Michelle Mills is a financial advisor at Israel Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at GHP Investment Advisors, Kummer Financial Strategies, and FIDELITY Brokerage Services LLC. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and long-term investments in Israeli stocks and bonds, while also managing a private investment partnership as a general partner.

Barbara Devine is a financial advisor at Choreo, LLC with 34 years of industry experience. She holds a Series 66 designation and has previously worked at BDO Wealth Advisors, LLC, Cosyntris Advisory Network, LLC, and Purshe Kaplan Sterling Investments. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Leslie Mcmullen is a financial advisor at Maia Wealth with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Leslie is also an insurance agent for various carriers outside of her investment advisory role. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in a primarily long-term investment approach while incorporating tactical adjustments and uses technology and third-party platforms to implement ETF-based portfolios.

Rachael Camp is a CFP® professional with nine years of industry experience, currently serving at Creative Financial Designs, Inc. since 2020. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of her advisory work, she is involved in personal finance education as a co-creator and video contributor for All Street Academy and produces content on social media platforms including Twitter and YouTube. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Colson Ryan is a Series 65 credentialed advisor with GHP Investment Advisors Inc in Denver, CO, beginning his tenure in 2025. His background includes roles at the University of Colorado Law School and experience in the hospitality and retail industries. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term purchase orientation and sponsors private limited-partnership funds focused on international and Israeli securities.

Jonathan Jarboe is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Strategic Wealth Investment Group, and Western Union. In addition to his advisory work, he is also an insurance agent with various carriers. Maia Wealth serves individuals, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and institutional consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with a primarily long-term investment approach, incorporating technology and third-party platforms to implement diversified portfolios.

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.

Jack Sells is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and is based in Denver, CO. In addition to his advisory role, he works part-time as an assistant site manager at a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm’s investment process incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

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.

Ryan Croy is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Flagstaff House, and Wells Fargo Clearing. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, and manages approximately $13 billion in client assets.

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.

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.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.