Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and at LPL Financial for 3 years. Bagully provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a broad range of services including portfolio management, financial planning, and access to multiple model portfolios and strategies.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with a Series 65 credential and one year of industry experience. His previous roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment process focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Robert Sutphin is a financial advisor at Israel Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at GHP Investment Advisors and SS&C Technologies. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds and serves as general partner of a private investment partnership.

Makenna Herbert is a financial advisor at GHP Investment Advisors Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Kimpton. GHP Investment Advisors offers discretionary and non-discretionary investment supervisory services, financial planning, and pension advisory to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private funds focused on international and Israeli securities.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Motley Fool Wealth Management, LLC for 11 years. Padilla serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and offers a range of financial and retirement plan advisory services.

Brandon Humphryes is a CFA® charterholder based in Denver, CO, currently with First Foundation Advisors. He has eight years of industry experience, having previously worked at Sunflower Wealth Advisors, First Western Trust, and E*Trade/Trust Company of America. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its corporate parent, FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.

James Teegarden is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served in various advisory roles across multiple firms, including Madison Avenue Securities and Lion Street Financial, and is the CEO of Impact Wealth, LLC, a firm focused on financial planning and insurance services. Teegarden is also a board member of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market strategy, and offers customized portfolio management through discretionary or model-based allocations.

Michael Pineda is a financial advisor at Lifemark Securities Corp. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Lifemark since 2017, following prior roles at Pruco Securities, LLC and Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent focusing on the sales and service of life insurance. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a variety of managed account programs and tailors advice through risk assessments, managing accounts on a discretionary or non-discretionary basis with custody maintained by third-party custodians.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.

Todd Pearson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Mutual Of Omaha and its affiliated insurance company since 1993. Outside of his advisory role, he serves as board chair of Greater Wyoming Big Brothers Big Sisters and volunteers on the board of a developmental preschool and daycare center. He also officiates football and softball games. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering comprehensive financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm utilizes approved model portfolios and third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sean Winthrop is a Series 66 licensed advisor with Winthrop Wealth in Denver, CO, and has four years of industry experience. His prior roles include positions at LPL Financial and Reliance Standard. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm emphasizes a long-term, prudent investment approach and combines in-house management with third-party Sub-Advisers to implement various strategies, managing approximately $3.1 billion in assets.

Paul Laffrenzen is a financial advisor at Shelton Capital Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through a variety of account structures. The firm employs a discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment processes.

Brenda Cox is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures from 2009 to 2020. Outside of advisory work, she serves as an investment banking consultant for Trinlogix and is a board member of Humane Colorado. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, employee benefit plans, and corporate entities. The firm employs a client-specific investment approach using both fundamental and quantitative analysis and often incorporates third-party sub-advisers and private fund investments.

Elias Park is a CFP® with eight years of experience in financial advisory roles, currently with McAdam LLC. He has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Director of Financial Planning for RetireUS, a marketing business. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, using a range of investment vehicles including mutual funds, ETFs, individual securities, and specialty exposures such as private funds and cryptocurrency.

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.

Rebecca Desoto is a CFP® credentialed financial advisor with 11 years of industry experience. She is currently with Maia Wealth and previously worked at Simplicity Wealth, Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. Desoto volunteers with Sobriety House, where she provides education on financial prudence, and also presents retirement planning seminars through CLC Incorporated. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses, offering investment management as well as financial planning and retirement advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach, incorporating both traditional oversight and technology-driven platforms.

Heather Klutznick is a financial advisor with Trilogy Capital, Inc. and holds Series 63 and Series 65 licenses. She has 28 years of industry experience and has been associated with Trilogy Capital and its related entities since 1999, also working at LPL Financial since 2017. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using both in-house and third-party model strategies and integrates advanced planning services that include budgeting, tax strategies, and real estate considerations.

Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.

Collin Metscher is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Sunbelt, he worked at NIMBL and alongside his advisory role, he is involved with Infinite Outdoors, LLC, a hunting and fishing platform company, focusing on marketing and sales. Sunbelt Securities, Inc. provides investment advisory services to individual and institutional clients through a network of representatives. The firm offers a flexible investment approach that includes discretionary portfolio management within its wrap-fee program, standalone financial planning, and referrals to third-party managers.