Steven Down is a financial advisor at Mutual Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Security Management, Inc. and National Planning Corporation. Outside of his advisory work, he serves on the advisory board of Endera Corp, a clean energy vehicle company. Mutual Advisors, LLC manages a diverse client base that includes individual investors, trusts, retirement plans, qualified purchasers, and institutional clients. The firm offers a range of advisory services using a combination of active and passive investment strategies tailored to client objectives, and it is notable for managing approximately $9.45 billion across 154 advisors, including service to sovereign wealth funds.

Joshua Freedman is a CFA® charterholder with 18 years of industry experience. He is currently with Robertson Stephens, joining the firm in 2024 after roles at Ratio Wealth Group LLC, Ballast Equity Management, and Elk Creek Partners, LLC. Freedman is based in Denver, CO. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm combines personalized advisory services with model portfolios and oversight by an Investment Office and Committee, offering a range of portfolio management and planning services along with access to public and private investment funds.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has eight years of industry experience. Her career has been focused at Mutual of Omaha, where she has worked since 2016 in both insurance and investment advisory roles. Outside of her advisory duties, she volunteers as a marketing consultant for the Small Business Development Center in Pikes Peak and is involved in entrepreneurial ventures including co-owning a restoration company and creating content on TikTok. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and Pershing, serving a broad client base that includes both non-high-net-worth and high-net-worth clients.

Elena Hernandez Rosenblum is a financial advisor at GenTrust with 11 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Prior to joining GenTrust, she worked at Goldman Sachs from 2016 to 2017. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a concentrated client base that includes high-net-worth individuals, financial intermediaries, and institutional clients such as sovereign wealth funds. The firm employs a multi-faceted investment approach combining fundamental, technical, and macroeconomic analysis with risk management and asset allocation strategies, and also offers wealth management, consulting, and concierge services.

Jonathan Underkofler is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., BNY Mellon Wealth Management, Waddell & Reed, Ameriprise, Citicorp Investment Services, Chase Investment Services Corp., and Banc One Securities Corporation. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, combining discretionary and non-discretionary portfolio management with institutional research and operational capabilities.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Sequent Planning in 2024, he worked at Allstate Financial Advisors, LLC, Allstate Financial Services, LLC, and Allstate Insurance Co. from 2016 to 2024. Quinn is also an independent insurance agent with Senior Market Sales, focusing on insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and a range of retirement services. The firm employs a structured risk framework and emphasizes diversified manager exposure, tax-aware guidance, and uses various platforms for investment and administrative support.

Drew Elwell is a financial advisor at Simplicity Wealth in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Simplicity Wealth, Drew was associated with Maia Wealth, LLC and BennCo Advisors, and has a background that includes education roles at CU Boulder and local schools. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment strategy using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisors.

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.

Eric Palmer is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, institutional investors, and government entities. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Christian Lewton is a financial advisor with GHP Investment Advisors Inc in Denver, CO, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at East Daley Capital Advisors, Inc. and Janus Capital Group. 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 employs a team approach, focuses on long-term equity and fixed-income investments, and offers additional services through its affiliated family office.

Kyrie Greathouse is a financial advisor at Buck Wealth Strategies, LLC in Denver, Colorado, holding a Series 65 designation with three years of industry experience. Prior to joining Buck Wealth Strategies, Kyrie worked at Oxford Wealth Advisors, TownSquare Capital, and Portside Wealth Group. Additionally, Kyrie is involved with E.A. Buck Financial Services as a financial advisor and insurance agent. 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 focused on tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Christopher Pelley is a financial advisor at BFC Planning, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Apollon Wealth Management. Outside of advisory roles, he is involved in insurance product sales and serves as managing director of SafeHaven Asset Protection. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in client assets through a network of independent advisors offering customized portfolio strategies and fee arrangements.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes automotive work and recent academic studies. TCI Wealth Advisors serves a range of clients including individuals, business entities, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology for consolidated reporting, managing several billion dollars in client assets.

Juliet Hull is a CFP® professional with 11 years of industry experience, currently advising at AlphaCore Capital LLC since 2026. Her prior experience includes roles at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing a diversified approach that includes traditional and alternative investment strategies as well as tax preparation and retirement plan advisory services.

Josef Rau is a financial advisor at BOK Financial Securities, Inc. in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. BOK Financial Securities serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Barringer Martin is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with CCM Partners and RFS Partners since 2008. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account types and advisory mandates. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and derivatives, ESG screening, and data-science techniques.

William Davis is a financial advisor at Earned Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Earned Wealth Advisors, he worked at Beacon Pointe Advisors LLC and has a background that includes roles in healthcare and community testing services. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, focusing particularly on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning tools and discretionary management.

Gregory Carlin is a financial advisor at BOK Financial Private Wealth, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Bessmer Trust Company for eight years. Carlin is based in Denver, CO. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment approach utilizing research from BOKF, NA’s Strategic Investment Advisors group and offers diversified portfolios with fiduciary support and customized financial plans.

Willem Bloemsma is a financial advisor at Compound Planning, Inc. in Denver, CO, holding a Series 65 credential with nine years of industry experience. His previous roles include positions at Personal Capital and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm employs a customized, risk-based investment approach utilizing a variety of strategies and third-party partnerships, including tax-aware direct indexing and specialized lending solutions.

Michael Kloberdanz is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has been involved with Client One Securities, LLC since 2013. Outside of advisory work, he is active in marketing and sales of life insurance, fixed and fixed index annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.