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.

Joseph Zuramski IV is a financial advisor at Shelton Capital Management in Denver, CO, holding a Series 66 license with seven years of industry experience. His prior roles include positions at Franklin Distributors LLC, Legg Mason & Co, and MFS Institutional Advisors. Shelton Capital Management provides investment management services to a diverse client base, including mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, with some strategies utilizing options and other derivatives, as well as ESG screening and data-science tools in stock selection.

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.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO. He holds a Series 66 designation and has seven years of industry experience, including a seven-year tenure at Morgan Stanley. Outside of his advisory role, Payne is also active as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm applies a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, and is notable for its use of options strategies and routine engagement of outside money managers or TAMPs.

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.

David Grundy is a financial advisor at Merit Financial Advisors in Denver, CO, holding a Series 66 designation with two years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Thrivent Financial, as well as time as a self-employed professional. He serves on the board of the Rise Foundation, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management supported by a combination of fundamental, technical, and cyclical analysis.

Christopher Ricketts is a financial advisor at NWF Advisory Services Inc with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including OSAIC, The Ameriflex Group, Sagepoint Financial, Mass Mutual Investors Services, MetLife Securities, and Valic Financial Advisors. He is also the owner of Ricketts Financial, operating under the dba Trailhead Financial Group. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to construct and manage portfolios, offering a range of advisory and financial planning services.

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.

Patterson McKinlay is a financial advisor at Buck Wealth Strategies, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Retirement Partners, LPL Financial, Smallwood Financial, and Wells Fargo Advisors. Outside of his advisory role, he coaches youth soccer for the Colorado Rapids Youth Soccer Club. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes tactical asset allocation, sector rotation, and a relative growth/value framework, and it is notable for its use of options strategies and routine selection of outside money managers to implement portfolios.

Brandon Wyand is a CFP® professional with 11 years of industry experience. He is currently with Savvy and previously worked at firms including Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of financial advising, he has experience in the wine industry with Hartford Hill Winery. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs primarily index-based, long-term strategies alongside active equity portfolios and incorporates technology-driven tools, sub-advisers, and tax-aware approaches.