Naomi Roy is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Root Financial Partners and has prior experience with firms including Merrill and Raymond James Financial Services Advisors, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, tailoring portfolios to client objectives, risk tolerance, and tax considerations.

Kip Hertzenberg is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is based in Golden, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and multiple advisory programs.

Shawn Riley is a CFP® professional with 17 years of experience in the financial services industry, currently serving at Plante Moran Financial Advisors since 2014. His prior experience includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He serves as a board member of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Candace Montoya is a financial advisor at UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation with 13 years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also worked as a Zumba fitness instructor in 2016. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and uses a documented suitability review and risk-tolerance questionnaire to guide clients into model-based strategies, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has held roles at multiple firms, including Madison Avenue Securities, LLC, AE Wealth Management, LLC, and Parkland Securities. Outside of his advisory work, he is also a life insurance agent with E.A. Buck Insurance, a role he has maintained since 1984. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and it integrates third-party managers and financial-planning tools to implement customized strategies.

Narine Avanesova is a financial advisor with UMB Financial Services, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and having seven years of industry experience. She has been with UMB Financial Services since 2018 and has worked with UMB Bank since 2008. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account options and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with an investment approach that includes documented suitability reviews and model-based strategies.

Darrin Worthington is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Retirement Income Source, Lifeworks Advisors, RetireSMART, and Smart Advisor Network, as well as four years at Pfizer. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and sub-advisory arrangements. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

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.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO. She holds the Series 66 designation and has two years of industry experience with prior roles at E.A. Buck Financial Services and Madison Avenue Securities. Before her financial services career, she was involved with Kailua Beach Adventures from 2022 to 2024. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach with tactical asset allocation and sector rotation, and is known for its use of options strategies and integration of third-party money managers.

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 in Denver, CO, with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Howard Capital Management in 2021, he worked for Gwfs Equities Inc/Great West Life & Annuity Insurance Company from 2006 to 2019. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to manage discretionary portfolios and provide private wealth services.

Jose Luis Montiel is a financial advisor with Principal Advised Services, holding a Series 66 designation and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked at Principal Securities Inc. and Principal Life Insurance Company since 2010. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering integrated access to affiliated financial products and services.