Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.

Daniel Rust is a financial advisor at KCD Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial and Strategic Alliance Investment Advisors since 2007. Rust also owns a life and long-term care insurance sales business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Samuel La Porte is a financial advisor with BOK Financial Securities, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Fidelity Investments, Truist Investment Services, and BB&T Securities among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program as well as financial planning and consulting. The firm’s approach combines advisor-led client contact with research and asset allocation managed by its Strategic Investment Advisors.

Andrew Bourke is a financial advisor at Maia Wealth with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Simplicity Wealth, Sanford C. Bernstein & Co., LLC, and entrepreneurial ventures with Kernel Foods, Inc. and Made By Cruz, LLC. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. Maia Wealth offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and integrates technology platforms alongside traditional advisory services to construct and manage client portfolios.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.

Christopher Millius is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently an advisor at Facet Wealth in Denver, CO, having joined the firm in 2021. His prior work includes roles at Ernst and Young and Prudential Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across wealth levels, utilizing technology-driven processes and a flat subscription fee model rather than percentage-based asset fees.

Alan Scher is a financial advisor with Financial Gravity Family Office Services, LLC in Boulder, CO, holding a Series 65 credential and two years of industry experience. He is also a partner and Director of Tax and Accounting at Scher Group, PLLC, where he has worked since 2005, and serves as Vice President of Operations at Advanced Marketing Strategies, LLC, a management and accounting services firm. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often works with third-party sub-advisors, overseeing implementation and ongoing client monitoring.

Angela Lee is a PFS™ credentialed advisor with GHP Investment Advisors Inc in Denver, CO, where she has worked since 2020. She has five years of industry experience, including prior roles at Crowe LLP and GHP Horwath PC. Outside of her advisory role, she is president and shareholder of a cleaning services company and serves as secretary for a separate administrative services business. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach and uses fundamental analysis with a focus on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Heather Pacheco is a CFP® with 23 years of industry experience, currently serving as an advisor at The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where she remains involved as owner. She also serves as Treasurer for the Second Wind Fund and is an author and educator in the wealth management field. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Workman is a financial advisor at Apollon Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Purshe Kaplan Sterling Investments and Moloney Securities. His professional role focuses on wealth management advisory services. Apollon Wealth Management is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios across a variety of investment vehicles.

Jeffery Peoples is a financial advisor with Geneos Wealth Management, Inc. in Denver, Colorado, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2008 and at G5 Financial Group since 2009. Outside of his advisory practice, he serves as president of Hi-Lin Water & Sanitation. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs various analytical strategies and offers multiple platform options, servicing over $5.5 billion in client assets.

Lloyd Kull Jr. is a ChFC® with 12 years of industry experience. He has worked at Virtue Capital Management, LLC since 2019 and previously spent six years at Horter Investment Management, LLC. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing quantitative models and an active, model-driven investment approach.

Kalem Mackey is a CFP® professional with 10 years of industry experience, currently serving as Executive Vice President at Prosperity Capital Advisors. He has held roles at Foundations Investment Advisors, Elite Advisory Group, and C2P Capital Advisory Group. Outside of advisory work, he owns shares in Blu, LLC and C2P Enterprises, and is a licensed insurance agent involved in offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with portfolio supervision, offering access to alternative and structured investment products through third-party platforms.