Jack Seavall is a CFP®-certified financial advisor at Robertson Stephens with two years of industry experience. Prior to joining Robertson Stephens in 2024, he worked at the University of Colorado and Arapahoe High School. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Anna Graff is a financial advisor with Western Wealth Management LLC in Denver, CO. She holds the Series 66 designation and has three years of industry experience. Prior to joining Western Wealth Management, she has been affiliated with GPS Wealth Strategies Group and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives operating under various business names.

Derick Volle is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and LPL Financial. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm employs a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, institutional investment management, and participation in multiple advisory and wrap programs.

Joshua Park is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alpha 1 Tax & Wealth Management, Epiqwest Culver Wealth Advisors LLC, and Culver Investment Company, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.

Hunter Wyckoff is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and five years of industry experience. He has worked at several firms including Mutual of Omaha Investor Services and Securities America, inc. Wyckoff serves as chair of the board for Golden Young Professionals, a community organization based in Golden, Colorado. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management, and offers specialized services such as family-office and special-needs planning.

Daniel Ellis is a financial advisor at Western Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Western Wealth Management and LPL Financial since 2016. In addition to his advisory role, he is co-owner of an entrepreneurial venture named Core Progression. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates through a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing both firm-designed models and third-party strategies.

Brett Tomlinson is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Foundations Investment Advisors LLC and has previously worked at firms including Fidelity Brokerage Services and Sagepoint Financial. Outside of his advisory role, he serves as a sales representative for annuity and life insurance products through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored advice through discretionary and non-discretionary arrangements and utilizing model portfolios with an asymmetric rebalancing approach.

Janelle Mc Creary is a CFP® with nine years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Mariner Wealth Advisor, Moneta Group Investment Advisors, and Davis & Seiley Wealth Management. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies with third-party managers, offering services that range from wealth management to specialized solutions for medical professionals.

Brian O'Neil is a CFP®-certified financial advisor with 27 years of industry experience. He currently works at Certuity, LLC and has previously been with firms including JPMorgan Securities LLC, BNY Mellon, and U.S. Bancorp Investments. O'Neil serves as a board member and volunteer for the Foundation for Metropolitan State University, where he participates in investment oversight and audit committee activities. Certuity manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinctive multi-team structures including fund-of-funds vehicles and access to private markets.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Matthew Conley is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Savvy, Bank of America, Merrill Lynch, and Fidelity Investments. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm’s investment approach combines fundamental and quantitative analysis with strategic asset allocation across various asset classes, overseeing approximately $235 million in client assets.

Ernesto Montes III is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at GHP Investment Advisors Inc since 2019 and was previously with The Fiduciary Group, LLC from 2016 to 2019. Ernesto is based in Denver, CO. GHP Investment Advisors, Inc. provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as to pension plans, pooled vehicles, charities, and businesses. The firm employs fundamental analysis with a long-term orientation and manages private limited-partnership funds focused on international and Israeli securities.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.

Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. 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 utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.

Hyunsoo Jang is an investment advisor representative with Buck Wealth Strategies, LLC and holds the Series 63 and Series 66 designations. He has three years of industry experience and has worked at firms including Baird and Charles Schwab. Jang is also involved in consulting employers on retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Andrew Perry is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at EdgeRock Wealth Management, Personal Capital Advisors Corporation, and Denali. He is also involved in fixed insurance and annuity sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Mia Medina Bohanan is a financial advisor with AssuredPartners Investment Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at World Investments, Inc., Pensionmark Financial Group, Pensionmark Securities, LLC, and TrueNorth, Inc./IMA Wealth, Inc. She is also involved with AssuredPartners as a Senior Account Executive supporting retirement plan consulting. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with ERISA plan services and participant education.

Terry Tyler is a financial advisor with Royal Fund Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Royal Fund Management since 2015 and is also the President and sole owner of Durango Capital, Inc., operating as Legacy Retirement Services since 1996. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and options-writing overlays.