Steven Ehnstrom is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 33 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, U.S. Bancorp Investments, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisors using a variety of model portfolios and strategies.

Steven Klosterman is a financial advisor at Halbert Hargrove with 31 years of industry experience. He has been with Halbert Hargrove since 2006 and holds a Series 63 designation. Outside of his advisory role, he serves as chairman of Klosterman Capital Corporation, a back-office support company, and is a general partner in the Klosterman Family Partnership, which invests in real estate and securities. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning services, utilizing an Investment Committee to oversee diversified portfolios and employing both independent managers and controlled AI tools in their process.

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.

Charles Rhoades II is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at LPL Financial, Pinnacle Wealth Management, U.S. Bancorp Investments, and Edward Jones. He also operates Rhoades Investment Corp, a business entity used for tax and investment purposes. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers comprehensive portfolio and retirement plan management using a decentralized model that combines firm-designed portfolios and access to multiple third-party strategies across various asset classes and programs.

Matthew Gunter is a financial advisor at Shelton Capital Management in Denver, CO, holding Series 63, 65, and 66 licenses with 22 years of industry experience. His prior roles include positions at RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Denver Investments, and Scout Investments. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors through various managed account structures and advisory mandates. The firm employs an active, discipline-specific investment approach incorporating fundamental, technical, and quantitative analysis, and utilizes options, derivatives, ESG screening, and data-science tools across its offerings.

Lawrence Giesing IV is a Series 66-licensed financial advisor at Maia Wealth with eight years of industry experience. His prior roles include positions at LPL Financial and Shokohi Wealth Management. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and model portfolios. The firm employs a long-term investment strategy supplemented by tactical adjustments and integrates technology and third-party platforms to implement and rebalance portfolios.

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.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at Bailard, Inc. and various non-financial roles during his studies at the University of Colorado Boulder. Outside of finance, he has experience working in the food service industry, including at Saucy Pizza. 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 combines fundamental, technical, and cyclical analysis with proprietary equity market valuation models and often utilizes third-party managers and alternative investments.

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.

Spencer Fugita is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently associated with M HOLDINGS SECURITIES, Inc. and Financial Designs Ltd, where he has worked since 2020. Prior to this, he held roles at Groff Team Advisors, Park Avenue Securities, Guardian Life Insurance, and Axa Advisors. Fugita serves as a board member of the Rocky Mountain Estate Planning Council. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides a mix of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Collin Walker is a CFP® with six years of industry experience, currently serving as a financial advisor at Trek Financial. His prior experience includes roles at Empower Advisory Group and Personal Capital. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools under governance and offering a broad range of model and alternative investment strategies.

Michael Scardaville is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Advisor Share, McDermott Investment Services, and Transamerica Financial Advisors. Outside of advisory services, he also works as an insurance agent marketing and selling life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and integrated execution infrastructure.

Brian Quill is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at multiple firms including Cavanal Hill Investment Management and BOK Financial Asset Management, where he also holds a compliance management role. BOK Financial Private Wealth, Inc. offers discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services primarily to high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a team-based investment approach supported by research from BOKF, NA’s Strategic Investment Advisors group and collaborates with affiliated sub-advisors such as Cavanal Hill Investment Management.