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, currently serving as an advisor at Virtue Capital Management, LLC since 2019. Prior to joining Virtue Capital Management, he worked at Horter Investment Management, LLC from 2013 to 2019. Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a mix of tactical, strategic, and dynamic investment approaches and operates a multi-team model to provide portfolio management, financial planning, and consulting services.

Kalem Mackey is a CFP® professional with 10 years of industry experience, currently serving as Executive Vice President of Prosperity Capital Advisors. He has previously worked at Foundations Investment Advisors, Elite Advisory Group, and Morgan Stanley. In addition to his advisory role, he is a licensed insurance agent and owns businesses including Superior Financial Planning, Inc. and Blu, LLC. Prosperity Capital Advisors is an SEC-registered adviser providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers access to alternative investments and third-party sub-advisors.

Steven Gibson is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Agentic Retirement Consultants, Gibson Capital LLC, and Aegis Financial. Outside of advisory work, Mr. Gibson is involved in insurance sales and serves as a wholesaler for annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives.

Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at firms including Personal Capital Advisors Corporation and Fidelity. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments.

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.

David Seufer is a CFP®, CFA®, and Series 66-designated advisor with 15 years of industry experience. He is currently with Triad Wealth Partners, LLC and has previously worked at firms including Nectarine, Gravitas Wealth Planning, WealthSource Partners, and Fidelity. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, offering sub-advisory investment management, tax-efficient model portfolios, and operational support. The firm’s model-driven investment process focuses on strategic asset allocation through diversified portfolios of mutual funds, ETFs, stocks, and bonds.

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® with 13 years of industry experience, currently serving as a financial advisor at BOK Financial Private Wealth, Inc. since 2019. Prior to this, he worked at LPL Financial and Brown & Company. Outside of his advisory role, he is a joint owner of an investment-related business in Denver. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management and financial planning services to high-net-worth individuals, trusts, estates, and institutional clients. The firm’s team-based investment process incorporates research from BOKF, NA’s Strategic Investment Advisors group and utilizes diversified portfolios with potential sub-advisors to tailor plans to client objectives.

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.

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.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

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.