Tait Mc Gowan is an investment advisor representative at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management, financial planning, and retirement advisory services. The firm uses a top-down macro approach emphasizing tactical asset allocation and sector rotation, and is notable for its use of options strategies and integration of outside money managers.

Kathleen Santiago is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Federated investment Counseling and related affiliates for eight years. Outside of her advisory role, Kathleen coaches group fitness classes at Omnia Fitness Collective in Denver. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, offering model portfolios, custom discretionary programs, and third-party manager recommendations.

Paul Layton is a CFP® with 10 years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at Empower Advisory Group and Personal Capital. Outside of financial advising, he owns Homefield Sports, an e-commerce business focused on sporting goods and apparel. Root Financial Partners offers investment management and financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm uses diversified, passive investment strategies tailored to client goals and also provides educational programs and online academies separate from its advisory services.

Marlon Ramirez is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining GHP, he worked in various roles across different sectors including logistics and hospitality. GHP Investment Advisors Inc provides discretionary and non-discretionary investment supervisory services, individual portfolio management, and comprehensive financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a generally long-term investment orientation and also manages private limited-partnership funds focused on international and Israeli securities.

Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a proprietary advisory platform alongside access to third-party manager programs.

Nathan Stewart is a financial advisor with AlphaCore Capital LLC in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Quasar Distributors, Capital Advisors, E*TRADE Capital Management, Wells Fargo Clearing, and Scottrade. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investments alongside traditional equity and fixed-income, and offers services such as tax preparation, trustee services, and ERISA plan advisory.

Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. Prejean is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 license with three years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and Denver Wealth Management. Maia Wealth serves individuals, trusts, estates, and businesses with discretionary and non-discretionary investment management, financial planning, and institutional consulting, employing a long-term strategy complemented by tactical adjustments and integrating technology-driven platforms in portfolio implementation.

Nicholas Griebenow is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Charles Schwab from 2013 to 2018. Outside of his advisory work, he manages an AirBnB rental property owned by his family in Steamboat. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, and utilizes options, derivatives, ESG screening, and data-science tools in its strategies.

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked at Two Rivers Capital Consulting for nine years and Invesco Advisers, Inc. for one year. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies based on proprietary research and offers trustee services, sub-advisory arrangements, and allocates across a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds.

Virginia Wu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She has previously worked at Fidelity Investments and several wealth management firms. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individual clients, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and a subscription education product for medical professionals.

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 with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at multiple firms including Portside Wealth Group and TownSquare Capital. Outside of her advisory role, she owns and manages a life insurance agency and is involved in real estate leasing through LDT Enterprises, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a growth/value framework, and is noted for its use of options strategies and integration of outside money managers.

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.

Melanie Palmer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savvy. Her prior roles include positions at Key Private Bank, US Bank Private Wealth Management, and Goldman Sachs Wealth Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing technology platforms and specialized sub-adviser strategies to customize client solutions.

Judith Kellner is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Simplicity Wealth and Children's Eye Center, as well as teaching and coaching experience at Hawaii Pacific University and Stars Gymnastics. She has also been involved with Cambio Yoga. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, employing a combination of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory methods with technology platforms and offers services including financial planning, retirement plan advisement, and institutional 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.