Lee Busto is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Closetbox. In addition to his advisory role, he works as an insurance agent with Magellan Financial in Denver. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. 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 management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and LPL-sponsored programs.

Gerald Clas is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, Clas serves as a trustee of the Charles A. Clas Trust. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Ariel Bean is a financial advisor at Tucker Asset Management LLC with two years of industry experience. He holds a Series 65 credential and has prior experience at Vestigo Advisor Group. In addition to his advisory role, he assists clients with life insurance, Medicare, and annuity sales through his own insurance agency, The Bean Agency. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments through the CAIS platform.

Richard Garcia is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes seven years at Navy Federal Brokerage Service, LLC and Navy Federal Financial Group, LLC, along with prior roles at Pvg Asset Management and VIP Services, LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, supported by an investment committee overseeing due diligence and portfolio reviews.

Samuel Buchenau is a financial advisor with Curi Capital, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments, among other roles. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach with a combination of proprietary strategies and third-party managers.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Kelly Rose is a financial advisor at NWF Advisory Services Inc with 7 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Prudential Insurance Company of America, Bull Bear Bartz LLC dba Envision Financial Partners, and The Ameriflex Group. Outside of her advisory work, she is a brand partner for LifeWave, Inc., a direct sales company marketing phototherapy products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs across discretionary and non-discretionary relationships through an open-architecture Wealth Management Platform.

Collin Mc Kenzie is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to Wedbush, he worked at Charles Schwab and has held various roles including at Mckenzie & Snyder LLP and Pro-Clean Car Wash and Detailing. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, securities lending, and capital markets services.

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc. based in Denver, CO, holding the PFS™ designation and Series 65 license with 14 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, pension advisory, and consulting to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs fundamental analysis with a generally long-term investment approach and also manages private funds and pooled vehicles, offering additional services such as affiliated family-office tax preparation to select clients.

Bryan Hinmon is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Maridea Wealth Management in Denver, CO, where he has been since 2025 after previously working at Motley Fool Asset Management and Bulwark Capital Management. He is dually registered on a temporary basis with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates independent sub-advisers as appropriate, and applies approved AI tools under human oversight to support investment and administrative processes.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience, currently affiliated with AlphaCore Capital LLC since 2026. His prior roles include positions at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. He serves on the board of the Challenge Foundation, a charitable organization based in Englewood, CO. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides a range of services including tax preparation, trustee services, and ERISA retirement plan advisory.

Adam Hall is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at Western Wealth Management LLC and has been associated with LPL Financial since 2010. His background includes managing investment-related businesses affiliated with LPL Financial. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers a wide range of portfolio management and financial planning services, utilizing both firm-designed models and various third-party strategies.

Janelle Van Meel is a financial advisor at Savvy with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wambolt & Associates, LLC and Morgan Stanley. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Kimber De Loia is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 26 years of industry experience. Her prior roles include tenure at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. De Loia also operates DeLoia Wealth Management, a separate DBA under LPL Business. 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 who offer a range of portfolio management and financial planning services, utilizing both firm-designed and third-party model portfolios across various strategies.

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 63 licenses. His prior experience includes roles at Simplicity Wealth and MML Investors Services LLC. Owens is also licensed to provide life, variable, accidental, and health insurance products outside of his advisory work. Maia Wealth offers investment management and supervisory services to individuals, trusts, estates, and businesses, incorporating financial planning and retirement plan advisory. The firm utilizes a combination of fundamental, technical, and cyclical analysis, with portfolio reviews at least quarterly, and integrates technology alongside traditional advisory methods in its investment approach.

Alan Goodman is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Maia Wealth and has held roles at Simplicity Wealth, WealthSource Partners, LLC, Clear Creek Asset Management LLC, and Chrome Asset Management LLC. He serves as an industry liaison for the University of Colorado Boulder, managing relationships between the engineering departments and industry partners. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, businesses, and institutions, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory oversight with technology-driven solutions, including robo-advisor platforms and specialized estate and tax coordination services.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

James Ulrick is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Farther Finance Advisors, PNC Investments LLC, Merrill, Bank of America, and Charles Schwab, where he worked for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.