Elise Paz is a financial advisor at Brighton Jones LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. She previously worked at Charles Schwab and has a background that includes roles outside of finance. In addition to her advisory work, she sells pottery on Etsy. Brighton Jones serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive wealth management through a Personal CFO model and family office services. The firm offers a range of investment options and integrates private-investment opportunities via its subsidiary Lenora Capital.

Jessica Caldwell is a CFP® professional with eight years of experience at Plante Moran Financial Advisors in Denver, CO. She has been with the firm since 2016. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Cole Petersen is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Edward Jones and Brokers Guild, among others. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based arrangements.

Lee Busto is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and has experience with companies such as Closetbox, Lyft, and Uber. Outside of advisory work, he is involved in insurance sales as an agent with Magellan Financial. Foundations Investment Advisors is a multi-advisor firm managing over $10 billion for a diverse client base, providing services including portfolio management, financial planning, and retirement plan support through nearly 300 investment adviser representatives.

Ariel Bean is a financial advisor with Tucker Asset Management LLC in Littleton, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Tucker Asset Management, Bean worked at Vestigo Advisor Group and has operated The Bean Agency since 2018, focusing on fixed insurance sales. Outside of advisory work, Bean is involved in real estate through co-ownership of The Royal Property Company. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic approach to asset allocation and incorporates growth, fixed income, alternative investments, and third-party managers in portfolio construction.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Navy Federal Brokerage Service, Navy Federal Financial Group, Pvg Asset Management, and VIP Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party firms and provides account monitoring, rebalancing, and optional overlay services.

Samuel Buchenau is a financial advisor with Curi Capital, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments, among other roles. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach with a combination of proprietary strategies and third-party managers.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. 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 managers through a proprietary advisory platform.

Kelly Rose is a financial advisor at NWF Advisory Services Inc with 7 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Prudential Insurance Company of America, Bull Bear Bartz LLC dba Envision Financial Partners, and The Ameriflex Group. Outside of her advisory work, she is a brand partner for LifeWave, Inc., a direct sales company marketing phototherapy products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs across discretionary and non-discretionary relationships through an open-architecture Wealth Management Platform.

Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Charles Schwab and has held positions outside the financial industry, including roles at The Woodcreek Club and Pro-Clean Car Wash and Detailing. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering a combination of brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding the PFS™ designation and Series 65 license with 13 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach, emphasizes fundamental analysis with a long-term investment focus, and offers additional services such as tax preparation through an affiliated family office.

Bryan Hinmon is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Motley Fool Asset Management, LLC and Motley Fool Wealth Management, LLC from 2016 to 2025 before joining Maridea Wealth Management LLC in 2025. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience, currently affiliated with AlphaCore Capital LLC since 2026. His prior roles include positions at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. He serves on the board of the Challenge Foundation, a charitable organization based in Englewood, CO. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Janelle Van Meel is a financial advisor at Savvy with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wambolt & Associates, LLC and Morgan Stanley. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Maia Wealth in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019, and also held a role at ACF Colorado between 2014 and 2017. Owens is licensed to provide life, variable, accidental, and health insurance products as a non-investment activity. Maia Wealth offers discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm’s investment approach blends fundamental, technical, and cyclical analysis with a long-term strategy that allows tactical adjustments, utilizing a combination of mutual funds, ETFs, individual securities, and third-party managers.

Alan Goodman is a Series 65-credentialed advisor with 12 years of industry experience. He is currently with Maia Wealth, where he has worked since 2023, following prior roles at WealthSource Partners, LLC and Chrome Asset Management LLC. Goodman also serves as an industry liaison at the University of Colorado Boulder, managing relationships between engineering departments and the industry. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a long-term investment approach that includes fundamental, technical, and cyclical analysis, with regular portfolio reviews and coordination with third-party tax and estate specialists.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. 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’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Jeffrey Loehr is a CFA® charterholder with 15 years of industry experience. He has been with SRS Capital Advisors, Inc. since 2016. He is based in Greenwood Village, Colorado, and is currently affiliated with Arax Advisory Partners. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.

Nathan Willis is a financial advisor at RedHawk Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at RedHawk Wealth Advisors since 2017. Outside of advisory services, Willis is involved with Alink Captive Insurance Services, where he assists clients with portfolio reporting, and he provides education on 401(k) accounts as well as consulting for a valuation firm. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, using a risk-managed, committee-driven approach supported by third-party tools and multiple platform arrangements.