Adam Messick is a financial advisor at Composition Wealth, LLC with three years of industry experience. He previously worked at Vinoble Group for six years and has held roles at Marchex and Rival IQ. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost, diversified mutual funds and ETFs, complemented by individual securities and alternative investments, supported by a multi-advisor structure managing approximately $9.47 billion in discretionary assets as of year-end 2025.

Jeffrey Young is a financial advisor with Kovack Advisors, Inc. in Denver, CO, holding a Series 63 designation and 26 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved in fixed insurance sales and operates a wealth management business under the name Young Wealth Management. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Paul Cunningham is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and AdvisorNet Financial Partners. Cunningham also operates The Cunningham Group, Inc., providing financial and insurance services. Regal Investment Advisors LLC offers discretionary investment management through independent advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm employs proprietary and third-party model portfolios and grants advisers authority to implement and manage investment strategies on clients’ behalf.

Ian Scobie is a financial advisor at Signal Advisors Wealth, LLC in Denver, CO, holding a Series 65 designation with six years of industry experience. He has worked at Signal Advisors Wealth since 2026 and also serves as office manager at Patrick S Scobie PC, a law firm in Denver. Additionally, he is involved in insurance sales through Scobie Financial LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation, sector rotation, and a relative growth/value framework.

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Schuyler Grey III is a financial advisor with Kingswood Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and Morgan Stanley, where he spent over 15 years across various capacities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

John Panter is a financial advisor at Blueprint Financial Advisors in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan to Invest Capital Management, Inc. and CIM Securities, LLC. Outside of advising, he has a 25% ownership interest in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios combined with a proprietary strategic-and-tactical investment framework.

Michael Fibiger is a financial advisor with Trilogy Capital, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. 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 with both in-house and third-party models, integrating personal and business real estate considerations within its advanced planning services.

Matthew Wiles is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at firms such as All Season Financial Advisors, Bleakley Financial Group, and Northwestern Mutual Investment Services. AlphaCore Capital LLC is an independent wealth advisory firm serving individual and high-net-worth clients, as well as institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies, and offers services including tax preparation, trustee services, and ERISA retirement plan advisory.

Lynn Probst is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including nine years at Dynasty Capital Partners prior to joining Western Wealth Management in 2019. Outside of advising, she is the owner of Customize Your Retirement, a company that develops and distributes educational seminars, and serves as secretary/treasurer for a homeowners association. Western Wealth Management serves a diverse client base including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of advisors delivering a range of services such as portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed models and multiple custodial platforms.

Shawn Wallace is a financial advisor at Robertson Stephens with Series 63 and Series 66 licenses and 17 years of industry experience. Before joining Robertson Stephens in 2024, he worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he serves as an instructor pilot and executive board member for Wings Over the Rockies. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight by an Investment Committee, offering access to a range of public and private investment vehicles.

Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.

Daniel Rust is a financial advisor at KCD Financial, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial and Strategic Alliance Investment Advisors since 2007. Rust also owns a life and long-term care insurance sales business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Samuel La Porte is a financial advisor with BOK Financial Securities, Inc., holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing, Fidelity Investments, Truist Investment Services, and BB&T Securities among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program as well as financial planning and consulting. The firm’s approach combines advisor-led client contact with research and asset allocation managed by its Strategic Investment Advisors.

Andrew Bourke is a financial advisor at Maia Wealth with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Simplicity Wealth, Sanford C. Bernstein & Co., LLC, and entrepreneurial ventures with Kernel Foods, Inc. and Made By Cruz, LLC. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. Maia Wealth offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and integrates technology platforms alongside traditional advisory services to construct and manage client portfolios.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.