Lauren Sigman is a CFP® professional with 5 years of experience at Robertson Stephens Wealth Management and a total of 27 years in the financial services industry, including prior roles at All Season Financial Advisors and her own firm, SIGMAN FINANCIAL FITNESS. She is based in Denver, CO. Robertson Stephens Wealth Management serves individual clients, families, trusts, charitable organizations, and retirement plans with a range of services including portfolio management, financial planning, and access to public and private funds. The firm combines advisor-driven advice with centrally developed model portfolios and oversight by an Investment Committee.

Nathan Bengali is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analyses, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Elliot Nygard is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior experience includes roles at First Western Trust and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm utilizes a quantitatively based, systematic investment process combined with multifactor risk models, offering a range of strategies including equity, fixed income, options/defined-outcome overlays, and alternative interval funds.

Benjamin Gilmore is a CFP® with 11 years of industry experience. He is currently with SEIA and SES LLC, having previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, as well as Charles Schwab and Charles Schwab Bank. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of around 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, primarily managing assets on a non-discretionary basis.

David Mannaioni is a financial advisor at St. Bernard Financial Services, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Mannaioni serves as Dean and Associate Professor at the College for Financial Planning and is President of Success By Design LLC, a tax-related business. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation and emphasizes collaborative, largely non-discretionary client relationships.

Kathryn Heet is a financial advisor at GHP Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at T-Mobile, Robert Half, Greenspoon Marder LLP, and Dish Network. 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, beginning client relationships with financial planning or alternative data reviews and implementing portfolios focused on longer-term equity and fixed-income holdings.

Stephen Brubaker is a CFP® professional with 18 years of industry experience, currently serving at The AmeriFlex Group. His background includes roles at Kestra Advisory Services, Cambridge Investment Research, and OSAIC. He is also president of ERSI Wealth and a board member of the Cherry Creek Softball Booster Club, along with volunteer involvement in local community activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing multiple custodians and integrated investment platforms.

Steven Margulin is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Personal Financial Specialist (PFS™), and Certified Public Accountant (CPA) with 33 years of industry experience. He has worked at Financial Gravity Family Office Services, LLC since 2023 and previously held roles at CWM, LLC, Trusted Advisor/Trusted Team, LLC dba Retirement Extender®, and Centaurus Financial Inc. Margulin also spends part of his time providing accounting services through his own CPA firm and is licensed to sell fixed insurance and annuities. Financial Gravity Family Office Services, LLC delivers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Garrett Shelton is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Denver, CO. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Thrivent Financial and American Income Life. Outside of finance, he contracts as a snow carver and sculptor, creating snow and ice sculptures. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who recommend model portfolios and manage accounts on approved platforms.

Kara Farrow is a financial advisor with United Capital Financial Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She previously worked at Integrity Alliance, LLC, Lion Street Financial, and Consistent Values. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, and supports customization through a broad affiliate network and technology platform.

Jennifer Wernsing is a financial advisor at NWF Advisory Services Inc with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including The Prudential Insurance Company of America and Bull, Bear, Bartz LLC DBA Envision Financial Partners. Outside of advisory roles, she serves as treasurer of a homeowner association and is an executor for a family estate. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Jennifer Kast is a CFP® certificant with 12 years of industry experience, currently an advisor at The AmeriFlex Group. She has previously worked at Kestra Advisory and Cambridge Investment Research, Inc. Outside of her advisory role, she owns a food and beverage business, APIS COFFEE, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection, and retirement plan consulting, delivering customized strategies across various platforms and custodians.

Miles O'Neill is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining GHP Investment Advisors, he worked at Equitable Advisors and has held various roles in the food service and retail industries. 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, focusing on fundamental analysis with an emphasis on longer-term equity and fixed-income holdings, and offers additional services such as tax preparation through its affiliated family office.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Buckingham Asset Management, LLC, and GHP Investment Advisors. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $3.72 billion. The firm customizes investment programs based on individual client objectives and risk tolerances, often employing sub-advisors and offering integrated services through its affiliations with a national bank, broker-dealer, and investment manager.

Rae Nathan is a Series 65-registered financial advisor with Trilogy Capital, Inc. in Denver, CO, bringing one year of industry experience. Prior to joining Trilogy, Rae worked in roles at KPMG and the Department of the Prime Minister & Cabinet. In addition to advisory work, Rae is a licensed life and health insurance agent. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach with in-house and third-party models, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Collin Stauder is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Denver, CO. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, banks, and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

David Bear is a CFP® certificant with 16 years of industry experience. He is currently an advisor at NWF Advisory Services Inc and has previously worked at Prudential Insurance Company of America, Envision Financial Partners, and The Ameriflex Group among others. Outside of his advisory roles, he is a managing agent for an oil and gas partnership and a real estate investment company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm operates an open-architecture wealth management platform with a focus on strategic long-term investing supplemented by tactical strategies and access to third-party advisory models.

John Sawyer IV is a CFA charterholder based in Denver, CO, with three years of industry experience. He currently serves as an advisor at First Foundation Advisors and has worked at Feif Capital Partners, Sunflower Bank, and St. Johns Investment Management Company. He also maintains involvement with Jsimco, LLC. First Foundation Advisors offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans, utilizing an open-architecture, multi-asset investment approach. The firm is affiliated with FirstSun Capital Bancorp and Sunflower Bank, providing integrated banking and financial product relationships alongside advisory services.

Nya Nyapamba is a financial advisor at Trilogy Capital, Inc. with one year of industry experience. They hold a Series 65 designation and have previously worked at firms including R. Kent Harris & Associates, Fidelity Investments, and U.S. Bank. Nyapamba is also an insurance agent licensed for life and health insurance. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm uses a risk-based, diversified asset allocation approach incorporating both in-house and third-party models, fundamental and technical analysis, and includes non-traditional investments when appropriate.

Michael Cover is a financial advisor at Nations Financial Group, Inc. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has worked at Highland Meadows Golf Course. Nations Financial Group, Inc. provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm offers a range of portfolio management options, including in-house model portfolios and third-party manager programs, using various investment strategies tailored to different risk profiles.