Jonathan White is a CFP® with 15 years of experience in the financial services industry. He is currently with White Hawk Wealth Management and previously worked at Western Wealth Management, LLC, LPL Financial, and Edward Jones. White Hawk Wealth Management advises individuals, businesses, and families, providing integrated wealth management that combines investment management with financial planning. The firm constructs portfolios tailored to client objectives using a variety of analytical approaches and investment vehicles.

Michele Pensa is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinity Wealth Management since 2005, including through its current iteration since 2017. In addition to her advisory role, Pensa serves as an affiliate faculty instructor at Metro State University of Denver. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, focusing on asset allocation tailored to clients’ goals, risk tolerance, and time horizon. The firm uses mutual funds, ETFs, and variable annuities, offers both discretionary and non-discretionary management, and conducts regular account reviews and rebalancing.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Adam Blumberg is a CFP® professional with 13 years of industry experience, currently affiliated with Protocol Wealth, LLC in Denver, CO. He is the co-founder and CEO of Interaxis, a business focused on educating financial professionals about digital assets, and also serves as a vice president at Private Circle, LLC, which provides family-office services to high-net-worth individuals. His prior experience includes roles at Chart Wealth Management, LLC and Cambridge Investment Research. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders, DAOs, and trusts, offering wealth management, financial planning, and portfolio management of both traditional and digital assets. The firm integrates traditional and crypto-focused investment strategies, employs AI-supported research and reporting under human oversight, and offers flexible fee structures and modern payment options such as cryptocurrency.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC in Denver, CO, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones for five years and has additional experience at Synergy BIS and DeWolff Boberg & Associates. Regista Financial Strategies provides investment management, financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employer plan sponsors. The firm combines asset-allocation and Modern Portfolio Theory principles with both passive and active strategies, utilizing institutional platforms and custom portfolio construction, alongside the option of alternative investments.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

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 63, Series 65, and Series 66 credentials. His prior roles include positions at Fidelity Digital Asset Management, Fidelity Investments, and other firms focused on digital assets and investment management. He is also involved with Offchain Global, a role he has held for two years. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders and DAOs, providing wealth management, financial planning, and portfolio management of traditional and digital assets. The firm combines fundamental and macro analysis with specialized crypto research and employs a co-intelligence model integrating AI tools with human oversight.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.

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.

Ian Gardenswartz is the principal of IDG Advisors, LLC, an independent registered investment adviser based in Denver, CO. He has 26 years of experience with IDG Advisors and over 41 years in the financial industry, including operating Ian Gardenswartz & Assoc. PC since 1985. Gardenswartz is a certified public accountant. IDG Advisors, LLC provides investment supervisory and portfolio management services primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, and estates. The firm also offers tax-preparation services and assists clients in selecting outside money managers, employing both long- and short-term strategies across various investment vehicles.

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.

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.