Desmond Dimond is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual Life Insurance. Dimond also owns Dimond Ventures LLC, a holding company for Maia Wealth, and works as an insurance agent with various carriers outside of his advisory role. Maia Wealth offers investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, with services including portfolio management, retirement plan advisory, and coordination with external tax and estate specialists.

Ashley Wright is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at RBC Wealth Management, UBS Financial Services, and EQIS Capital Management. Wright is also employed with E.A. Buck Financial Services, providing investment advice and insurance services. 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 employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Braden Meese is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Retirement-In-Focus Wealth Management and the City of Norwalk, CT. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, individual portfolio management, financial planning, pension advisory, and consulting to a wide range of clients, including high-net-worth individuals and charitable organizations. The firm employs fundamental analysis with a generally long-term investment approach and manages private funds focused on international and Israeli securities, alongside offering affiliated family-office and tax services.

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.

Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Bradley Engle is a financial advisor with Israel Investment Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been associated with GHP Investment Advisors since 2012. Israel Investment Advisors, LLC manages approximately $46 million for high-net-worth individuals and institutional clients, focusing on Israel-based securities. The firm employs a fundamental analysis approach centered on long-term investments in Israeli stocks and bonds, offering portfolio management and financial planning services tailored to client-specific guidelines.

Douglas Turner is a CFP® with 19 years of industry experience. He is currently an advisor at Western Wealth Management LLC, where he has worked since 2016, and he has also been associated with LPL Financial since 2006. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of 88 advisors, utilizing a range of investment strategies and products.

Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Mutual of Omaha Investor Services since 2016 and with Mutual of Omaha since 2015. Outside of his advisory role, he works as an independent insurance agent specializing in property, casualty, auto, home, business, and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning offerings. The firm works primarily via a platform relationship with Envestnet and offers a range of investment solutions, combining advisory and insurance services within the Mutual of Omaha group.

Jefferson Chan is a CFP® professional with one year of industry experience currently at Mutual Advisors, LLC. His prior roles include positions at Illuminate Wealth Management, WorthyNest, and Baker Hughes. Outside of his advisory work, he operates a seasonal private tax preparation service for friends and family through Frontier Tax Advisory LLC. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base, including individuals, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs both active and passive strategies and offers operational features like third-party manager access and directly held account platforms.

Deirdre McGuire is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential with 13 years of industry experience. She has been with GHP Investment Advisors since 2010. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm uses a team approach and fundamental analysis focused on longer-term equity and fixed-income holdings, and also offers tax-preparation services through an affiliated family office.

Laurence Schiffman is a CFP® professional at Clear Creek Financial Management, LLC with 19 years of industry experience. He previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for 13 years. Outside of his advisory role, Schiffman is the sole owner of Traverse Group, LLC and helps clients with tax preparation through Traverse Planning during tax season. Clear Creek Financial Management serves a diverse client base, including high-net-worth individuals, trusts, and pension plans. The firm employs a blend of fundamental, technical, cyclical, and quantitative investment methods, offers discretionary management, and operates an in-house quantitative research business that consults with other advisers.

Eric Cook is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2018. Prior to that, he was with Hd Vest Investment Services for three years and has operated Barker Financial Services and Eric Scott Inc, both providing tax preparation and accounting services. He is also an Associate Real Estate Broker with HomeSmart Cherry Creek. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides customized portfolio management and model-based strategies using diversified allocations across multiple asset classes, with accounts reviewed at least quarterly.

David Selden is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including Gradient Advisors, Madison Avenue Securities, and AE Wealth Management. Outside of his advisory work, Selden is president of Mountain West Retirement, LLC, a firm focused on marketing insurance services, and serves as chapter president and instructor for the American Financial Education Alliance, a nonprofit offering financial education classes. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using proprietary and third-party strategies, including modern portfolio theory and quantitative analysis, and offers access to ETFs, mutual funds, options strategies, and select private investments.

Daniella Friend is a financial advisor with Western Wealth Management LLC in Greenwood Village, CO, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Her prior roles include positions at Bitwise Asset Management, First Trust Portfolios L.P., and Bondwave Advisors. She currently provides investment advisory services through Western Wealth Management as an independent advisor. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional investors. The firm operates through a decentralized network of investment adviser representatives offering comprehensive portfolio management and financial planning, utilizing a mix of proprietary model portfolios and third-party strategies across multiple custodial platforms.

Andrew Blunt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where he remains an owner. Blunt serves on the board of the Denver Community Credit Union. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Seward Linton Jr. is a financial advisor at Nations Financial Group, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors for seven years. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios combined with outside managers tailored to client objectives and risk tolerance.

Michael Morgan is a financial advisor with Momentum Independent Network Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 37 years at Neidiger, Tucker, Bruner, Inc. prior to joining Momentum Independent Network in 2023. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

Brandon Metcalf is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bowman Financial Strategies and Berthel, Fisher & Company Financial Services, Inc. Prior to his financial career, he was involved with Simply Amaizen Popcorn from 2013 to 2017. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios, supporting tailored suitability assessments and regular rebalancing.