Mathias Silberstein is a financial advisor at Mission Wealth Management, LP with four years of industry experience. He holds a Series 65 designation and has worked at firms including Lido Advisors, LLC and Colorado Financial Management. His background also includes roles in education at the University of Colorado at Denver and Denver Community College. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, typically long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, along with financial planning and consulting services.

Joseph Rusinko is a CFA® charterholder with five years of industry experience. He currently works at AlphaCore Capital LLC in Denver, CO, where he has been since 2026. His prior roles include positions at Elk River Wealth Management, WealthShield, BOK Financial Private Wealth, and CoBiz Financial. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Alan Holman is a CFP® with 28 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC since 2021. He previously worked at Cascade Financial Management for nine years and has operated his own practice, Alan Holman CFP, since 2010. Outside of advisory roles, he is involved in independent contracting through his personal holding company, ADH Wealth Management. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed investment strategies with locally managed portfolios and offers services including financial planning, portfolio management, retirement plan advisory, and consulting, utilizing a range of asset classes and tax management strategies.

John Reid IV is a financial advisor at McAdam LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. His diverse work history includes positions at Winter Park Ski Resort and the University of California Research Institute. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing fundamental analysis and incorporating specialized investment exposures to tailor portfolios according to client goals.

Moncherie Mason is a Retirement Plans Specialist at MissionSquare Retirement with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ICMA-RC Services, Global Retirement Partners, LPL Financial, and Principal Life Insurance. Mason is president of Cornerstone Tax and Financial Solutions, a tax preparation business, and serves as president of the board for The Second Chance Center, a nonprofit supporting the reintegration of formerly incarcerated individuals, as well as a trustee for the Blackhawks Youth Organization. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by model portfolios developed by Morningstar Investment Management.

Ryan Walls is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Outside of finance, Walls works intermittently as a paramedic with Denver Health & Hospital Authority and Haynes Ambulance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Jacob Kavalar is a financial advisor at CreativeOne Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining CreativeOne Wealth and The Guardian Group in 2026, his work history includes roles in real estate and retail sectors. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, plan sponsors, and other RIAs, managing primarily discretionary accounts through a combination of proprietary models and third-party managers. The firm offers a range of investment options including ETFs, mutual funds, and private investments, along with consultative services and sub-advisory roles.

Chad Stevens is a CFP®-certified financial advisor with Merit Financial Advisors, bringing six years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Stevens is based in Greenwood Village, CO. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Scott Marek is a CFP® professional with 13 years of experience in financial advisory. He is affiliated with Maia Wealth and has worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory role, Marek is involved in mental health coaching through a nonprofit app and supports community financial resilience initiatives via another nonprofit. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis. The firm integrates technology and third-party platforms in its approach, offering services that include financial planning, retirement plan advisory, and institutional consulting.

Harrison Sedmak is a CFP® with four years of industry experience currently at Facet in Denver, CO. He previously worked at Mercer Global Advisors Inc. and Fidelity Investments. Facet Wealth provides subscription-based financial planning and discretionary investment management to a diverse client base, utilizing technology-driven, model-based asset allocations with a focus on ETFs and a flat subscription fee structure.

Matthew Daley is a financial advisor at Howard Capital Management, LLC with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes 13 years at Gwfs Equities Inc/Great West Life & Annuity Insurance Company before joining Howard Capital Management in 2021. Howard Capital Management serves a diverse range of individual and institutional clients, offering discretionary portfolio management, private wealth services, and advisory solutions using proprietary tactical indicators and model portfolios primarily implemented with the firm’s own mutual funds and ETFs.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Aaron Bagully is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial, where he has been since 2023. Bagully also provides investment advisory services through his own independent firm, Western Wealth Advisors. Western Wealth Management serves a wide range of clients, including individuals, charitable and corporate entities, and pension plan sponsors, offering services such as portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisers utilizing a variety of investment strategies and third-party manager relationships.

Richard Galdieri is a financial advisor at Global View Capital Management LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Global View Capital Advisors, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Expana, FastMarkets, and Widespread Holdings. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment methods using an algorithmic research platform and offers a range of managed account options including SMA, mutual funds, ETFs, and third-party manager access.

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 in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GHP Investment Advisors, she worked at Charles Schwab & Co., Inc. and has a diverse background including roles outside of finance. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term approach and manages private funds, including those focused on international and Israeli securities, as part of its multi-team advisory services.

Michael Padilla is an investment advisor representative at Maridea Wealth Management with five years of industry experience. He previously worked for Motley Fool Wealth Management, LLC for eleven years. He also serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with AI productivity tools under human oversight.

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 at Csenge Advisory Group, LLC with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has held roles at Madison Avenue Securities, Lion Street Financial, and Cetera Advisors LLC. He is also CEO of Impact Wealth, LLC, a financial planning and insurance firm, and serves on the board of The Ridgeback Group, LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical investment process with an emphasis on relative strength, offering discretionary and model-based portfolio management through a large network of independent advisor representatives.

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.