Brian Friedman is a CFA® charterholder with 26 years of industry experience. He has been with GHP Investment Advisors Inc in Denver, CO since 1999. Friedman also serves as president of Israel Investment Advisors, an affiliated advisor of GHP Investment Advisors. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and other pooled investment vehicles. The firm employs a team approach to portfolio management, typically beginning relationships with financial planning and using fundamental analysis focused on longer-term equity and fixed-income holdings.

Collin Metscher is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and five years of industry experience. Prior to joining Sunbelt, he worked at NIMBL and alongside his advisory role, he is involved with Infinite Outdoors, LLC, a hunting and fishing platform company, focusing on marketing and sales. Sunbelt Securities, Inc. provides investment advisory services to individual and institutional clients through a network of representatives. The firm offers a flexible investment approach that includes discretionary portfolio management within its wrap-fee program, standalone financial planning, and referrals to third-party managers.

Michael Penton is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1990. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm manages tailored portfolio strategies and conducts institutional research while also providing custodial, clearing, and prime services.

Steven Ehnstrom is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and 33 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, U.S. Bancorp Investments, and UBS Financial Services. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisors using a variety of model portfolios and strategies.

Steven Klosterman is a financial advisor at Halbert Hargrove with 31 years of industry experience. He has been with Halbert Hargrove since 2006 and holds a Series 63 designation. Outside of his advisory role, he serves as chairman of Klosterman Capital Corporation, a back-office support company, and is a general partner in the Klosterman Family Partnership, which invests in real estate and securities. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning services, utilizing an Investment Committee to oversee diversified portfolios and employing both independent managers and controlled AI tools in their process.

Jonathan Coggins is a financial advisor at Modera Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equity Advisor Solutions, Charles Schwab, and in the barbeque food business, where he owns Smoke'n Blues Barbeque in Littleton, Colorado. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Spencer Hall is a financial advisor with McAdam LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He has been with McAdam since 2018 and previously worked in tech marketing and at the University of Maryland. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of financial planning, investment management, and retirement consulting services.

Abby Mason is a financial advisor at Western Wealth Management LLC with four years of industry experience. She holds the Series 66 designation and has worked with firms including LPL Financial LLC and Western Wealth Advisors. Outside of her advisory role, she has served as an adjunct faculty member at the Colorado School of Mines and provides math tutoring. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting within a decentralized network of investment adviser representatives.

Stephen Hartel is a financial advisor at Maia Wealth in Denver, CO, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior positions include roles at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. Outside of finance, he works as a firearms safety training instructor and range officer. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, using mutual funds, ETFs, and individual securities. The firm combines fundamental, technical, and cyclical analysis in its investment approach, incorporating technology and third-party platforms to manage portfolios and offer specialized estate and tax coordination services.

Naomi Rominski is a financial advisor at Geneos Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. from 2011 to 2020. In addition to her advisory role, she serves as a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.

Taylor Leary is a CFP®-designated financial advisor at Advisory Solutions Group with 16 years of industry experience. He has worked previously at Four Points Wealth Management LLC, CS Planning Corp., and Presidential Brokerage, Inc./Forta Financial. Leary is also a licensed insurance producer appointed with multiple carriers since 2010. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and supports other registered investment advisory firms with turnkey business and back-office services. The firm employs a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies alongside comprehensive model implementation and reporting.

Duane Smith is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. and Stifel Nicolaus & Co. Inc. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet for investment management and trading, and is notable for its integration with Hilltop affiliates in its municipal bond strategies and cash management programs.

Charles Rhoades II is a financial advisor with Western Wealth Management LLC in Golden, CO, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at LPL Financial, Pinnacle Wealth Management, U.S. Bancorp Investments, and Edward Jones. He also operates Rhoades Investment Corp, a business entity used for tax and investment purposes. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers comprehensive portfolio and retirement plan management using a decentralized model that combines firm-designed portfolios and access to multiple third-party strategies across various asset classes and programs.

Matthew Gunter is a financial advisor at Shelton Capital Management in Denver, CO, holding Series 63, 65, and 66 licenses with 22 years of industry experience. His prior roles include positions at RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Denver Investments, and Scout Investments. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors through various managed account structures and advisory mandates. The firm employs an active, discipline-specific investment approach incorporating fundamental, technical, and quantitative analysis, and utilizes options, derivatives, ESG screening, and data-science tools across its offerings.

Lawrence Giesing IV is a Series 66-licensed financial advisor at Maia Wealth with eight years of industry experience. His prior roles include positions at LPL Financial and Shokohi Wealth Management. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, using a combination of mutual funds, ETFs, individual securities, and model portfolios. The firm employs a long-term investment strategy supplemented by tactical adjustments and integrates technology and third-party platforms to implement and rebalance portfolios.

David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

Sean Lorenz is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and AEM Partners, LLC, where he provides financial and investment advice and is involved in the sale of insurance and annuities. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Donohue Feiman Retirement Plan Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Justin Cassida is a CFP® professional with 21 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at LPL Financial, LLC and Brown & Company, Inc. for significant portions of his career. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee and employs model portfolios and third-party money managers to guide investment decisions.

Judith Carlson is a financial advisor at Royal Fund Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Royal Fund Management and its affiliated Judy Carlson Risk Management, LLC, where she also serves as CEO and provides life insurance products as part of wealth planning. Outside of financial advising, she spends a portion of her professional time selling jewelry with Touchstone Crystal. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management options, with regular portfolio reviews tied to documented risk tolerances.

Donald Hartmann is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 11 years. Outside of his advisory role, Hartmann is an author, educator, podcast host, and speaker. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a broad range of advisory and financial planning services, employing a variety of custodians and investment strategies tailored to client objectives and risk tolerance.