Jason Graybill is a CFA® charterholder with 13 years of industry experience. He has been with Carret Asset Management, LLC since 2008. Outside of his advisory role, he is a part owner of a real estate investment company. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, institutions, and other investment advisers. The firm employs tailored investment strategies based on fundamental research and offers a variety of specialized sleeves, managing accounts primarily on a discretionary basis.

Amy Kane is a CFP® professional with five years of industry experience, currently serving as an advisor at Trilogy Capital, Inc. in Denver, CO. Her previous roles include positions at Ashton Thomas Securities, Ashton Thomas Private Wealth, Baird, Wells Fargo, and US Bank. 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, utilizing both in-house models and third-party sub-advisors, and incorporates advanced planning that includes real estate considerations and retirement plan consulting.

Emily Arnold is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. Her prior roles include positions at Jameson Financial Solutions, Madison Avenue Securities, Buck Wealth Strategies, and MASSMUTUAL Life Insurance Company. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across about 29,615 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of investment adviser representatives.

Vipul Varma is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at Regulus Financial Group, FSC Securities Corp, and Advanced Trustee Services. Outside of advising, he works as a process chemical engineer consultant for Archer Daniels Midland Company. Regal Investment Advisors LLC, also known as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, allowing advisers to select strategies tailored to client needs while granting Regal discretionary authority for implementation and rebalancing.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mission Wealth Management, he was a student for ten years. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies and incorporates a range of asset types, including alternative investments and tax-aware trading.

Steven Down is a financial advisor with Mutual Advisors, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Financial Security Management, Inc. and National Planning Corporation. Outside of his advisory role, he serves on the advisory board of Endera Corp, a clean energy vehicle company, where he provides guidance on budgeting, planning, and strategic forecasting. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, selection of third-party money managers, and wrap fee programs to individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

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. in Denver, CO, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Mutual of Omaha since 2016 and previously worked with the National Swimming Pool Foundation. Outside of advising, she serves as a volunteer marketing consultant for the Small Business Development Center in Colorado Springs and co-owns Jasper Restorations Corporation, where she handles administrative and marketing duties. Additionally, she creates content on TikTok. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and financial planning options. The firm operates within the Mutual of Omaha group and utilizes platform relationships to offer model portfolios and third-party manager solutions.

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. with 17 years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and BNY Mellon Wealth Management. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer and capital markets operations with custody, clearing, and prime services, including commodities and derivatives activities.

James Quinn is a financial advisor at Sequent Planning, LLC with 36 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Sequent Planning, he worked at Allstate Financial Advisors, LLC and related Allstate entities for eight years. Quinn is also an independent insurance agent specializing in senior market sales. Sequent Planning, operating as Futurity First Wealth Management, serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, and nonprofit organizations. The firm provides asset management, financial planning, third-party model access, and retirement plan services using a structured risk framework and diversified investment strategies.

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 Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing 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.

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.