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 with Buck Wealth Strategies, LLC and holds the Series 63 and Series 66 designations. He has three years of industry experience and has worked at firms including Baird and Charles Schwab. Jang is also involved in consulting employers on retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Andrew Perry is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at EdgeRock Wealth Management, Personal Capital Advisors Corporation, and Denali. He is also involved in fixed insurance and annuity sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

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.

Augustus Skinner III is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Foundations since 2016 and also owns Alpha 1 Tax & Wealth Management, LLC, where he specializes in tax return preparation and financial services administration. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, with services delivered through a large network of affiliated offices and representatives.

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 Series 66 licensed financial advisor with nine years of industry experience. He is currently with Buck Wealth Strategies, LLC and has previously worked at Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Cabot Lodge Securities. Werts is also involved with LTCPro, LLC, where he conducts educational seminars and presentations for federal employees on their benefits. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macro-environmental investment approach with tactical asset allocation and discretionary rebalancing, supported by third-party tools to customize client risk profiles.

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.

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.

Andrew Carley is a financial advisor at Larson Financial Group, LLC with Series 63 and Series 66 credentials and two years of industry experience. His career includes prior roles at Empower Advisory Group and Northwestern Mutual Investment Services LLC. Outside of his advisory work, he has been involved with Kwik Vending Service. 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 uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical investment approaches, and it offers a range of affiliated services including broker-dealer operations, commercial real estate brokerage, and pension consulting.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BBVA Securities Inc., Secure Advisory Group, LLC, and Simplicity Wealth. Garrett also works as an insurance agent with Security Insurance Group, focusing on property and casualty insurance. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis. The firm offers a long-term investment strategy with tactical flexibility, integrating technology and third-party platforms to implement diversified portfolios.

Brian Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he works with clients to develop and improve financial plans tailored to their family's unique needs, maintaining open communication throughout the process. He has accumulated over 19 years of experience in the financial services industry, having held positions including Portfolio Specialist and Client Management Representative at Fidelity Investments, Investment Advisor at Branch Bank & Trust, Vice President Financial Advisor at Morgan Stanley, and Associate Vice President Financial Advisor at Morgan Keegan. Brian holds insurance licenses in Arkansas and California.

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 CFP® professional with 13 years of experience in the financial services industry. He is currently with Apollon Wealth Management, LLC and also works at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank and Fidelity Investments. Outside of his advisory career, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he manages scheduling, referees, and board decisions. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions across asset classes, including ESG models and tax-managed Direct Indexing.

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.