Nicole Smith is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Lifetime Fitness, EP Wealth Advisors, and New West Physicians. GHP Investment Advisors, Inc. provides discretionary and non-discretionary investment supervisory services, financial planning, and pension advisory to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term investment orientation and sponsors private funds focused on international and Israeli securities.

Christine Callaway is a financial advisor at Western Wealth Management LLC with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Cornbelt Financial LLC, Jfthompson Wealth Management (Leyenda Capital Partners LLC), and United Capital Financial Services. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 investment adviser representatives and employs a variety of investment strategies, including model portfolios, ETFs, mutual funds, individual securities, alternatives, derivatives, and cryptocurrency products.

Rita Day is a financial advisor at AlphaCore Capital LLC in Denver, CO, with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, including tax preparation and ERISA retirement plan advisory services.

Daniel Noven is a PFS™ credentialed financial advisor at Arax Advisory Partners with 27 years of industry experience. He has held prior roles at SRS Capital Advisors, Inc., N&A Professional Group, PC (formerly Noven & Associates, PC), and Noven Financial Group, Inc. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, retirement consulting, and advisory services that combine internal and external management strategies.

Brian Brubaker is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has prior experience at Kestra Advisory, Kestra Investment Services, OSAIC, and Cambridge Investment Research. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

Daniel Graeve is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior experience at SRS Capital Advisors, Cedrus LLC, FourPass Energy, and Felix Energy. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset-allocation approaches, with notable use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

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.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.

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.

Joseph Petrelli is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Brian Petrelli Team. Outside of advising, he holds a licensed assistant role with Ascent Realty Group. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses a combination of planning-based and risk-based investment approaches, employs quantitative and fundamental analysis, and integrates tax and accounting services through affiliated entities.

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.

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.