Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes a decade at Personal Capital Advisors Corporation and roles at Empower Advisory Group and Compound Planning. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios composed of ETFs, mutual funds, stocks, and bonds, with investment decisions guided by a dedicated committee.

Jack Miskulin is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with two years of industry experience. His work history includes roles at GHP Investment Advisors and previous positions in various service and corporate environments. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.

Jake Orsborn is a financial advisor with Curi Capital, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Curi Capital, he worked at Adobe, Inc., AMG National Trust, and Transtar Insurance Brokers, Inc. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, offering a range of wealth management, retirement plan, and family office services.

Benjamin Beasley is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has worked at CreativeOne Wealth and The Guardian Group since 2024. Prior to his advisory career, he held various roles including positions at the University of Colorado - Boulder and in the hospitality sector. Beasley is also involved in financial planning and administrative duties related to insurance products at The Guardian Group. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Martin Walsh is a CFP® professional affiliated with BOK Financial Private Wealth, Inc. in Denver, CO, with 13 years of industry experience. He has previously worked at LPL Financial, LLC and Brown & Company. Outside of his advisory role, he is a joint owner of a real estate investment entity with his spouse. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, trusts, estates, and pension plans by providing discretionary and limited non-discretionary investment management and financial planning services. The firm uses a team-based investment approach supported by research from its Strategic Investment Advisors group and offers integrated custodial, trust, and administrative services through its affiliation with BOK Financial Corporation.

Jessica Donovan is a CFP® professional with 10 years of industry experience, currently advising at SteelPeak Wealth, LLC since 2026. Her prior roles include positions at Royal Alliance Associates, INC., Sii, and Signature Estate & Investment Advisors, where she served as an advisor for over a decade. She holds a California insurance license in a non-producer capacity. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, retirement consulting, discretionary portfolio management, and alternative investment strategies. The firm utilizes proprietary and custom model portfolios and provides access to private placements and non-purpose loan solutions.

Scott Lieb is a financial advisor at Citizens Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities, First Republic Securities, and Blue Ocean Companies. He is currently based in Denver, CO. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary and non-discretionary portfolio management, as well as advisory services including tax, estate, and business consulting.

David Richey is a financial advisor with Western Wealth Management LLC in Boulder, CO, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Western Wealth Management since 2016 and previously spent 15 years at CUNA Brokerage Services, Inc. His other business activities include operating David E. Richey, Inc. as an investment-related entity. Western Wealth Management serves individuals—including high-net-worth clients—as well as corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management and consulting services, utilizing firm-designed and third-party model portfolios across various strategies.

Muhammad Jalill is a Series 65-licensed financial advisor at Earned Wealth Advisors, LLC with four years of industry experience. He previously worked at Fisher Investments and Parallel Financial. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by third-party consultants and an internal committee.

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial for 28 years before joining Winthrop Advisory Group in 2017. Outside of his advisory role, he serves as a Massachusetts Notary Public. Winthrop Wealth provides discretionary and non-discretionary 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, prudence-based investment approach combining in-house and third-party management, with a client base that includes both retail and institutional entities.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Thomas Gillin is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Maia Wealth since 2021, with prior roles at Amazon and several other companies. Outside of his advisory work, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis within a long-term investment strategy, integrating technology and third-party platforms to implement ETF-based portfolios and offering specialized estate and tax coordination services.

Julia Thayer is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 credential and based in Boulder, CO. She has less than one year of industry experience. Prior to her advisory role, she worked in the restaurant industry for several years. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis investment process with a relative strength emphasis, customizing portfolios using discretionary management or model-based allocations.

Lauren Sigman is a CFP® professional with 5 years of experience at Robertson Stephens Wealth Management and a total of 27 years in the financial services industry, including prior roles at All Season Financial Advisors and her own firm, SIGMAN FINANCIAL FITNESS. She is based in Denver, CO. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans with a range of services including portfolio management, financial planning, and access to public and private funds. The firm combines advisor-driven advice with centrally developed model portfolios and oversight by an Investment Committee.

Nathan Bengali is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analyses, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Kathryn Heet is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at T-Mobile, Robert Half, Greenspoon Marder LLP, and Dish Network. 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, beginning client relationships with financial planning or alternative data reviews and implementing portfolios focused on longer-term equity and fixed-income holdings.

Garrett Shelton is a Series 66-licensed financial advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at Thrivent Financial and American Income Life. Outside of finance, he works as a snow carver and sculptor on a contract basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm combines advisory, brokerage, and insurance services within the Mutual of Omaha group.

Miles O'Neill is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining GHP Investment Advisors, he worked at Equitable Advisors and has held various roles in the food service and retail industries. 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, focusing on fundamental analysis with an emphasis on longer-term equity and fixed-income holdings, and offers additional services such as tax preparation through its affiliated family office.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Mercer Global Advisors, Buckingham Asset Management, M&A Consulting, GHP Investment Advisors, and Transitions Wealth Management. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and pension plans. The firm employs a team-based investment process supported by research from its Strategic Investment Advisors group and offers integrated services through its affiliation with BOK Financial Corporation.

Rae Nathan is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. Prior to joining Trilogy, Rae held roles at KPMG and worked within the Department of the Prime Minister & Cabinet and Public Service Commission. Rae also holds a Series 65 credential and is licensed as a life and health insurance agent with various carriers. 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 framework that incorporates both in-house models and third-party sub-advisors, offering discretionary and non-discretionary portfolio management alongside advanced planning and retirement consulting.