Mckenna Botts is a financial advisor with UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation and two years of industry experience. Prior to joining UMB Financial Services in 2023, Botts worked at UMB Bank and First Bank. Outside of advisory work, Botts is involved in real estate investment activities including co-ownership of Black Canyon Capital LLC and managing a short-term rental property. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options, utilizing both model-based and manager-driven investment approaches.

Colin Farr is a CFP® professional with 15 years of industry experience. He is currently with Savvy and previously worked at Charles Schwab and Charles Schwab Bank. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. 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 a proprietary technology platform.

Trevor Hougardy is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 license and six years of industry experience. Before joining Maia Wealth in 2020, he worked at Colorado Wealth Group and has over a decade of experience at CoStar/Apartments.com. He is also an insurance agent and manages bookkeeping and payroll services for Colorado Wealth Group through a separate business. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within primarily long-term investment strategies. The firm integrates technology and third-party platforms, including robo-advisor services and formal estate and tax coordination, to support its clients’ diverse financial needs.

Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using multiple investment analysis methods and sometimes delegating trading to sub-advisers while retaining overall suitability responsibility.

Patrick Nolen is a financial advisor at Geneos Wealth Management, Inc. He holds the ChFC® designation and Series 66 license and has 51 years of industry experience. Prior to joining Geneos in 2015, he has been involved with Nolen Western Co. since 1973. He is also a managing partner of Bencentive LLC, a non-investment business. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm uses a combination of continuous account monitoring, discretionary trading, and multiple analytic strategies to manage portfolios, with options for customized investment approaches and referrals to third-party money managers.

Ryan Diachok is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Geneos Wealth Management since 2002. Outside of his advisory role, he owns Summit Dance LLC and Basis Points LLC, a boat rental business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a variety of investment strategies and offers both customized and model-based accounts, managing over $5.5 billion in client assets as of December 2024.

Ryan Groves is a financial advisor at Shelton Capital Management in Denver, CO, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Shelton Capital Management and RFS Partners since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various delivery methods including separately managed accounts and sub‑advisory mandates. The firm employs an active, discipline‑specific approach that integrates fundamental, technical, and quantitative analysis, utilizes options and derivatives strategies, applies ESG screening, and incorporates data-science and machine learning tools in its investment processes.

Scott Jackson is a CFP®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Denver, CO. He has 36 years of industry experience, all with Mutual of Omaha and its affiliated entities. In addition to his advisory role, he owns Alpine Insurance & Investments, where he sells various insurance products including life, health, dental, disability, annuities, Medicare supplements, and long-term care. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating through a network of advisors who implement strategies primarily via approved platforms.

Adam Graves is a financial advisor with Portside Wealth Group, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Alignment Financial Advisors, TownSquare Capital, and Allegis Investment Advisors. Outside of advising, Graves serves as Chair of the Central Committee for Colorado State House District 37. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients through discretionary portfolio management and financial planning. The firm employs diverse investment strategies and offers related legal and accounting services through affiliated professionals.

Adam Truitt is a CFP® with 21 years of industry experience, currently affiliated with M Holdings Securities, Inc. in Denver, CO. He has served as President of Financial Designs LTD. since 2012 and has been with M Holdings Securities since 2004. Truitt is a member of the audit committee for the Archdiocese of Denver and serves on the board of SEEDS OF HOPE, a community-based intervention organization. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-related advisory services, utilizing multiple sponsored platforms and sub-advisory relationships.

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years. Outside of his advisory role, Stein provides consulting services in business strategy, marketing, social media, and technology for a residential real estate firm owned by his parents. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities aligned with client goals, risk tolerance, and tax considerations.

Steven Loerke is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at UBS Financial Services for 14 years and Prospera Financial Services for 3 years. Loerke is the founder and president of Redwood Advisory Group LLC, a firm focused on the tax and marketing aspects of the securities business. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services and emphasizes strategic asset allocation using a mix of fundamental, technical, and charting analysis.

Noah Wertheimer is a financial advisor with Realta Investment Advisors, Inc. in Aurora, CO, holding a Series 66 credential and with 20 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank for a combined 11 years. Outside of advising, he is involved in Medicare and Medigap referrals through separate business activities. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning for individuals, pension plans, and institutional clients. The firm utilizes a goal-based approach with diversified asset allocation and offers various portfolio management options including the NOVA platform and third-party manager programs.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. His prior experience includes roles at Motley Fool Wealth Management and Motley Fool Investment Management. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC during a transitional period. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, retirement plan advisory, and business services. The firm operates as a fiduciary and employs a personalized, long-term portfolio construction approach using fundamental analysis and modern portfolio theory, with ongoing monitoring and oversight of independent managers.

Kris Tower is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, Tower held roles at Novem Group since 2015 and American Portfolios Advisors, Inc. from 2006 to 2024. He serves as a board member of the Financial Planning Association Political Action Committee. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.

Sarah Fullerton is a financial advisor with AssuredPartners Investment Advisors in Denver, CO. She holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior work includes roles at Fidelity Brokerage Services, Principal Life Insurance Company, and Pensionmark Financial Group. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and delivers fiduciary plan services alongside participant education and consulting through a team of advisors across multiple offices.

Elizabeth Windisch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Maia Wealth in Denver, CO. Her prior roles include positions at GPS Wealth Strategies Group, LPL Financial, CETERA Advisor Networks, Girard Securities, and United Capital Financial Advisers. Maia Wealth serves individuals, trusts, estates, and businesses by providing comprehensive investment advisory and financial planning services, with a focus on long-term portfolio management that incorporates mutual funds, ETFs, and individual securities. The firm also offers retirement plan advisory and coordinates estate-planning and tax services through external specialists.

Bryton Kessel is a CFP® professional at RubinBrown Advisors LLC in Denver, CO, with three years of industry experience. His prior roles include positions at Beacon Pointe Advisors LLC and Pinnacle Wealth Management. RubinBrown Advisors 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 employs strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary advice, and incorporates tax-aware strategies and technology tools in its financial planning process.