Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Ethan Braid is a CFA® charterholder with 24 years of industry experience. He has been with Highpass Asset Management LLC since 2011. The firm provides discretionary investment management along with financial planning and wealth management services to high-net-worth families, individuals, pension and profit-sharing plans, and trusts and estates. Highpass Asset Management typically requires a $1,000,000 minimum and employs a diversified investment approach using ETFs, individual equities, mutual funds, and occasionally options and derivatives.

Aaron Anderson is a CFP® and ChFC® credentialed advisor with 17 years of industry experience. He has worked at FIT Asset Management since 2018 and previously at Private Capital Management LLC from 2015 to 2018. Anderson also serves as a part-time lecturer in financial planning at the University of Colorado. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a proprietary scoring system combining fundamental and technical analysis and offers consulting and separately managed account services to other advisors and institutions.

Connie Terrell is a financial advisor with Asset Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at TransUnion for nine years and at nTHRIVE for one year. She has been with Asset Strategies Group since 2009. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a blend of asset-allocation techniques with technical, fundamental, quantitative, and cyclical analysis, operating mainly on a non-discretionary basis and offering client-driven investment restrictions and hourly consulting engagements.

Benjamin Teselle is a financial advisor at Dorato Capital Management in Denver, CO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LBMZ Securities Inc, Zacks Investment Management, and The Larko Group. Teselle has been with Dorato Capital Management since 2020. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment approach and offers tax preparation services alongside hourly investment-planning advice.

Kevin Alpert is a financial advisor at WMK Investment Partners with one year of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining WMK, he worked at Rockshore Wealth Partners for one year, Amynta Group for three years, and GM Financial for ten years. WMK Investment Partners provides advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles with quarterly reviews and discretionary rebalancing aligned with client risk profiles.

Eric Malden is a financial advisor at Shearwater Capital with 27 years of industry experience. In addition to his advisory role, he has worked as a radiologist at Radiology Imaging Associates since 2000. Shearwater Capital serves individuals, families, high net worth clients, qualified retirement plans, and trusts, managing approximately $427 million for about 180 clients. The firm employs a scientific, long-term investment approach focused on broad global diversification, tax efficiency, and low-cost passive exposure, utilizing mutual funds and ETFs, including Dimensional funds.

Michael Olafsson is a financial advisor at IWR Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. Outside of financial advising, he serves as the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has been involved with for over 25 years. IWR Advisors provides fee-only investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, employing both passive and active strategies, and manages portfolios on a discretionary basis with regular quarterly reviews.

Allison Irving is a financial advisor at Irving Planning & Investments, Ltd. with seven years of industry experience. She previously worked at Charles Schwab & Co., Inc. and spent six years as a homemaker before joining her current firm. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs asset-allocation strategies across multiple asset classes using fundamental analysis and manages accounts on a discretionary basis with regular performance reporting.

Benjamin Spicer is a financial advisor at Lift Asset Management with one year of industry experience. He holds a Series 65 credential and has held positions at both Lift Asset Management and Rocky Mountain Lift Asset Management. Prior to his advisory roles, he worked in educational institutions including the University of Colorado Boulder, University of Colorado, Colorado Mountain College, and Aspen High School. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients. The firm uses a combination of core passive allocations with active tactical adjustments based on fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular reviews.

Ted Devoe is a financial advisor at Millennium Portfolio Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Millennium Portfolio Advisors since 2005. In addition to his advisory role, he operates a part-time accounting and tax preparation business as a sole proprietor under the name T. Robert DeVoe, CPA. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold investment strategy using low-cost mutual funds and ETFs, incorporates Fama-French three-factor analysis, and integrates tax compliance and accounting services for its clients.

William Knowles is a CFA® charterholder with six years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior work includes positions at WMKI Group LLC and BMGI. Outside of his advisory role, he is the Chief Operating Officer of a privately held company investing primarily in automotive retail dealerships. WMK Investment Partners provides family-office style investment advisory services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation and discretionary portfolio management, offering consolidated reporting and outsourced family office capabilities through a membership with Family Office Resource Group.

Brian Perkins is a financial advisor with CDP Financial Group, LLC in Littleton, Colorado, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has worked at Emerson Equity LLC and Colorado Financial Service Corporation, among other firms. Perkins is a principal owner of CDP Financial Group, where he provides investment advisory services and fixed insurance products. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, and business continuity planning. The firm manages portfolios primarily through diversified mutual funds using a seven-point fund evaluation process and tailors allocations based on clients’ risk tolerance and time horizon.

Mark Starosciak is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He has been with Infinium Investment Advisors, LLC in Denver, CO since 2009. Infinium Investment Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, institutions, and estates. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, implementing portfolios based on asset allocation principles informed by modern portfolio theory.

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.

Troy Hamsher is a Series 65 licensed advisor with over 11 years of industry experience. He is the managing member of Hamsher Wealth Management, LLC and is involved in several related entities, including The Hamsher Group, Inc., where he serves as president. He also hosts the Dollars & Sense radio show on KRWZ 950 AM, which focuses on general insurance topics. Hamsher Wealth Management provides financial planning, discretionary asset management, and limited-scope ERISA 3(21) retirement plan advice to individuals, high-net-worth clients, and trusts. The firm employs a range of analytical methods and works through third-party managers, offering clients synchronized reporting and regular performance reviews.

Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.

Molly Cooper is a CFP® professional with 13 years of experience in financial advising. She is currently with Higgins & Schmidt Wealth Strategies LLC in Denver, CO, where she has worked since 2014, including roles at LPL Financial LLC and Raymond James Financial Services. Cooper holds a Series 66 license and has experience as an investment-related insurance agent. 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 employs a modern portfolio theory approach, implementing strategies across various investment vehicles and managing approximately $279 million in client assets.

Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.

Justin Laurin is a financial advisor at Peak Financial Guidance LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. Laurin is also involved in JL Financial, an insurance-related business based in Aurora, CO. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm’s approach integrates various investment strategies and includes access to estate-planning services and insurance products through affiliated licensed agents.