Nya Nyapamba is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. They hold a Series 65 designation and have previously worked at firms including R. Kent Harris & Associates, Fidelity Investments, and U.S. Bank. Nyapamba is also an insurance agent licensed for life and health insurance. 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 uses a risk-based, diversified asset allocation approach incorporating both in-house and third-party models, fundamental and technical analysis, and includes non-traditional investments when appropriate.

Desmond Dimond is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. Dimond also owns Dimond Ventures LLC, a holding company for Maia Wealth, and works as an insurance agent with various carriers outside of his advisory role. Maia Wealth offers investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, with services including portfolio management, retirement plan advisory, and coordination with external tax and estate specialists.

Braden Meese is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retirement-In-Focus Wealth Management and the City of Norwalk, CT. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, individual portfolio management, financial planning, pension advisory, and consulting to a wide range of clients, including high-net-worth individuals and charitable organizations. The firm employs fundamental analysis with a generally long-term investment approach and manages private funds focused on international and Israeli securities, alongside offering affiliated family-office and tax services.

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Bradley Engle is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been associated with GHP Investment Advisors since 2012. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based securities. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds, offering portfolio management and financial planning services tailored to client-specific guidelines.

Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Mutual of Omaha Investor Services since 2016 and with Mutual of Omaha since 2015. Outside of his advisory role, he works as an independent insurance agent specializing in property, casualty, auto, home, business, and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning offerings. The firm works primarily via a platform relationship with Envestnet and offers a range of investment solutions, combining advisory and insurance services within the Mutual of Omaha group.

Jefferson Chan is a CFP® professional with one year of industry experience, currently serving at Mutual Advisors, LLC. Prior to joining Mutual Advisors, he held roles at Illuminate Wealth Management and WorthyNest, and worked four years at Baker Hughes. Outside of his advisory work, Chan operates a seasonal tax preparation service for friends and family through Frontier Tax Advisory LLC. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving unique clients such as sovereign wealth funds.

Deirdre McGuire is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential with 13 years of industry experience. She has been with GHP Investment Advisors since 2010. 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 uses a team approach and fundamental analysis focused on longer-term equity and fixed-income holdings, and also offers tax-preparation services through an affiliated family office.

Eric Cook is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Prior to that, he was with Hd Vest Investment Services for three years and has operated Barker Financial Services and Eric Scott Inc, both providing tax preparation and accounting services. He is also an Associate Real Estate Broker with HomeSmart Cherry Creek. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides customized portfolio management and model-based strategies using diversified allocations across multiple asset classes, with accounts reviewed at least quarterly.

Andrew Blunt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where he remains an owner. Blunt serves on the board of the Denver Community Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Michael Morgan is a financial advisor with Momentum Independent Network Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 37 years at Neidiger, Tucker, Bruner, Inc. prior to joining Momentum Independent Network in 2023. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Shannon Lynch is a CFP® with 14 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Prior to that, Lynch held roles at Empower Advisory Group and Personal Capital advisors. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment process uses customized, risk-based allocations and integrates third-party sub-advisors and technology partnerships to provide diversified, tax-aware strategies.

Bryant Malloy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Facet Wealth since 2021. He has prior experience at CUSO Financial Services, LP and Elevations Credit Union. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual members across various wealth levels. The firm uses a holistic financial planning approach called Total Financial Life Resources and emphasizes technology-driven, tax-efficient investment strategies without charging percentage-of-AUM fees.

Jason Graybill is a CFA® charterholder with 13 years of industry experience. He has been with Carret Asset Management, LLC since 2008. Outside of his advisory role, he is a part owner of a real estate investment company. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, institutions, and other investment advisers. The firm employs tailored investment strategies based on fundamental research and offers a variety of specialized sleeves, managing accounts primarily on a discretionary basis.

Amy Kane is a CFP® professional with five years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. in Denver, CO. Her previous roles include positions at Ashton Thomas Securities, Ashton Thomas Private Wealth, Baird, Wells Fargo, and US Bank. 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, utilizing both in-house models and third-party sub-advisors, and incorporates advanced planning that includes real estate considerations and retirement plan consulting.

Emily Arnold is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. Her prior roles include positions at Jameson Financial Solutions, Madison Avenue Securities, Buck Wealth Strategies, and MASSMUTUAL Life Insurance Company. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across about 29,615 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of investment adviser representatives.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Mission Wealth Management in 2024, he was a student for ten years. Mission Wealth Management is an SEC-registered multi-team advisory firm with 135 advisors managing approximately $17 billion. The firm serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized portfolio management, financial planning, and consulting services using a tiered, customized service model.

Steven Down is a financial advisor with Mutual Advisors, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Financial Security Management, Inc. and National Planning Corporation. Outside of his advisory role, he serves on the advisory board of Endera Corp, a clean energy vehicle company, where he provides guidance on budgeting, planning, and strategic forecasting. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, selection of third-party money managers, and wrap fee programs to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Stacie Craddock is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. for 18 years. Craddock also owns and operates a consulting business focused on general business and RIA consulting. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm delivers investment advice and account management through a platform model utilizing third-party managers and Envestnet, offering a range of advisory programs, managed accounts, financial planning, and brokerage services.