Jonathan Jarboe is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, Edward Jones, VF Corp, and Western Union. Outside of his advisory work, he is also licensed as an insurance agent representing various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and integrates third-party specialists and platforms in delivering coordinated financial solutions.

Jack Seavall is a CFP®-certified financial advisor at Robertson Stephens with two years of industry experience. Prior to joining Robertson Stephens in 2024, he worked at the University of Colorado and Arapahoe High School. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Jack Sells is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Plante Moran Financial Advisors, he worked in various roles including a one-year position at the University of Colorado Denver and has been involved part-time as an assistant site manager at Jay's Valet, a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a range of analysis techniques and manages portfolios through discretionary and non-discretionary arrangements while offering integrated services supported by affiliated entities within the Plante Moran enterprise.

Nathan Sutherland is a financial advisor at NWF Advisory Services Inc with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Transamerica Financial Advisors, Inc and The Ameriflex Group. Outside of his advisory role, he operates Jeep-Dad LLC, a tax preparation and planning service. NWF Advisory Services, Inc provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and uses an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios with a focus on strategic long-term investing alongside tactical strategies.

Anna Graff is a financial advisor with Western Wealth Management LLC in Denver, CO. She holds the Series 66 designation and has three years of industry experience. Prior to joining Western Wealth Management, she has been affiliated with GPS Wealth Strategies Group and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting through a decentralized network of investment adviser representatives operating under various business names.

Joshua Park is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Alpha 1 Tax & Wealth Management, Epiqwest Culver Wealth Advisors LLC, and Culver Investment Company, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, and retirement-plan support using model portfolios and third-party sub-advisers.

John Mumford is a CFP® professional with 38 years of industry experience. He has worked at LPL Financial since 2002 and has been with Western Wealth Management LLC since 2016. Outside of his advisory work, he has engaged in music-related activities, spending a small portion of his time as a musician. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of advisers with access to diverse investment strategies and multiple custodial platforms.

Angela Osili is a CFP® professional with nine years of industry experience, currently serving as an advisor at Geneos Wealth Management, Inc. She has also worked with WIN Advisors Group and Williams Investment Network. Additionally, she operates as an independent representative for fixed insurance products with various carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals to a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm employs a variety of analytical strategies and offers customized and model-based investment solutions through multiple platforms.

Brett Tomlinson is a CFP® professional with 18 years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Fidelity Brokerage Services, Sagepoint Financial, EdgeRock Wealth Management, and Alpha 1 Wealth. Tomlinson is also active as a sales representative for annuities and life insurance through Magellan Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support through a network of nearly 300 investment adviser representatives. The firm employs tailored asset allocations and utilizes a diverse range of investment products, including complex instruments, supported by affiliated entities providing complementary legal, insurance, and tax services.

Janelle Mc Creary is a CFP® with nine years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Mariner Wealth Advisor, Moneta Group Investment Advisors, and Davis & Seiley Wealth Management. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies with third-party managers, offering services that range from wealth management to specialized solutions for medical professionals.

Brian O'Neil is a CFP®-certified financial advisor with 27 years of industry experience. He currently works at Certuity, LLC and has previously been with firms including JPMorgan Securities LLC, BNY Mellon, and U.S. Bancorp Investments. O'Neil serves as a board member and volunteer for the Foundation for Metropolitan State University, where he participates in investment oversight and audit committee activities. Certuity manages approximately $3.3 billion and provides investment advisory, financial planning, family office, and consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with a long-term, buy-and-hold investment approach, and offers distinctive multi-team structures including fund-of-funds vehicles and access to private markets.

Matthew Milito is a financial advisor at Nations Financial Group, Inc. with nine years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Miragen Therapeutics. Outside of his advisory role, he owns and manages a business selling antiques and collectibles. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services with multiple in-house model portfolios and employs various investment strategies across different risk profiles.

Matthew Conley is a financial advisor with Colorado Wealth Group LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Savvy, Bank of America, Merrill Lynch, and Fidelity Investments. Colorado Wealth Group advises individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, providing investment management and financial planning services. The firm’s investment approach combines fundamental and quantitative analysis with strategic asset allocation across various asset classes, overseeing approximately $235 million in client assets.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Ernesto Montes III is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at GHP Investment Advisors Inc since 2019 and was previously with The Fiduciary Group, LLC from 2016 to 2019. Ernesto is based in Denver, CO. GHP Investment Advisors, Inc. provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as to pension plans, pooled vehicles, charities, and businesses. The firm employs fundamental analysis with a long-term orientation and manages private limited-partnership funds focused on international and Israeli securities.

Alex Nuechterlein is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He has held positions at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Nuechterlein holds Series 63, 65, and 66 licenses. Capital Investment Advisors serves individual, high-net-worth, and institutional clients through discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and actively managed sleeves, complemented by in-house estate and tax planning specialists and distinctive access to private investment solutions and pension consulting services.

James Brubaker is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. He holds the ChFC® designation and has 44 years of industry experience. His prior experience includes roles at Kestra Advisory, Kestra Investment Services LLC, and ERSI Exit & Retirement Strategies Inc. He serves as a board member and officer in related business activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing a variety of investment models and custodians.

Sharon Gaspar is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked with firms including Northwestern Mutual Investment Services LLC and Genesis Corp. Gaspar is based in Englewood, Colorado. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, using a variety of investment strategies and programs to meet client needs.

Matthew Bartz is a financial advisor with NWF Advisory Services Inc and holds the ChFC® designation, with 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Envision Financial Partners, where he serves as a managing partner and financial professional. Bartz is also a general board member of the nonprofit Calf Lowell Ranch. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Carla Kutnick is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Before joining GHP Investment Advisors in 2023, she worked at Imprint Events from 2018 to 2022. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach and a fundamental analysis-driven investment process, often starting with financial planning to tailor portfolios to client needs.