Brandon Wyand is a CFP® professional with 11 years of experience in financial advising. He is currently with Savvy and has held previous roles at Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of finance, he has experience working in the winery industry. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support.

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.

Elliot Nygard is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior experience includes roles at First Western Trust and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm utilizes a quantitatively based, systematic investment process combined with multifactor risk models, offering a range of strategies including equity, fixed income, options/defined-outcome overlays, and alternative interval funds.

Benjamin Gilmore is a CFP® with 11 years of industry experience. He is currently with SEIA and SES LLC, having previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, as well as Charles Schwab and Charles Schwab Bank. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, primarily managing assets on a non-discretionary basis.

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.

John Sawyer IV is a CFA charterholder based in Denver, CO, with three years of industry experience. He currently serves as an advisor at First Foundation Advisors and has worked at Feif Capital Partners, Sunflower Bank, and St. Johns Investment Management Company. He also maintains involvement with Jsimco, LLC. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, utilizing an open-architecture, multi-asset investment approach. The firm is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing integrated banking and financial product relationships alongside advisory services.

Charles Hellums is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, GPS Wealth Strategies Group, Edward Jones, and Farmers Financial Solutions. Outside of his advisory work, he is involved in farming operations through Hellums Farms and K&H Farms, LLC. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors and employs a range of investment strategies across multiple asset classes.

Nya Nyapamba is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. They hold a Series 65 designation and have previously worked at firms including R. Kent Harris & Associates, Fidelity Investments, and U.S. Bank. Nyapamba is also an insurance agent licensed for life and health insurance. 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 incorporating both in-house and third-party models, fundamental and technical analysis, and includes non-traditional investments when appropriate.

Desmond Dimond is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and 12 years of industry experience. He has worked at Maia Wealth since 2017 and previously held roles at Simplicity Wealth, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of advising, he is the owner of Dimond Ventures LLC, a holding company for his interest in Maia Wealth, and acts as an insurance agent for various carriers. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, with offerings that include financial planning, retirement plan advisory, and institutional consulting. The firm applies a long-term investment strategy integrating fundamental, technical, and cyclical analysis, while incorporating technology and third-party platforms to manage ETF-based portfolios and automated rebalancing.

Braden Meese is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retirement-In-Focus Wealth Management and the City of Norwalk, CT. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, individual portfolio management, financial planning, pension advisory, and consulting to a wide range of clients, including high-net-worth individuals and charitable organizations. The firm employs fundamental analysis with a generally long-term investment approach and manages private funds focused on international and Israeli securities, alongside offering affiliated family-office and tax services.

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Bradley Engle is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been associated with GHP Investment Advisors since 2012. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based securities. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds, offering portfolio management and financial planning services tailored to client-specific guidelines.