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.

Andrew Justice is a financial advisor at Trajan Wealth, L.L.C. with 14 years of industry experience. He previously worked at Morningstar Investment Services, Inc. for nine years before joining Trajan Wealth in 2022. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved in insurance sales, working as an insurance agent during trading hours. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

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.

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.

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.

Christopher Kadowaki is a CFP®, ChFC®, and Series 65-licensed financial advisor with five years of industry experience. He is currently with Avantax Planning Partners, Inc. and has previously worked with firms such as Cetera and Facet Wealth, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm delivers these services through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

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.

Juliet Hull is a CFP® professional with 11 years of industry experience, currently advising at AlphaCore Capital LLC since 2026. Her prior experience includes roles at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing a diversified approach that includes traditional and alternative investment strategies as well as tax preparation and retirement plan advisory services.

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.

Willem Bloemsma is a financial advisor at Compound Planning, Inc. in Denver, CO, holding a Series 65 credential with nine years of industry experience. His previous roles include positions at Personal Capital and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm employs a customized, risk-based investment approach utilizing a variety of strategies and third-party partnerships, including tax-aware direct indexing and specialized lending solutions.

Michael Kloberdanz is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has been involved with Client One Securities, LLC since 2013. Outside of advisory work, he is active in marketing and sales of life insurance, fixed and fixed index annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Addison Freedle is a financial advisor at Sunbelt Securities, Inc. with a Series 65 credential and less than one year of industry experience. Prior to joining Sunbelt Securities, Freedle held positions at RBC Wealth Management and UGG. Outside of finance, Freedle has experience with the Loveland Volleyball Club. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion across several thousand accounts, offering portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Danielle Berz is a CFP® with 17 years of industry experience, currently with Modern Wealth Management, LLC since 2026. Her prior roles include positions at LPL Financial and Brown & Company, where she worked for several years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers comprehensive investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, guided by a centralized Investment Committee and employing a range of model portfolios and third-party managers.

Dean Dowson is a financial advisor with The AmeriFlex Group in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, Aveo Capital Partners, and Stephen A. Kohn & Associates. He is also involved in consulting and coaching through Kingpin Advisors LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and custodial arrangements to deliver tailored strategies, often acting as co-advisor or manager-of-managers in its client relationships.