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.

Max Valenta is a CFP® with three years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. Prior to joining Concurrent, he worked at Morgan Stanley for four years and has experience in media-related roles at Fox Sports and Fox News. Outside of financial services, Valenta has been involved in entrepreneurial ventures, including running a barbecue business and a reselling operation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

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 financial advisor at Winthrop Wealth in Denver, CO, holding a Series 66 designation with three 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 employs a long-term investment approach involving goal analysis, policy development, portfolio construction, and monitoring, combining in-house management with third-party sub-advisers.

Jesse Ramer is a financial advisor with Western Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and Charles Schwab. Outside of advisory work, he provides administrative support to Western Wealth Management. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients, offering comprehensive portfolio management, financial planning, and investment services. The firm operates as a decentralized network of investment adviser representatives and employs a range of strategies, including model portfolios and alternative investments.

Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 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 services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

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.

Duane Smith is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. and Stifel Nicolaus & Co. Inc. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet for investment management and trading, and is notable for its integration with Hilltop affiliates in its municipal bond strategies and cash management programs.