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 financial advisor at McAdam LLC in Westminster, CO, with eight years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining McAdam, he worked at Purshe Kaplan Sterling Investments and Madison Avenue Securities. He is also the Director of Financial Planning at RETIREUS, a marketing firm. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth clients. The firm provides financial planning, investment management, and retirement plan consulting, managing portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with services tailored to client objectives.

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®-certified financial advisor with 10 years of industry experience, currently affiliated with Maia Wealth. Her prior roles include positions at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. She volunteers at Sobriety House, where she provides financial education, and presents retirement planning seminars through CLC Incorporated. Maia Wealth offers investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term investment approach complemented by tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios that include mutual funds, ETFs, and securities.

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.

Steven Ehnstrom is a financial advisor with Western Wealth Management LLC based in Golden, Colorado. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, U.S. Bancorp Investments, Inc., and UBS Financial Services. 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 portfolio management, financial planning, and retirement consulting services using both firm-designed and third-party investment strategies.

Spencer Hall is a financial advisor with McAdam LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has been with McAdam since 2018 and previously worked in tech marketing and at the University of Maryland. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of financial planning, investment management, and retirement consulting services.

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

Stephen Hartel is a financial advisor at Maia Wealth in Denver, CO, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior positions include roles at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. Outside of finance, he works as a firearms safety training instructor and range officer. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using mutual funds, ETFs, and individual securities. The firm combines fundamental, technical, and cyclical analysis in its investment approach, incorporating technology and third-party platforms to manage portfolios and offer specialized estate and tax coordination services.

Naomi Rominski is a financial advisor at Geneos Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. from 2011 to 2020. In addition to her advisory role, she serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Charles Rhoades II is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and LPL Financial. He is also involved with Rhoades Investment Corp, a non-investment-related business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisers, utilizing a variety of investment strategies and access to multiple advisory programs.

Matthew Gunter is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 65, Series 66, and Series 63 credentials and has 22 years of industry experience. His prior roles include positions at RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investments. 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 approach combining fundamental, technical, and quantitative analysis, incorporating options and derivatives strategies, ESG screening, and data-science techniques.

Lawrence Giesing IV is a financial advisor at Maia Wealth with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Shokohi Wealth Management, and Western Wealth Advisors. 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 employs a long-term investment strategy with tactical adjustments and integrates technology platforms and third-party services in portfolio implementation.

Sean Lorenz is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and AEM Partners, LLC, where he provides financial and investment advice and is involved in the sale of insurance and annuities. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Donohue Feiman Retirement Plan Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.

Jonathan Miller is a financial advisor at SpiderRock Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlackRock Investments, Virtus Investment Partners, and VP Distributors LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, using a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm emphasizes listed derivatives and dynamic option overlays to manage risk and enhance portfolio returns.

Reed Mccoy is a CFP® with 12 years of industry experience, currently serving at Israel Investment Advisors, LLC. He has worked previously at CAPTrust and has been with GHP Investment Advisors since 2017. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through both discretionary and non-discretionary portfolio management. The firm emphasizes a long-term, fundamental analysis approach to investing in Israeli stocks and bonds, and acts as general partner of a private investment partnership.