Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.

Michael Haines is a financial advisor with Essential Investment Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Essential Investment Partners since 2019 and concurrently at Maurer & Associates Capital Management since 2014, as well as at Christom, LLC since 1999. Outside of advisory roles, he is involved with Christom LLC property rental activities. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm that provides customized portfolio management and consulting services to individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on an earnings-growth–driven U.S. mid/large-cap equity strategy combined with diversified investment vehicles and emphasizes documented performance disclosure and regular client reporting.

John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.

John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

Kurt Leeney is a financial advisor at Infinium Investment Advisors, LLC with six years of industry experience. He has held roles at Plaisance Capital LLC and J.P. Morgan, including positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. He holds Series 63 and Series 65 designations. Infinium Investment Advisors serves individuals, high-net-worth clients, retirement plans, trusts, institutions, and estates with investment management, financial planning, and retirement-plan consulting. The firm employs a portfolio approach centered on asset allocation and modern portfolio theory, offering a range of investment options and integrating financial planning and participant education into its services.

Jennifer Mc Elderry is a Series 65-licensed advisor at Paller Financial Services, Inc. with one year of industry experience. Prior to joining Paller Financial Services, she worked in tax preparation and consulting roles at firms including H&R Block, Intuit TurboTax, and Excel CPA. She also operated McElderry Consulting for ten years. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using a wide range of instruments and option-writing strategies, and combines tax and accounting services with discretionary portfolio management.

Quinlan Vande Koppel is a financial advisor at Peak Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked exclusively at Peak Capital Management since 2018, following a brief tenure at Legacy Bank. Peak Capital Management manages approximately $165.2 million for a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs an absolute-return, risk-managed investment approach using tactical, dynamically hedged model portfolios that incorporate equities, ETFs, mutual funds, and income assets.

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

Toni Vaughan is a financial advisor at Spark Asset Management Group with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BTS Asset Management, TK Consultants, and Synergy Investment Group. Spark Asset Management Group is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on tactical asset allocation using trend-following algorithms combined with technical and fundamental research, primarily employing ETFs, mutual funds, and sub-accounts, while also offering strategic and specialty portfolios tailored to client objectives.

Rebecca Kennedy is a CFP® with 21 years of industry experience. She has been with Impactfolio LLC since 2019 and previously operated Kennedy Financial Planning, LLC from 2013 to 2019. Outside of her advisory work, she manages a rental property business with her husband. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm uses a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis and provides discretionary investment management along with ongoing and project-based financial planning.

Craig Rottman is a financial advisor at Financial Strategies Group with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Aurora Securities Inc. and Secure Asset Management. Outside of finance, he serves on the RCSC Certification Committee, overseeing seminary candidates seeking ordination in the RCA. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, providing portfolio management and financial planning services. The firm employs firm-developed model portfolios based on Modern Portfolio Theory, primarily investing in mutual funds and ETFs.

Mark Paller is a CFP® professional with 27 years of experience in financial advising. He has led Paller Financial Services, Inc. since 2000. Outside of his advisory work, he manages the commercial property where his office is located. Paller Financial Services provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach to manage downside risk and uses a broad range of instruments, including option-writing strategies, while also offering tax and accounting services through licensed CPA principals.

Jason Irving is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. before joining Irving Planning & Investments, Ltd. in 2020. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes fundamental analysis to select investments and manages portfolios on a discretionary basis, implementing asset-allocation strategies across multiple asset classes primarily through mutual funds and ETFs.

Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.

Andrew Kark is a CFP® and PFS™ with 10 years of industry experience, currently serving at M.Z. Kark & Associates, Inc. in Denver, CO. He has been with the firm since 1993 and is a principal and 20% owner of Israel Investment Advisors, an RIA managing a fund focused on publicly traded Israeli securities, where he primarily markets the fund to nonprofit Jewish institutions. M.Z. Kark & Associates serves individual clients, including trusts and business owners, managing approximately $305 million for about 155 clients. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and separately managed accounts, with an emphasis on long-term holdings and a policy that restricts trading to funds and managed account programs rather than individual securities.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.

Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with 15 years of industry experience. He holds a Series 65 designation and has been with Downing Street Wealth Management since 2010. In addition to his advisory role, Morrison provides certified public accountant and tax preparation services through an affiliated tax management entity. Downing Street Wealth Management offers fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm follows a long-term, predominantly passive investment approach and is formally affiliated with a tax practice that provides tax planning and preparation services to clients.

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Michelle Walters is a financial advisor at Summit Hill Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at MPW Enterprises for six years. Walters has been with Summit Hill Wealth Management since 2019. Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, foundations, and state or municipal government entities. The firm offers a blend of indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory, serving an uncommon mix of clients including retirement plans under ERISA fiduciary roles.