Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.

Trevor Schimschock is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at KilterHowling LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC, James Dreiling, Crestone Asset Management, Great West Investments, and Janus Henderson Investors. Outside of his advisory work, he owns WPSquared LLC, a company that holds real estate rental properties. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies focused on mutual funds, ETFs, individual equities, bonds, and alternative investments, managing approximately $258 million in assets with a small team of three advisors.

Aaron Deitz is a financial advisor at BSW Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. His prior roles include positions at Focused Energy, Sonotize, and RMB Capital Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors, employing a top-down tactical asset allocation approach and offering comprehensive financial planning, portfolio management, and impact investing strategies.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Gregory Casals is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Swift Group, LLC since 2017. Prior to this, he worked at Fortis Asset Management for one year. He holds the Series 63 designation and is based in Boulder, CO. Black Swift Group is a small advisory team managing approximately $558 million in discretionary assets, primarily for high-net-worth individuals, corporations, trusts, and foundations. The firm employs a blended top-down and bottom-up investment process across equities, fixed income, and alternative investments, tailoring portfolios under discretionary authority and offering both separately managed accounts and pooled fund vehicles.

Madeline Stutz is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding a Series 65 designation with two years of industry experience. She has been with The Millstone Evans Group since 2022, including during her time as a college student. The Millstone Evans Group serves individuals, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm develops tailored financial profiles and investment plans, managing portfolios with mutual funds, ETFs, stocks, fixed income, and other strategies that include fundamental, technical, and ESG analysis.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.

Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.

Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.

Richard Anderson is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. Prior to his advisory career, he worked for 17 years at ICON Eye Care. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts and private limited-partnership funds. The firm employs a blended top-down and fundamental bottom-up investment approach, incorporating fixed income, equities, and alternative investments to manage volatility and pursue income.

John Lynch is a financial advisor at Worth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Royal Funds Management LLC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party managers while maintaining oversight and due diligence.

Olivia Otoole is a financial advisor with BSW Wealth Partners in Boulder, CO, holding a Series 65 designation and four years of industry experience. Her work history includes roles at Sequoia Financial Group and multiple positions within BSW Wealth Partners since 2018. Prior to her financial advisory career, she worked at the University of Colorado and its Admissions Office. BSW Wealth Partners advises a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation approach with discretionary macro-level rebalancing and offers customized portfolios and a dedicated Visionary Impact Investing program, operating as a Colorado Public Benefit Corporation with an explicit impact and values statement.

Michelle Burns is a financial advisor at Mountain Capital Investment Advisors Inc in Westminster, CO, holding a Series 65 designation with seven years of industry experience. She has been with Mountain Capital Investment Advisors since 2011. In addition to her advisory role, she works as a staff accountant for Mountain Capital CPAs in Denver. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm employs a long-term investment approach, using diversified portfolios that emphasize low-cost mutual funds and ETFs, combined with fundamental and technical analysis tailored to client goals and risk tolerance.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.

Terry Robinette is a financial advisor with Peak Asset Management, LLC in Louisville, CO, holding 26 years of industry experience. He has been with Peak Asset Management since 2012. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, retirement-plan advisory services, and separately managed municipal bond accounts, employing a client-specific investment policy statement and a mix of fundamental, technical, and qualitative analysis.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services in various capacities prior to joining Aspen Wealth Strategies in 2020. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations with approximately $312 million under management. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, alternatives, and options, alongside proprietary quantitative models.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

Ralph Rigler is a CFP® professional with eight years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at Core Wealth Management, TIAA-CREF, Creative Planning, Exencial Wealth Advisors, and JPMorgan Securities. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee, planning-level engagements without managing investment portfolios or recommending specific securities. The firm serves individual clients with offerings such as Roth conversion strategies and comprehensive financial plans, and coordinates with independent CPA firms for tax return preparation.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.