Nicholas Troiano is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at TAVO Wealth, Raymond James & Associates, TIAA, and Morgan Stanley. He is based in Denver, CO. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by strategic asset allocation, operational tools, and affiliated sub-advisory arrangements.

Michaela Speer is a CFP® and ChFC® with eight years of industry experience, currently serving at Larson Financial Group, LLC since 2022. Her prior roles include positions at Physicians Thrive, LLC, Northwestern Mutual, and Miss Molly's Coffee Co. She has a background that spans financial advising and previous entrepreneurial activities. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a blend of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research and documentation tools.

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Theodore Swenson is a CFP® professional with 28 years of experience in financial advisory roles. He is affiliated with CWM, LLC and has previously worked at firms including Carson Group Partners, Cetera Wealth Services, Western Wealth Management, and LPL Financial. Swenson is a co-founder of Valorem Financial, a financial services firm. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services, employing a discretionary account management approach guided by an in-house Investment Committee and utilizing various analytical techniques and customization tools.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® and Series 63 designations and has 23 years of industry experience. His career includes long-term roles at New York Life Insurance Company, Nylife Securities, and High Point Financial Group, LLC, where he is also involved in insurance brokering outside registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chad Williams is a CFP®-certified financial advisor with 26 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior experience includes roles at Aveo Capital Partners, DMK Advisor Group, Stephen A. Kohn & Associates, First Allied Advisory Services, and Capital Investment Management. He is also involved with Rockhaven LLC, which manages revenue from his advisory and insurance activities under Aveo Capital Partners and DMK Advisor Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence, and it manages proprietary multi-strategy retirement funds.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes qualitative and quantitative analysis to provide retirement plan advisory, financial planning, and wealth management services.

Vanessa Ramich is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She previously worked at J.P. Morgan and Walton Enterprises before joining Cresset in 2021. Outside of her advisory role, she serves as a trustee for a client’s family trust. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, and institutional entities. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities providing comprehensive wealth management and advisory services.

Soo Lee is a financial advisor with The Huntington Investment Company in Arvada, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Huntington in 2026, Soo worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years combined. Outside of finance, Soo participates in ride-share programs as a contractor for both Lyft and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs and portfolio management options.

Rachel Carlson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at D.A. Davidson and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Paul Krepinski is a financial advisor at The Huntington Investment Company with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Edward Jones, Empower Advisory Group, and Charles Schwab in various capacities from 2015 to 2025. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate portfolio management, with custodial services through National Financial Services.

Evan Schumacher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.