Muhammad Jalill is a Series 65-licensed financial advisor at Earned Wealth Advisors, LLC with four years of industry experience. He previously worked at Fisher Investments and Parallel Financial. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by third-party consultants and an internal committee.

James Glasheen III is a CFP® professional with 15 years of industry experience, currently with Parallel Advisors, LLC since 2024. His prior experience includes roles at Colorado Wealth Group, Changepath, LLC, and Fidelity Investments. Outside of his advisory work, he is an independent insurance agent specializing in life and disability insurance. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial for 28 years before joining Winthrop Advisory Group in 2017. Outside of his advisory role, he serves as a Massachusetts Notary Public. Winthrop Wealth provides discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudence-based investment approach combining in-house and third-party management, with a client base that includes both retail and institutional entities.

Franklin Levering is a CFA® charterholder with 14 years of experience at Carret Asset Management, LLC, based in Denver, CO. He has been with Carret since 2012. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm employs tailored investment strategies based on fundamental research and periodic rebalancing, offering a variety of specialized approaches such as Fixed Income Opportunity and Leveraged Opportunity strategies.

Hannah Lockard is a CFP® professional with seven years of industry experience. She is currently with Root Financial Partners and previously worked at Brooklyn FI, LLC, Pittenger & Anderson Inc, and Farmer's Insurance. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programs and online academies separate from its advisory services.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. 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 consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.

Thomas Gillin is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at Maia Wealth since 2021, with prior roles at Amazon and several other companies. Outside of his advisory work, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis within a long-term investment strategy, integrating technology and third-party platforms to implement ETF-based portfolios and offering specialized estate and tax coordination services.

Gordon Baker is a financial advisor at Simplicity Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Transamerica Financial Advisors and Securities America. Outside of his advisory roles, he is involved in a retail business buying and selling cars and watches. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers.

Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Joseph Volcheck is a CFP® and holds a Series 65 license with six years at Brighton Jones LLC and four years at Cerner, totaling five years of industry experience. He is based in Denver, CO. Brighton Jones LLC serves a diverse client base including high-net-worth individuals, families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investment opportunities.

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.

Douglas Pardieck is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Prime Capital Investment Advisors, LLC. Outside of advisory services, he is an independent insurance agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation, with performance-based fee arrangements and insurance brokerage activities distinguishing its service offerings.

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 19 years of experience in financial advising. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Kestra Advisory Services, and KESTRA Investment Services. Outside of his advisory work, he serves as president of the Cherry Creek Softball Booster Club and volunteers for a local organization called Slammers, as well as participating on a golf committee. 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, third-party money manager selection and monitoring, and retirement plan consulting, providing customized advice and various investment solutions through discretionary and non-discretionary manager relationships.

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 Series 66-licensed financial advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at Thrivent Financial and American Income Life. Outside of finance, he works as a snow carver and sculptor on a contract basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and Pershing. The firm combines advisory, brokerage, and insurance services within the Mutual of Omaha group.