Adam Blumberg is a CFP® with 13 years of industry experience. He is co-founder and CEO of Interaxis, a business that educates financial professionals on digital assets, and also serves as a vice president with Private Circle, LLC, which offers family-office services to high-net-worth individuals. His prior roles include positions at Chart Wealth Management, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. Blumberg works with Protocol Wealth, LLC, a firm that advises a range of clients—including founders, early token holders, businesses, trusts, and decentralized autonomous organizations—on traditional and digital-asset portfolios. Protocol Wealth provides portfolio management, financial planning, and digital-asset advisory services, employing strategies such as staking, liquidity provision, derivatives, and rebalancing across crypto and traditional assets, with support for multi-party computation wallets and smart-contract vaults.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, Gill Capital Partners, Curian Capital, LLC, and Edward Jones. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on early-career professionals and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm combines discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across various asset classes.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Caleb Rillos is a Series 65-credentialed advisor at Full Financial Inc. with no prior industry experience. His background includes service in the United States Space Force and participation as a University of Florida football player. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages roughly $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews aligned to clients’ risk tolerance and time horizons.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Adam Van Wert is a CFP® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral drivers.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others, with experience across traditional and digital asset management. Protocol Wealth advises individuals, businesses, trusts, decentralized autonomous organizations, and protocol treasuries on managing both traditional and digital-asset portfolios. The firm offers portfolio management, financial planning, and digital-asset advisory services, incorporating strategies such as staking, liquidity provision, derivatives, and rebalancing, supported by technology including multi-party computation wallets and AI-assisted research.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.

Joshua Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding a Series 65 credential. He has been with Full Financial since 2025 and has no prior industry experience before joining the firm. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews to align with clients’ risk tolerance and goals.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Ian Gardenswartz is a financial advisor at IDG Advisors, LLC with 27 years of industry experience. He has been with IDG Advisors since 1999 and has maintained his own practice, Ian Gardenswartz & Assoc. PC, since 1985. Gardenswartz is also a certified public accountant. IDG Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, primarily on a non-discretionary basis, and offers tax-preparation services while assisting clients in selecting and implementing outside money managers.

Scott Spangler is a financial advisor at High Country Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with High Country Capital Management since 2017, following a year at Carden Capital. Outside of his advisory role, he is a licensed insurance broker. High Country Capital Management provides financial planning, asset allocation, and investment management services to individuals, business owners, corporate plans, trusts, foundations, and other institutions. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios and offers both ongoing management and consulting engagements.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

Meghan Lynch is a financial advisor at Lynch Financial Group in Denver, CO, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Terumo Blood and Cell Technologies for six years and at Sandoz/Novartis for nine years. Lynch Financial Group serves individuals, including high-net-worth clients, providing portfolio management and financial planning through a two-advisor team managing approximately $7.6 million. The firm emphasizes passive portfolio construction with tailored asset allocation and risk tolerance assessments, supplemented by fundamental analysis and regular portfolio monitoring.

Justin Hobbs is a CFP® professional with 11 years of industry experience. He currently works at Rivertree Wealth and has previously held roles at Cerity Partners LLC, Wealth Legacy Institute, and Boston Mountain Money Management, Inc. Rivertree Wealth serves individual and high-net-worth clients, providing discretionary investment management and standalone financial planning services. The firm uses a passive, risk-based investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

James Boon is a financial advisor at Jupiter Wealth Management, LLC in Glendale, CO, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Tru Independence Asset Management before joining Jupiter Wealth Management in 2018. Jupiter Wealth Management serves individuals, high-net-worth clients, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $416.8 million across 92 client relationships. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and family office services through a wrap-fee program that incorporates fundamental, factor, quantitative, and optimization investment methods.

Matthew Hickey is a financial advisor at Capital Asset Management, LLC in Denver, Colorado, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Hickey serves as president of a homeowners association and is a board member of a nonprofit focused on waterfowl hunting. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, emphasizing fundamental analysis and multi-year investment horizons. The firm offers model-based mutual fund and ETF strategies alongside custom managed accounts and serves retirement plans in a limited-scope ERISA 3(21) fiduciary capacity.

Allison Schmidt is a CFP® with 17 years of industry experience, currently serving at Higgins & Schmidt Wealth Strategies LLC. She has worked at LPL Financial since 2017 and was previously with Raymond James Financial Services from 2010 to 2017. Schmidt is involved in managing a real-estate holding company as an additional business activity. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm emphasizes long-term trading and asset allocation based on modern portfolio theory, utilizing a range of investment products including mutual funds, equities, fixed income, ETFs, and structured products.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.