Nicholas Griebenow is a financial advisor at Shelton Capital Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Shelton Capital Management since 2018. Outside of his advisory work, he assists in managing a family condominium in Steamboat through Airbnb. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, utilizing options, derivatives, and ESG screening in its portfolios.

Virginia Wu is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Curi Capital, LLC and has previously worked at firms including Fidelity Investments and Geneos Wealth Management. 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.

Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Lynn Thurgood is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, with 26 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Oxford Wealth Advisors, among others. Outside of advising, he is the sole owner and president of Insurance Network, Inc., an independent life insurance agency. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach with tactical asset allocation implemented primarily through equities, ETFs, and fixed income.

Danny Holladay is a CFP® professional with 18 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2020. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also a 50% owner and Director of Investments at ID Wealth, LLC in Colorado Springs and holds a license as an independent insurance agent specializing in dental and group disability income, life, accident, and health insurance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms and fee-based planning, retirement consulting, and sub-advisory services.

James Mills Jr. is a Series 66 licensed financial advisor at Parallel Advisors, LLC in Denver, Colorado, with 20 years of industry experience. He has been with Parallel Advisors since 2010. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management and held-away account integration.

Michael Herron is a financial advisor at Gradient Advisors, LLC holding a Series 65 designation. He has been working in the financial advisory industry since 2025, following a 28-year career at Konica Minolta Business Solutions. Herron is also involved with Herron Financial Group, LLC and has experience as an independent agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Judith Kellner is a financial advisor with Maia Wealth in Denver, CO. She holds a Series 65 designation and has been with Maia Wealth since 2024. Prior to her current role, she held positions in diverse fields including healthcare, education, and fitness. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis in their long-term, tactically flexible investment approach. The firm integrates technology and third-party platforms to implement ETF-based portfolios and offers services such as financial planning, retirement advisory, and institutional consulting.

Peyton Simmons is a CFP® and Series 65-licensed advisor with two years of industry experience, currently with Modern Wealth Management, LLC. Prior to joining Modern Wealth Management in 2025, he worked at Stordahl Capital Management, Inc. and Crestone Capital LLC. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan consulting.

Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has been affiliated with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through programmatic offerings and employs a model portfolio approach that includes tactical asset allocation across various investment vehicles, integrating third-party managers and insurance distribution activities.

John Lindsey is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He is currently a financial advisor at Wedbush Securities Inc., where he has worked since 2023. His prior experience includes roles at Rand Advisors and various positions in the hospitality industry. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and registered investment advisory services, combining capital markets, clearing, and prime services with wealth management and commodities trading.

Michelle Mills is a financial advisor at Israel Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at GHP Investment Advisors, Kummer Financial Strategies, and FIDELITY Brokerage Services LLC. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes fundamental analysis and long-term investments in Israeli stocks and bonds, while also managing a private investment partnership as a general partner.

Austin Conway is a financial advisor at Momentum Independent Network Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Charles Schwab & Co., and operated Conway & Associate Corp. Momentum Independent Network Inc. serves individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, offering investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, providing a range of discretionary and non-discretionary portfolio solutions through multiple managed account programs.

Jay Murray is a financial advisor at Belpointe Asset Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2019. Murray is the founder and president of Solutions For Tuition, a college planning and tuition consulting firm he has led since 2005. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Barbara Devine is a financial advisor at Choreo, LLC with 34 years of industry experience. She holds a Series 66 designation and has previously worked at BDO Wealth Advisors, LLC, Cosyntris Advisory Network, LLC, and Purshe Kaplan Sterling Investments. 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Leslie Mcmullen is a financial advisor at Maia Wealth in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Maia Wealth since 2021, following prior roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Leslie is also a licensed insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm uses a mix of fundamental, technical, and cyclical analysis with a long-term investment approach, offering both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax services.

Rachael Camp is a CFP® professional with nine years of industry experience, currently serving at Creative Financial Designs, Inc. since 2020. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of her advisory work, she is involved in personal finance education as a co-creator and video contributor for All Street Academy and produces content on social media platforms including Twitter and YouTube. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Colson Ryan is a Series 65 credentialed advisor with GHP Investment Advisors Inc in Denver, CO, beginning his tenure in 2025. His background includes roles at the University of Colorado Law School and experience in the hospitality and retail industries. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term purchase orientation and sponsors private limited-partnership funds focused on international and Israeli securities.

Nathaniel Chapman is a financial advisor with Thrivent Advisor Network, LLC based in Denver, CO. He holds the Series 66 designation and has 10 years of industry experience, including prior roles at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he oversees business and marketing operations for an affiliated LLC. Thrivent Advisor Network serves individual and institutional clients, including high-net-worth families, trusts, and retirement plans, managing approximately $6.8 billion in assets. The firm offers customized portfolio management and financial planning, utilizing a variety of investment vehicles with an emphasis on low-cost mutual funds and ETFs.