Michael Massey is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2004 to 2020 before joining Western Wealth Management and LPL Financial in 2020. Massey provides investment advisory services through Western Wealth Management, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers, employing a range of investment strategies and maintaining oversight through a home office and investment committee.

Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.

Trevor Hougardy is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 license and six years of industry experience. Before joining Maia Wealth in 2020, he worked at Colorado Wealth Group and has over a decade of experience at CoStar/Apartments.com. He is also an insurance agent and manages bookkeeping and payroll services for Colorado Wealth Group through a separate business. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within primarily long-term investment strategies. The firm integrates technology and third-party platforms, including robo-advisor services and formal estate and tax coordination, to support its clients’ diverse financial needs.

Ryan Groves is a financial advisor at Shelton Capital Management in Denver, CO, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Shelton Capital Management and RFS Partners since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various delivery methods including separately managed accounts and sub‑advisory mandates. The firm employs an active, discipline‑specific approach that integrates fundamental, technical, and quantitative analysis, utilizes options and derivatives strategies, applies ESG screening, and incorporates data-science and machine learning tools in its investment processes.

Scott Jackson is a CFP® with 36 years of experience in the financial services industry. He has been with Mutual Of Omaha Investor Services, Inc. and Mutual/United Of Omaha since 1988. Jackson is also the owner of Alpine Insurance & Investments, where he sells life, health, dental, disability, annuities, Medicare supplement, Medicare, property and casualty, and long-term care insurance. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Andrew Miller is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Miller works part-time as a pilot for United Airlines. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing firm-designed models as well as third-party strategies.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. He previously worked for various affiliated Motley Fool entities over an 11-year period. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm focuses on tax-aware, diversified portfolios using low-cost funds and ETFs, employs a primarily long-term investment horizon, and integrates AI tools for research and administrative support under human supervision.

Elizabeth Windisch is a CFP® professional with 22 years of industry experience. She is currently with Maia Wealth and previously held positions at firms including GPS Wealth Strategies Group, LPL Financial, and United Capital Financial Advisers, among others. Elizabeth is based in Denver, CO. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio management, incorporating technology and third-party platforms to implement ETF-based allocations and automatic rebalancing.

Bryton Kessel is a CFP® professional at RubinBrown Advisors LLC in Denver, CO, with three years of industry experience. His prior roles include positions at Beacon Pointe Advisors LLC and Pinnacle Wealth Management. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware strategies and technology tools in its financial planning process.

Michael Berens is a CFA® charterholder with two years of industry experience. He is currently an advisor at First Foundation Advisors and previously worked at Logia Portfolio Management LLC and First Western Trust. Berens also spent three years at Indiana University early in his career. First Foundation Advisors provides investment advisory and financial planning services to individuals, families, businesses, retirement plans, and investment companies. The firm employs a multi-asset, open-architecture approach and is distinctive for its affiliation with FirstSun Capital Bancorp, which integrates banking, trust, and insurance services with its advisory offerings.

Jesse Bryan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, with eight years of industry experience. Before joining CliftonLarsonAllen Wealth Advisors in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and at Bank of the West from 2015 to 2018. Outside of his advisory role, he is involved in operating an ATM cash service business and participates as an independent contractor for rideshare services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation, third-party managed programs, and both long-term and tactical investment approaches, integrating multidisciplinary planning through its Private Client Services model.

Geraldine Janiczek is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently with Arax Advisory Partners and has previously worked at Noven Financial Group, Inc. and SRS Capital Advisors, Inc. prior to that. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal management, third-party models, and tailored asset allocation.

Nicholas Darvin is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has been with American Independent Securities since 2010. Outside of his advisory role, he owns and operates Darvin Asset Management, which includes activities as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and third-party manager oversight using an open architecture approach, managing assets primarily on a non-discretionary basis.

Naomi Roy is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Root Financial Partners and has prior experience with firms including Merrill and Raymond James Financial Services Advisors, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Kip Hertzenberg is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is based in Golden, Colorado. 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 institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and multiple advisory programs.

Candace Montoya is a financial advisor at UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation with 13 years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also worked as a Zumba fitness instructor in 2016. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and uses a documented suitability review and risk-tolerance questionnaire to guide clients into model-based strategies, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Narine Avanesova is a financial advisor with UMB Financial Services, Inc. in Denver, Colorado, holding Series 65 and Series 63 credentials and having seven years of industry experience. She has been with UMB Financial Services since 2018 and has additional experience at UMB Bank dating back to 2008. UMB Financial Services, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability review process to align clients with model-based strategies.

Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.