Hunter Biggs is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024 and has prior experience with Bailard, Inc. and several roles during his education at the University of Colorado Boulder. Outside of finance, he has experience working in diverse roles including positions at DoorDash, Postmates, and Saucy Pizza. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and portfolio recommendations, managing both discretionary and non-discretionary assets.

Reed Mccoy is a CFP® with 12 years of industry experience, currently serving at Israel Investment Advisors, LLC. He has worked previously at CAPTrust and has been with GHP Investment Advisors since 2017. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israeli securities through both discretionary and non-discretionary portfolio management. The firm emphasizes a long-term, fundamental analysis approach to investing in Israeli stocks and bonds, and acts as general partner of a private investment partnership.

Spencer Fugita is a financial advisor with M Holdings Securities, Inc. based in Denver, CO, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Financial Designs Ltd, Groff Team Advisors, Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Fugita serves as a board member of the Rocky Mountain Estate Planning Council. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services through a network of independent financial professionals.

David Amiot is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Prior to joining Brighton Jones in 2022, he worked at Commonwealth Financial Network and Summit Wealth Group from 2018 to 2022, and at Fidelity Brokerage Services, LLC from 2013 to 2018. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts, offering comprehensive wealth services including financial planning, investment management, tax preparation, and access to private investment opportunities through a balance-sheet, holistic approach.

James Oury is a financial advisor at Trilogy Capital, Inc. in Denver, CO, holding a Series 65 designation with six years of industry experience. He has been with Trilogy Capital, Inc. since 2020 and previously worked at Trilogy Financial Services. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm follows a risk-based, diversified asset allocation approach, incorporating both in-house models and third-party sub-advisors, and offers advanced planning that includes budgeting, tax strategies, and real estate considerations.

Collin Walker is a CFP® with six years of industry experience, currently serving as a financial advisor at Trek Financial. His prior experience includes roles at Empower Advisory Group and Personal Capital. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools under governance and offering a broad range of model and alternative investment strategies.

Michael Scardaville is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Global View Capital Management in 2024, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Scardaville also serves as an insurance agent, marketing and selling life products including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning for individual, trust, corporate, and retirement plan clients. The firm’s investment approach relies on technical and quantitative methods guided by an in-house algorithmic research platform, offering model-based strategies matched to client risk profiles.

Brian Quill is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held compliance management roles at Cavanal Hill Investment Management, Inc. and BOK Financial Private Wealth, Inc. since 2018. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, retirement plans, and other entities, managing approximately $3.72 billion. The firm customizes investment strategies based on client objectives and risk tolerances, often using diversified allocations and sub-advisors, and benefits from integrated relationships within the BOK Financial Corporation family of companies.

Christopher Clancy is a financial advisor at SAX Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 66 registrations with five years of industry experience. He has previously worked at Global Wealth Strategies and Associates, LLC, Fidelity Investments, and Bigfoot Insurance. Clancy also holds a compliance associate role at Global Wealth Strategies and Associates, performing back office support. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy, supplemented by specialized advisory services including employee benefit plan consulting, real estate exchange advisement, and discretionary private fund management.

Christopher Barker is a CFP® professional with 12 years of industry experience, currently serving at Maia Wealth since 2019. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019. In addition to his advisory work, he is active as an insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals—including high-net-worth clients—trusts, estates, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis with a long-term investment approach, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education.

Terry Hall is a CFP® professional affiliated with Arax Advisory Partners, based in Greenwood Village, CO, with 26 years of industry experience. He has served at SRS Capital Advisors, Inc. since 2016 and has operated Terry Hall & Associates since 2003, a consulting business that coaches veterinary practice owners on financial health and service quality. Terry Hall is the owner and sole proprietor of this consulting practice. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management and external manager relationships with tailored asset-allocation approaches and offers a range of services including financial planning and retirement plan consulting.

Craig Williams is a financial advisor with Geneos Wealth Management, Inc. in Englewood, CO, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Geneos Wealth Management since 2004 and currently operates the WIN Advisors Group. 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 access to third-party money managers through various programs, employing a range of analytical strategies and tailored investment solutions.

Brooks Merrifield is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Elk River Wealth Management LLC and Merrifield & Co, LLC. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income exposures.

Chandler Te Velde is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has worked at Maia Wealth since 2017 and previously spent a year at MML Investors Services, LLC d/b/a Colorado Wealth Group. Outside of advisory work, he manages a podcast entity called The Naked Call. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, with periodic rebalancing and coordinated estate-planning and tax services through unaffiliated specialists.

William Skiles is a CFP® with seven years of experience in the financial services industry. He is currently with Capital Investment Advisors, LLC and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, Personal Capital, and American Family Insurance. Skiles also served in the United States Army Reserve for eight years. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and specialized pension consulting services.

Bradley Hablutzel is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has held roles at several firms including AE Wealth Management, The Paradigm Group, and Life Certain Wealth Strategies. Outside of advisory work, he is involved in managing rental properties. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Trevor Emery is a financial advisor at Choreo, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2023, he worked at BDO Wealth Advisors, LLC and Cosyntris Advisory Network. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Daniel Courtney is a CFP® professional with 32 years of industry experience, currently serving at RubinBrown Advisors LLC in Denver, CO. His prior roles include positions at Crestmoor Partners, LLC, Advisors Asset Management, Inc., Roka Capital Advisors, Block Advisors, and Blend Financial, Inc. He maintains Crestmoor Partners LLC temporarily to close out the business. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm primarily uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware practices and technology tools in its financial planning process.

Steven White Jr. is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at several firms, including Cambridge Investment Research and Securities America, and has been with his current firm and its affiliate since 2019. In addition to his advisory role, he is involved in insurance sales, conducting client meetings and business development in that capacity. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary client accounts and maintains a dual-registration model involving broker-dealer activities.

Jason Shidler is a financial advisor at Shelton Capital Management with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Robeco Miami B.V. and Schroders Investment Management. Outside of his advisory role, he is involved in property management through ownership of several rental properties. Shelton Capital Management provides investment management services to mutual funds, institutional clients, retirement plans, government entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science tools into its investment strategies.