Maggie Kirchhoff is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Western Wealth Management LLC in Golden, CO. She has been with Western Wealth Management and LPL Financial since 2016 and previously worked at Wisdom Wealth Strategies from 2010 to 2016. Outside of her advisory role, she has involvement in fixed insurance brokerage activities. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives, utilizing various investment strategies and products across discretionary and non-discretionary platforms.

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.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

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.

Joshua Freedman is a CFA® charterholder with 18 years of industry experience. He is currently with Robertson Stephens, joining the firm in 2024 after roles at Ratio Wealth Group LLC, Ballast Equity Management, and Elk Creek Partners, LLC. Freedman is based in Denver, CO. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm combines personalized advisory services with model portfolios and oversight by an Investment Office and Committee, offering a range of portfolio management and planning services along with access to public and private investment funds.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Mutual of Omaha since 2016 and previously worked with the National Swimming Pool Foundation. Outside of advising, she serves as a volunteer marketing consultant for the Small Business Development Center in Colorado Springs and co-owns Jasper Restorations Corporation, where she handles administrative and marketing duties. Additionally, she creates content on TikTok. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and financial planning options. The firm operates within the Mutual of Omaha group and utilizes platform relationships to offer model portfolios and third-party manager solutions.

Elena Hernandez Rosenblum is a financial advisor at GenTrust with 11 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Prior to joining GenTrust, she worked at Goldman Sachs from 2016 to 2017. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm employs a multi-faceted investment approach combining fundamental, technical, and macroeconomic analysis with risk management and asset allocation strategies, and also offers wealth management, consulting, and concierge services.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at Allstate Financial Advisors, LLC and related Allstate entities for eight years. Quinn is also an independent insurance agent specializing in senior market sales. Sequent Planning, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management, financial planning, third-party model access, and retirement plan services using a structured risk framework and diversified investment strategies.

Mark Durant is a financial advisor with Western Wealth Management LLC based in Lakewood, CO. He holds a Series 66 designation and has 16 years of industry experience, including 14 years with LPL Financial. Outside of his advisory work, he is also active as a music artist. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, utilizing a range of investment strategies and platforms.

Michael Coleman is a financial advisor with Western Wealth Management LLC in Golden, Colorado. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Western Wealth Management in 2017, he worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies and third-party manager relationships.

Christopher Bruhl is a CFP® professional with 33 years of industry experience, currently serving at Western Wealth Management LLC since 2026. He has worked with LPL Financial since 2007. Outside of his advisory role, he acts in a fiduciary capacity for a family trust and provides executive management for a privately-held, family-controlled business focused on real estate holdings. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm employs a decentralized network of advisers and offers a wide range of investment strategies, including firm-designed models, third-party managers, and alternative investments, with comprehensive portfolio management and consulting services.

Christian Lewton is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at East Daley Capital Advisors, Inc. and Janus Capital Group. 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 approach, focuses on long-term equity and fixed-income investments, and offers additional services through its affiliated family office.

Troy Reeder is a financial advisor at MDRN Capital with 18 years of industry experience. His prior roles include positions at ATLAS Lifestyle Planning Group, Prudential Financial Planning Services, and Guardian Life Insurance. He serves as president of the board of directors for The Enclave at DTC Homeowners Association, a nonprofit organization in Englewood, CO. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Brian Merrigan is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Merrigan Financial, LLC, JD Mellberg, and Sun Cities Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, using tailored asset allocation strategies and a broad set of investment products.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes automotive work and recent academic studies. TCI Wealth Advisors serves a range of clients including individuals, business entities, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology for consolidated reporting, managing several billion dollars in client assets.

Dennis Cirbo is a ChFC® with 44 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2011. He has a long tenure with State Mutual Life dating back to 1980 and is the owner of Cirbo & Associates Financial Services, where he advises on insurance and financial strategies. Cirbo is also a Certified Financial Wellness Educator for the Financial Wellness Foundation. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and employs diverse investment approaches through its network of investment adviser representatives.

Josef Rau is a financial advisor at BOK Financial Securities, Inc. in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. BOK Financial Securities serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Barringer Martin is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with CCM Partners and RFS Partners since 2008. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account types and advisory mandates. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and derivatives, ESG screening, and data-science techniques.

William Davis is a financial advisor at Earned Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Earned Wealth Advisors, he worked at Beacon Pointe Advisors LLC and has a background that includes roles in healthcare and community testing services. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, focusing particularly on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning tools and discretionary management.

Gregory Carlin is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding a Series 65 credential with six years of industry experience. He has worked at The Milestone Group, Inc. since 2019 and previously at Bessemer Trust Company from 2011 to 2019. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm operates through multi-advisor teams using diversified asset allocation and both affiliated and unaffiliated sub-advisers, supported by its integration within a financial holding company structure that includes banking, trust, and broker-dealer affiliates.