Driss Graoui is a financial advisor at Maia Wealth in Denver, CO, with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and CoBank. Outside of advisory work, he is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, with regular portfolio reviews and utilizes multiple third-party platforms and specialists to support client planning and implementation.

Nathan Simpson is a Series 65 licensed financial advisor with Howard Capital Management, Inc. in Denver, CO. He has 12 years of industry experience and has been with Howard Capital Management since 2012. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers, while also serving as sub-adviser and investment adviser to proprietary mutual funds and ETFs. The firm uses proprietary technical indicators to guide tactical investment strategies and supports retirement plan participants through various web-based tools and programs.

Chadwick Mulligan is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors in Denver, CO, having three years of industry experience. His background includes multiple roles across diverse sectors, including work at Bear Dance Golf Course and involvement with Southern Methodist University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a variety of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs strategic asset allocation, written investment policy statements, and a combination of fundamental, technical, and cyclical analysis in managing portfolios through discretionary and non-discretionary arrangements.

Mitchell Bertrand is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previously worked at BKD Wealth Advisors, Edward Jones, Aflac, and held roles at the University of Missouri Columbia. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and family-office style services, utilizing committee-approved portfolios and integrating tax and accounting services through its affiliation with a national professional services firm.

Lauren Rodgers is a financial advisor with Brighton Jones LLC in Denver, CO, holding a Series 65 credential and six years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank NA before joining Brighton Jones in 2019. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services that include financial planning, investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes both discretionary and non-discretionary management strategies.

Jared Faircloth is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at firms including Postscript and Tydo. Outside of advisory services, he is involved in insurance sales through Senior Benefit Services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes multiple asset-allocation strategies alongside third-party platforms and integrated retirement-plan advisory capabilities.

Michael Sullivan is a CFP® with 17 years of industry experience and holds Series 63 and Series 65 licenses. He is affiliated with Israel Investment Advisors, LLC and has worked at Ghp Investment Advisors, Inc. since 2008. Israel Investment Advisors, LLC is an SEC-registered investment adviser managing approximately $46 million for high-net-worth individuals and institutional clients. The firm focuses on Israel-based securities using fundamental analysis and provides discretionary and non-discretionary portfolio management along with financial planning services.

Thomas Samuelson is a CFA® charterholder with 20 years of experience in financial advising. He has been with Integrated Advisors Network LLC and Vineyard Global Advisors since 2015. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting using a range of strategies, including fundamental and quantitative analysis, options, and third-party manager platforms.

Jessica Mcqueen is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 11 years of industry experience. She has been with Wedbush Securities since 2011. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and capital markets functions. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Brent Hablutzel is a financial advisor at Western Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Rockefeller Financial. Outside of his advisory role, he owns a sole proprietorship related to residential investment property. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies including ETFs, mutual funds, equities, alternatives, and derivatives.

Anne Kiser is a financial advisor at Maia Wealth with seven years of industry experience. She holds a Series 65 designation and has worked at Maia Wealth since 2020. Prior to that, she was associated with NYLIFE Securities and New York Life Insurance Company. Outside of her advisory role, she is also an insurance agent representing various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering a comprehensive range of financial planning and retirement plan advisory services. The firm employs a long-term investment strategy that incorporates fundamental, technical, and cyclical analysis, and integrates technology platforms such as Betterment Institutional to implement client portfolios.

Michaela Sullivan is a financial advisor at Savvy with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined nine years. She serves on the board of directors and as treasurer for the Cat Care Society, a nonprofit organization. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies with tailored approaches such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.

Taylor Yionoulis is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Geneos since 2015. Outside of his advisory role, he operates a non-investment business under Nolen Western Co. and works as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Blaine Thiederman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior experience includes roles at Progress Tax Services LLC, Blend Financial LLC, Kaplan Financial LLC, and PricewaterhouseCoopers. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with an approach grounded in modern portfolio theory and tax-aware strategies.

Gary Starner is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Sound Income Strategies, he worked at Edward Jones and has diverse experience in various industries including automotive and insurance sales. He is also involved with Retirement Income Source, where he focuses on fixed insurance sales and client acquisition for investment advisory and insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a broad range of clients including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers customized managed portfolios alongside financial planning and ERISA plan services.

Cynthia Burton is a CFP® and ChFC® with over 20 years of experience in the financial services industry. She is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s investment approach involves multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors, with portfolios managed through diversified asset allocation, periodic rebalancing, and manager selection that includes both affiliated and unaffiliated sub-advisers.

Christopher Wharton is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Retirement Matters from 2016 to 2019. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and offers a range of investment strategies including growth, fixed income, direct indexing, and alternative investments.

Daniel Froning is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments and AMG National Trust Bank. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with portfolios tailored to client goals, risk tolerance, and tax considerations.

Edward Durica III is a CFA® charterholder with 13 years of industry experience. He is currently with AlphaCore Capital LLC and previously spent 21 years at Johnston & Associates, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm provides comprehensive wealth planning and investment management with an emphasis on alternative investing alongside traditional equity and fixed-income strategies.

Scott Ulaszek is a CFA® charterholder with six years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and has previously worked at Bank of New York, Bank of the West, and Osterweis Capital Management. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and affiliated models.