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® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. Prior to this, he worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2006 to 2019. He is the owner of Traverse Group, LLC, which focuses on staff management and financial planning, and also assists clients with tax preparation through Traverse Planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing diverse investment strategies with regular account reviews and portfolio rebalancing.

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.

Abraham Wilson is a financial advisor at Forum Financial Management, LP with a PFS™ designation and nine years of industry experience. His prior work includes ten years at RSM US LLP and ongoing involvement with AJW & Associates. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and outside managers, and offers a turn-key asset-management platform with back-office and sub-advisory services for independent advisors and RIAs.

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.

Austin Myers is a financial advisor with Arax Advisory Partners holding a Series 65 credential and two years of industry experience. His prior professional roles include positions at SRS Capital Advisors, Cedrus LLC, Penn Mutual, Syed Financial Group, and Northwestern Mutual. He is also licensed as a life insurance agent through Penn Mutual, where he places life insurance policies as part of his client services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

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 Series 66 credentialed financial advisor with 17 years of industry experience. She currently works with Foundations Investment Advisors LLC in Denver, CO, and has prior experience at firms including Madison Avenue Securities, Buck Wealth Strategies, and MassMutual Life Insurance Company. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

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.

Maggie Kirchhoff is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Western Wealth Management LLC since 2016, following prior roles at Wisdom Wealth Strategies, Cadaret, Grant & Co., and National Planning Corporation. Outside of advisory services, she is a joint owner of a residential property in Denver. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs a decentralized structure of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Richard Costner is a CFP® professional with 33 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. and G5 Financial Group. He has been with Geneos Wealth Management since 2006 and with G5 Financial Group since 2010. Costner serves as a board member of Trinity Anglican Church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a comprehensive investment approach combining continuous account monitoring, discretionary trading authority, and a range of analytic strategies to meet varied client needs.

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.