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.

Collin Stauder is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at Plante Moran Financial Advisors since 2015. He holds the Series 65 license and is based in Denver, CO. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio services.

Frederick Churchley III is a financial advisor at ValMark Advisers, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at ValMark Advisers and ValMark Securities since 2003, and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory roles, he serves as Executive Director of the Mountain Resource Center, a community resource for struggling families, and provides insurance consulting services to a family trust. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

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.

Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2015 and 2016 respectively. He also serves as an independent insurance agent for Colorado Insurance Benefits Inc., specializing in property, casualty, auto, home, business, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money managers, and financial planning. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of investment and insurance products.

Jefferson Chan is a CFP® professional with one year of industry experience. He is currently with Mutual Advisors, LLC and previously worked at Illuminate Wealth Management, WorthyNest, Baker Hughes, and the University of Wisconsin-Madison. He also owns and operates Frontier Tax Advisory LLC, a seasonal tax preparation service for friends and family. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a variety of advisory services and manages portfolios using a combination of active and passive strategies tailored to client objectives, with notable scale in institutional asset management.

Deirdre McGuire is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential with 13 years of industry experience. She has been with GHP Investment Advisors since 2010. 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 uses a team approach and fundamental analysis focused on longer-term equity and fixed-income holdings, and also offers tax-preparation services through an affiliated family office.

Andrew Blunt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where he remains an owner. Blunt serves on the board of the Denver Community Credit Union. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Michael Morgan is a financial advisor with Momentum Independent Network Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 37 years at Neidiger, Tucker, Bruner, Inc. prior to joining Momentum Independent Network in 2023. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Shannon Lynch is a CFP® with 14 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Prior to that, Lynch held roles at Empower Advisory Group and Personal Capital advisors. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm’s investment process uses customized, risk-based allocations and integrates third-party sub-advisors and technology partnerships to provide diversified, tax-aware strategies.

Bryant Malloy is a CFP® professional at Facet with nine years of industry experience. He has worked at Facet Wealth since 2021 and also at CUSO Financial Services, LP since 2017. Prior to that, he was with Elevations Credit Union from 2014 to 2021. Facet Wealth offers subscription-based financial planning and discretionary investment management to both non-high-net-worth and high-net-worth individuals, primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms, while utilizing a flat subscription fee rather than percentage-of-assets charges.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

Jason Graybill is a CFA® charterholder with 13 years of industry experience. He has been with Carret Asset Management, LLC since 2008. Outside of his advisory role, he is a part owner of a real estate investment company. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, institutions, and other investment advisers. The firm employs tailored investment strategies based on fundamental research and offers a variety of specialized sleeves, managing accounts primarily on a discretionary basis.