Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

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.

Bryant Malloy is a CFP® professional at Facet with nine years of industry experience. He has worked at Facet Wealth since 2021 and also at CUSO Financial Services, LP since 2017. Prior to that, he was with Elevations Credit Union from 2014 to 2021. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while utilizing a flat subscription fee rather than percentage-of-assets charges.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

Austin Myers is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including SRS Capital Advisors, Cedrus LLC, Penn Mutual, and Northwestern Mutual. Outside of advisory roles, Myers is also licensed to place life insurance policies through Penn Mutual. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both internal and external managers across traditional and alternative investments.

Maggie Kirchhoff is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Western Wealth Management LLC since 2016, following prior roles at Wisdom Wealth Strategies, Cadaret, Grant & Co., and National Planning Corporation. Outside of advisory services, she is a joint owner of a residential property in Denver. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs a decentralized structure 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.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 designation and with two years of industry experience. Prior to joining Mission Wealth Management, he was a student for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers comprehensive wealth management, financial planning, investment management, and consulting services with a “total picture” approach that integrates investment, tax, trust, philanthropy, and risk planning tailored to client needs.

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 at Mutual Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Security Management, Inc. and National Planning Corporation. Outside of his advisory work, he serves on the advisory board of Endera Corp, a clean energy vehicle company. Mutual Advisors, LLC manages a diverse client base that includes individual investors, trusts, retirement plans, qualified purchasers, and institutional clients. The firm offers a range of advisory services using a combination of active and passive investment strategies tailored to client objectives, and it is notable for managing approximately $9.45 billion across 154 advisors, including service to sovereign wealth funds.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Mutual of Omaha Investor Services since 2017 and also serves as an insurance representative with Mutual of Omaha Insurance Company. Outside of her advisory role, she volunteers as a marketing consultant for the Small Business Development Center in Colorado Springs and is involved in several business ventures including co-ownership of Jasper Restorations Corporation and content creation on TikTok. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and financial planning solutions. The firm operates through partnerships with platforms like Envestnet and custodians such as Pershing, and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Elena Hernandez Rosenblum is a financial advisor at GenTrust with 11 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining GenTrust, she worked at Goldman Sachs for one year. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to a diverse client base, including individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven investment approach that incorporates fundamental, technical, and macroeconomic analysis, along with AI-enabled research tools and customized portfolio construction.

James Quinn is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Global View Capital Management LLC. His prior work includes roles at Allstate Financial Advisors, Sequent Planning, and B. C. Ziegler and Company. He is also an independent insurance agent, offering insurance products and services alongside his advisory practice. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research through its affiliate AdvisorGuide, LLC.

Drew Elwell is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Simplicity Wealth and BennCo Advisors, as well as experience in education and hospitality. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm incorporates technology and third-party platforms in portfolio implementation and offers specialized services including institutional consulting and estate and tax coordination.

Mark Durant is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial for 13 years, Sunset Financial Services, Inc. for 2 years, and Edward Jones for 1 year. Outside of his advisory work, he is also active as a music artist. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering a range of portfolio management and financial consulting services supported by multiple custodial platforms and a variety of investment strategies.

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 experience in the financial services industry. He is currently with Western Wealth Management LLC and previously worked at LPL Financial for 19 years and Northwestern Mutual Investment Management for 2 years. He serves as a fiduciary for a revocable living trust and provides executive management to a family-controlled business. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of advisers, utilizing a range of investment strategies and multiple custodial 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.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds the Series 63 and Series 65 licenses and has approximately one year of industry experience. Prior to joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes roles outside the financial industry. 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 strategy using institutional asset-class funds, ETFs, and mutual funds, supported by a multi-advisor team managing several billion dollars in 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.