Jeffrey Miller

Nicholas Weisert is a CFP® with 12 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm manages approximately $60.4 million in assets and is known for its work with charitable organizations and ERISA fiduciary services, utilizing third-party model portfolios and sub-advisers to implement tailored investment strategies.

Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Katelyn Meuse is a CFP® certificant and Series 63 license holder with three years of industry experience. She currently advises clients at Arete Wealth Strategists, having previously worked at Northwestern Mutual Wealth Management Company and Segall Bryant and Hamill LLC. Outside of advisory work, she has experience working in the restaurant industry as a server. Arete Wealth Strategists serves individual, high-net-worth clients, and small businesses, providing comprehensive financial planning, portfolio management, retirement plan consulting, and education-savings account management. The firm employs a combination of active, Core+Satellite, and passive investment strategies, utilizing technology-assisted tools with human review, and offers tailored service tiers along with offshore and cross-border wealth management solutions.

Joseph Davis is a financial advisor with Tree Line Strategy Group LLC, holding a Series 65 credential and two years of industry experience. Prior to founding his independent firm, he worked for ten years at The Coca-Cola Company. In addition to advising, he provides consulting services to consumer goods companies on business strategy, digital commerce, and customer segmentation. Tree Line Strategy Group LLC offers discretionary portfolio management and sponsors a wrap fee program, serving individual and high-net-worth clients. The firm employs an active, technically driven investment approach that integrates charting, cyclical and technical analysis, Elliott-Wave principles, and volatility analytics across various securities.