Chandler Te Velde is a financial advisor at Maia Wealth with 8 years of industry experience and holds a Series 65 credential. His career includes roles at MML Investors Services and longstanding service at Maia Wealth since 2016. Outside of his advisory role, he manages a personal podcast through The Naked Call partnership. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis to implement primarily long-term investment strategies. The firm integrates technology and third-party platforms, offers estate and tax coordination services, and manages portfolios using a range of securities including ETFs and independent managers.

Trevor Emery is a financial advisor at Choreo, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2023, he worked at BDO Wealth Advisors, LLC and Cosyntris Advisory Network. 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 focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Daniel Courtney is a CFP® professional with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Crestmoor Partners, LLC, Advisors Asset Management, Inc., Roka Capital Advisors, Block Advisors, and Blend Financial, Inc. He maintains Crestmoor Partners LLC temporarily to close out the business. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware practices and technology tools in its financial planning process.

Jason Shidler is a financial advisor at Shelton Capital Management with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Robeco Miami B.V. and Schroders Investment Management. Outside of his advisory role, he is involved in property management through ownership of several rental properties. Shelton Capital Management provides investment management services to mutual funds, institutional clients, retirement plans, government entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science tools into its investment strategies.

Driss Graoui is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Simplicity Wealth, UBS Financial Services, and CoBank. Outside of his advisory work, he is also a licensed insurance agent representing various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis to construct and manage portfolios.

Nathan Simpson is a Series 65 licensed financial advisor with Howard Capital Management, Inc. in Denver, CO. He has 12 years of industry experience and has been with Howard Capital Management since 2012. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers, while also serving as sub-adviser and investment adviser to proprietary mutual funds and ETFs. The firm uses proprietary technical indicators to guide tactical investment strategies and supports retirement plan participants through various web-based tools and programs.

Mitchell Bertrand is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, Edward Jones, Aflac, and held roles at the University of Missouri Columbia. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, utilizing committee-approved portfolios and integrating tax and accounting services through its affiliation with a national professional services firm.

Michael Sullivan is a CFP® with 17 years of industry experience and holds Series 63 and Series 65 licenses. He is affiliated with Israel Investment Advisors, LLC and has worked at Ghp Investment Advisors, Inc. since 2008. Israel Investment Advisors, LLC is an SEC-registered investment adviser managing approximately $46 million for high-net-worth individuals and institutional clients. The firm focuses on Israel-based securities using fundamental analysis and provides discretionary and non-discretionary portfolio management along with financial planning services.

Anne Kiser is a financial advisor at Maia Wealth with seven years of industry experience. She holds a Series 65 designation and has worked at Maia Wealth since 2020, previously holding roles at Simplicity Wealth, NYLIFE Securities, and New York Life Insurance Company. She is also licensed as an insurance agent with various carriers. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis in a primarily long-term investment approach that incorporates technology and third-party platforms for portfolio implementation and rebalancing.

Michaela Sullivan is a financial advisor at Savvy with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined nine years. She serves on the board of directors and as treasurer for the Cat Care Society, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies with tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.

Gary Starner is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Sound Income Strategies, he worked at Edward Jones and has diverse experience in various industries including automotive and insurance sales. He is also involved with Retirement Income Source, where he focuses on fixed insurance sales and client acquisition for investment advisory and insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad range of clients including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized managed portfolios alongside financial planning and ERISA plan services.

Cynthia Burton is a financial advisor at BOK Financial Private Wealth, Inc. with CFP® and ChFC® designations and over 20 years of industry experience. She previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by BOKF, NA’s Strategic Investment Advisors group and offers fiduciary support and asset-allocation guidance for various retirement plans.

Edward Durica III is a CFA® charterholder with 13 years of industry experience. He is currently with AlphaCore Capital LLC and previously spent 21 years at Johnston & Associates, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Joshua Fudge is a financial advisor at Shelton Capital Management with 19 years of industry experience. He has worked at Shelton Capital Management since 2019 and previously spent three years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as treasurer for a local elementary school PTA, where he oversees general financial matters. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and the use of data science and machine learning in their stock selection.

Kevin Mann is a CFP® with 20 years of industry experience currently serving at Compound Planning, Inc. He previously worked at Personal Capital Advisors Corporation, Gwfs Equities, Inc., and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a risk-based investment approach using a combination of fundamental, technical, and modern portfolio theory analysis and incorporates third-party sub-advisors and advanced technology solutions.

Loren Knaster is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Curi Capital, he worked at RMB Capital Management since 2011. Outside of financial advising, he owns LBK Media, LLC and has worked as a freelance sports caster since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Steven Minturn is a CFA® charterholder with four years of industry experience. He has worked at Forum Financial Management, LP since 2021 and previously held roles at BMO Asset Management in both the US and EMEA regions. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Ross Billows is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Inc. for 16 years and has been affiliated with LPL Financial since 2016. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives and offers comprehensive portfolio management, financial planning, and access to multiple investment strategies and sponsored programs.

Karl Schwinck is a financial advisor at Ashton Thomas Private Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at USCA Securities LLC, M. S. Howells & Co, and Wells Fargo Clearing. Outside of advisory work, he is involved in a holding firm, Single Track Attack LLC, which manages revenue flows for his affiliated businesses. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base including individuals, trusts, family offices, and institutional accounts. The firm uses a platform model with access to third-party managers and employs a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

John Kim is a CFP® with 15 years of industry experience, currently serving at BOK Financial Securities, Inc. in Denver, CO. His prior experience includes roles at The Huntington National Bank, UMB Financial Services, and CoBiz Wealth. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with advisor-led client interactions.