Amy Kaufman is a financial advisor at Israel Investment Advisors, LLC in Denver, Colorado, holding a Series 65 credential with five years of industry experience. She has been with Israel Investment Advisors since 2019. Outside of her advisory role, Kaufman is the COO and co-owner of Xtra Mile Interpreting, a nationwide interpreting services company she has helped operate since 2009. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-centered investments through fundamental analysis and long-term portfolio management. The firm also serves as general partner of a private investment partnership specializing in Israeli securities.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Inland Securities Corporation for 15 years. Fisher is a co-founder and director of Sequent Real Estate + Wealth Management, a firm focused on securitized real estate transactions and wealth management. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Brecht Van Waes is a Series 65-licensed advisor with Trilogy Capital, Inc. in Denver, CO. He has held several roles in the finance and technology sectors since 2020, including positions at AVLO and Highspring @ Google. Prior to that, he worked at Adams State University from 2015 to 2021. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation framework incorporating both in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its advanced planning and private markets strategies.

Brannon Fisher is a CFP® with eight years of industry experience, currently serving at Simon Quick Advisors, LLC since 2019. He previously worked at Branzan Investment Advisors, Inc. and spent a decade at Bowdoin College. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and proprietary tax reporting tools.

Nicholas Zinn is a financial advisor at Curi Capital, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Curi RMB Capital and Charles Schwab. Prior to entering the advisory field, he was employed at Smith Capital Investors and AppTier LLC and attended Wake Forest University. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a focus on both equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021. His prior experience includes roles at Umb and Morgan Stanley, including Morgan Stanley Private Bank. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while often managing client relationships on a non-discretionary basis.

Nicholas Troiano is a financial advisor with Concurrent Investment Advisors, LLC based in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and TIAA. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

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.

Kael Stoaks is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch, each from 2017 to 2020, and has additional work experience in the retail and agricultural sectors. Cetera Planning Partners provides financial planning and investment advisory services primarily to individual and high-net-worth clients, many of whom are near or in retirement. The firm emphasizes a structured planning process with personalized financial plans and diversified portfolio management using mutual funds and ETFs.

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.

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 Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

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® with 25 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. based in Denver, Colorado, holding Series 65 and Series 63 licenses with 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard, including retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

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 Series 66 licensed financial advisor with seven years of industry experience. She has worked at The Huntington Investment Company since 2026 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2026. Outside of her advisory role, Lee works as a rideshare driver with Lyft and Uber. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank portfolio models.