Justina Welch is a CFP® with 26 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. She holds Series 63 and Series 65 licenses and operates out of Denver, CO. Integrity Wealth Solutions LLC serves individual and family clients, including high-net-worth households, retirement plans, and nonprofit entities, providing comprehensive financial planning and portfolio management. The firm employs an allocation-driven investment approach based on the Efficient Market Hypothesis, emphasizing diversification and primarily passive strategies with selective active management.

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.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.

Michael Rochman is an advisor at WMK Investment Partners with Series 63 and Series 65 credentials. He has no prior industry experience but has been a principal and investment committee member at Volta Energy Technologies, a venture capital firm, since 2019. WMK Investment Partners provides investment 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 and offers discretionary portfolio management along with outsourced family office capabilities through a partnership with Family Office Resource Group.

Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 66 and Series 63 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley and Charles Schwab & Co., Inc., among others. Grantd Wealth, Inc. is a recently reorganized registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individual clients using a variety of investment strategies including ETFs, equities, fixed income, and options, with an emphasis on tax-aware planning and tailored asset allocation.

Brian Mc Kinney is a CFP® with 14 years of industry experience, currently with Collective Wealth Partners, LLC since 2022. His prior roles include positions at GRID 202 Partners and Smart Money Group LLC. Outside of financial advising, he is a speaker engaged in various non-investment-related speaking engagements throughout the year and co-owns an insurance business specializing in life, disability, annuity, and long-term care products. Collective Wealth Partners is a wealth management firm that serves individuals, families, trusts, and small businesses with comprehensive financial planning and investment management. The firm offers customized portfolios and is notable for its financial-wellness programs and educational counseling aimed at women and minorities, along with business-focused services such as Fractional CFO offerings.

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.

Ethan Anderson is a CFP® credentialed financial advisor at Denewiler Capital Management Inc with five years of industry experience. His prior roles include work at Texas Mountain Flora and AnderMill LLC, where he has been involved for several years alongside his advisory career. Denewiler Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts by providing discretionary portfolio management and comprehensive financial planning. The firm follows a value-based, long-term approach focusing on dividend growth and hand-constructed equity and fixed-income portfolios.

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.

Jack Aksan is a financial advisor at Catey, Inc. in Denver, CO, holding a Series 65 designation with three years of industry experience. He has served as Chief Executive Officer and 100% shareholder of Catey GmbH, a Zurich-based investment advisory firm, since 2000. Catey, Inc. provides discretionary investment management primarily to high-net-worth individuals, business, and institutional clients. The firm employs a blended growth and value investment process incorporating technical momentum, earnings revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

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.

Mark Butler is a financial advisor at Butler Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Butler Financial Services since 2002. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management supported by wealth-management services and financial consulting, using a combination of fundamental analysis, passive index exposures, and selective active security selection, including tactical risk-management strategies involving derivatives.

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.

Chad Hume is a financial advisor at Capital Asset Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at several private banks and financial firms, as well as involvement with various sports and recreational organizations such as the Colorado High School Activities Association and the American Alpine Club. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering a range of model-based mutual fund and ETF strategies alongside custom managed accounts. The firm emphasizes fundamental analysis with multi-year investment horizons and utilizes third-party platforms including Envestnet and SEI.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

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.

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.

Brendan White is a CFP® with six years of industry experience, currently serving as an advisor at Essential Partners LLC in Denver, CO. His prior experience includes roles at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides discretionary asset management and comprehensive financial planning to high-net-worth individuals, business entities, trusts, estates, and charitable organizations. The firm employs a bespoke investment process that emphasizes global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.