Stacie Craddock is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. for 18 years. Craddock also owns and operates a consulting business focused on general business and RIA consulting. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm delivers investment advice and account management through a platform model utilizing third-party managers and Envestnet, offering a range of advisory programs, managed accounts, financial planning, and brokerage services.

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., 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 with GenTrust, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. She has worked at GenTrust since 2017, following a one-year tenure at Goldman Sachs. 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. The firm combines fundamental, technical, and macroeconomic analysis with risk management and customized portfolio solutions, offering wealth management, financial planning, and consulting services.

Drew Elwell is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Simplicity Wealth, Drew was associated with Maia Wealth, LLC and BennCo Advisors, and has a background that includes education roles at CU Boulder and local schools. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment strategy using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisors.

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.

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.

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.

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. with seven years of industry experience. He holds a Series 65 designation and previously worked at Bessmer Trust Company for eight years. Carlin is based in Denver, CO. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment approach utilizing research from BOKF, NA’s Strategic Investment Advisors group and offers diversified portfolios with fiduciary support and customized financial plans.

Christopher Whittaker is an advisor at Intellicents Investment Solutions Inc. based in Golden, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes roles at Voya, OneAmerica Securities, American United Life, Advised Asset Group, and Empower Retirement. Outside of his advisory work, he owns a condo rental listed on Airbnb in Puerto Vallarta, Mexico. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering ERISA plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer.

Willem Bloemsma is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Empower Advisory Group and Personal Capital. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting, operating as a fiduciary to tailor risk-based model allocations to client goals.

Cara Sosebee is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, holding a Series 65 designation with three years of industry experience. She previously worked at Cherry Creek Family Offices, Brownlie & Braden Advisors, LLC, and Ernst & Young, LLP. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach including portfolio management, asset consulting, and manager selection, and offers both discretionary and non-discretionary client services.

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.