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 holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Allspring Funds Distributor, LLC, Mackenzie & Partners, Inc., Institutional Cash Distributors, LLC, and Fidelity Brokerage Services, LLC. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm uses a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by in-house estate and tax planning strategists, and provides access to a range of private investment solutions and specialized pension consulting options.

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.

Johndavid Woolley is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Investment Advisors, Lincoln Financial Advisors, and Charles Schwab Investment Management. Outside of advisory work, he is also engaged as an insurance agent involved in the sales of various insurance products. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and utilizes a range of investment strategies combined with firm-designed model portfolios and multiple sponsored programs.

Hyunsoo Jang is an investment advisor representative at Buck Wealth Strategies, LLC with three years of industry experience. He has previously worked at Baird and Charles Schwab. Jang is also involved in consulting employers on employee retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm utilizes a top-down macro approach with tactical asset allocation and routinely incorporates options strategies and outside money managers in portfolio construction.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Mia Medina Bohanan is a financial advisor with AssuredPartners Investment Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at World Investments, Inc., Pensionmark Financial Group, Pensionmark Securities, LLC, and TrueNorth, Inc./IMA Wealth, Inc. She is also involved with AssuredPartners as a Senior Account Executive supporting retirement plan consulting. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with ERISA plan services and participant education.

Terry Tyler is a financial advisor with Royal Fund Management, LLC in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Royal Fund Management since 2015 and is also the President and sole owner of Durango Capital, Inc., operating as Legacy Retirement Services since 1996. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers specialized services such as access to select non-traded REITs and options-writing overlays.

Rebecca Neils is a CFP®-certified financial advisor at Robertson Stephens with 25 years of industry experience. Her prior roles include positions at Schwab Wealth Advisors, Inc. and Charles Schwab, where she worked for over two decades. Outside of her advisory work, she owns several residential properties that she rents. Robertson Stephens Wealth Management serves a diverse client base, including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with model portfolios and oversight, offering services such as portfolio management, financial and tax planning, and access to both public and private investment funds.

Daniel Werts is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Madison Avenue Securities, LLC, AE Wealth Management, LLC, and CL Wealth Management LLC. Outside his advisory roles, he conducts educational seminars for federal employees through LTCPro, LLC DBA Federal Benefits Made Simple, focusing on financial planning and federal benefits analysis. 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 emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework, and is known for its explicit use of options strategies and the integration of outside money managers and turnkey asset management programs.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Geneos Wealth Management since 2008 and operates Adrian and Associates, which he has led since 2006. Adrian serves on the board of directors at large for the Colorado Business Round Table. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals for individuals, trusts, estates, corporations, and institutions. The firm applies a range of investment strategies including fundamental, technical, and cyclical analysis across various account types and platforms, managing over $5.5 billion in client assets as of the end of 2024.

Jennefer Walsh is a CFP® with 22 years of industry experience, currently serving as an advisor at Vanderbilt Advisory Services. She has held roles at Vanderbilt Advisory Securities and Vanderbilt Securities since 2022 and has operated Walsh Financial Solutions, LLC since 2008. Prior to these positions, she worked at LPL Financial, LLC from 2003 to 2022. Walsh is also licensed to provide fixed insurance products as an insurance broker. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

Nicole Garza is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with firms including Redefine Wealth Management and Wells Fargo Advisors. Outside of advisory services, she has operated an independent insurance agency. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a mix of fundamental and quantitative strategies, often integrates third-party managers, and supports a range of advisory arrangements including performance-based compensation and private fund investments.

Daniel Smith is a CFP® with six years of industry experience, currently serving at Abacus Wealth Partners since 2022. Prior to this, he worked at The Vanguard Group, Inc. and held roles at AttainX, Randstad, Rhino Sports & Entertainment Services, and Virginia Tech. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, families, and institutional entities. The firm employs an asset-class investing approach using no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors including private placements and illiquid investments.

Scott Garrett is a financial advisor at Maia Wealth in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at BBVA Securities Inc., Secure Advisory Group, and Waddell & Reed. He also works as an insurance agent for Security Insurance Group, selling property and casualty insurance on a part-time commission basis. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, using a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy that allows tactical and shorter-term trades. The firm integrates traditional advisory oversight with technology platforms and offers estate and tax coordination services through unaffiliated specialists.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative investments, often on a discretionary basis.

Isaac White is a Certified Financial Planner® with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, First Citizens Bank and Investor Services, and Fidelity Investments. Outside of his advisory role, he serves as Soccer Director for the Glendale Kenly Recreation League, overseeing scheduling and refereeing activities. Apollon Wealth Management, LLC is a multi-team SEC-registered advisory firm that serves individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting across various asset classes and investment vehicles.

Matthew Lavoie is a financial advisor with Larson Financial Group, LLC and holds the CFA® designation, along with Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Charles Schwab Investment Management and Charles Schwab. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and it employs AI-assisted tools alongside human review for client recommendations.