advisory services to construct and manage client portfolios.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.

Christopher Millius is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently an advisor at Facet Wealth in Denver, CO, having joined the firm in 2021. His prior work includes roles at Ernst and Young and Prudential Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across wealth levels, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees.

Angela Lee is a PFS™ credentialed advisor with GHP Investment Advisors Inc in Denver, CO, where she has worked since 2020. She has five years of industry experience, including prior roles at Crowe LLP and GHP Horwath PC. Outside of her advisory role, she is president and shareholder of a cleaning services company and serves as secretary for a separate administrative services business. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach and uses fundamental analysis with a focus on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Heather Pacheco is a CFP® with 23 years of industry experience, currently serving as an advisor at The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where she remains involved as owner. She also serves as Treasurer for the Second Wind Fund and is an author and educator in the wealth management field. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Workman is a financial advisor at Apollon Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and Moloney Securities. His professional role focuses on wealth management advisory services. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a variety of investment vehicles.

Jeffery Peoples is a financial advisor with Geneos Wealth Management, Inc. in Denver, Colorado, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2008 and at G5 Financial Group since 2009. Outside of his advisory practice, he serves as president of Hi-Lin Water & Sanitation. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs various analytical strategies and offers multiple platform options, servicing over $5.5 billion in client assets.

Lloyd Kull Jr. is a ChFC® with 12 years of industry experience. He has worked at Virtue Capital Management, LLC since 2019 and previously spent six years at Horter Investment Management, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative models and an active, model-driven investment approach.

Donald Fitzsimmons is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Key Investment Services, Bancwest Investment Services, and Guardian Life Insurance Company. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Kalem Mackey is a CFP® professional with 10 years of industry experience, currently serving as Executive Vice President at Prosperity Capital Advisors. He has held roles at Foundations Investment Advisors, Elite Advisory Group, and C2P Capital Advisory Group. Outside of advisory work, he owns shares in Blu, LLC and C2P Enterprises, and is a licensed insurance agent involved in offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with portfolio supervision, offering access to alternative and structured investment products through third-party platforms.

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 the Series 65 and Series 66 designations. Her prior experience includes a decade at Personal Capital Advisors Corporation and roles at Empower Advisory Group and Compound Planning. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios composed of ETFs, mutual funds, stocks, and bonds, with investment decisions guided by a dedicated committee.

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 previously at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations using a range of investment strategies, including tax-aware direct indexing and alternative solutions, supported by partnerships with third-party sub-advisors and technology providers.

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 South Denver Windustrial. Esposito also operates Esposito Family Financial LLC, where he provides life and annuities insurance solutions. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm provides model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party platforms.

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® professional affiliated with BOK Financial Private Wealth, Inc. in Denver, CO, with 13 years of industry experience. He has previously worked at LPL Financial, LLC and Brown & Company. Outside of his advisory role, he is a joint owner of a real estate investment entity with his spouse. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, trusts, estates, and pension plans by providing discretionary and limited non-discretionary investment management and financial planning services. The firm uses a team-based investment approach supported by research from its Strategic Investment Advisors group and offers integrated custodial, trust, and administrative services through its affiliation with BOK Financial Corporation.