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.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.

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.

Peter Pittman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Aspen Leaf Wealth Management, PBC since 2020 and previously held roles at Tedstrom Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Aspen Leaf Wealth Management, PBC is a fee-only firm serving individuals, families, trusts, and small-business retirement plans. The firm emphasizes strategic, asset-allocation-driven portfolios with ESG screening and manages approximately $75.5 million across a two-advisor team.

Michael Rochman is an advisor at WMK Investment Partners in Denver, CO, holding Series 63 and Series 65 licenses with no prior industry experience. He is a principal and member of the investment committee at Volta Energy Technologies, a venture capital firm where he has served since 2019. WMK Investment Partners provides investment advisory and family-office style services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm’s investment approach emphasizes strategic asset allocation across various asset classes, quarterly portfolio reviews, and discretionary rebalancing tailored to clients’ risk profiles.

Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and Charles Schwab & Co., Inc. Grantd Wealth, Inc. is a recently reorganized registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services primarily for individual clients. The firm employs a tailored investment approach using ETFs, equities, fixed income, options, and technical and fundamental analysis, with an emphasis on tax-aware planning and occasional use of third-party subadvisors.

Brian Mc Kinney is a CFP® professional with 14 years of experience in financial advising. He is currently with Collective Wealth Partners, LLC, where he has worked since 2022. His prior experience includes roles at GRID 202 Partners, Smart Money Group LLC, Denver Public Schools, DaVita, USAA Financial Planning Services, Merrill, Blackrock Investment Management, and others. Outside of his advisory work, Brian is also an owner and speaker for a non-investment-related speaking business. Collective Wealth Partners is a wealth management firm that provides comprehensive financial planning, investment management, retirement plan advisory, and estate planning services to individuals, families, trusts, and small businesses. The firm emphasizes customized portfolio construction and offers employee financial-wellness programs and educational counseling, including services tailored to women and minorities.

Peter Locke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at InSight, Corp. since 2020. His prior experience includes roles at TD Ameritrade Investment Management, LLC and Scottrade. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, generally requiring a $250,000 minimum relationship. The firm employs an investment approach based on fundamental analysis and internally constructed model portfolios, offering both standardized and fully customized portfolio management with discretionary oversight.

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.

Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.

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.

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.

Ryley Cowan is a financial advisor at Welch Financial Planning, LLC in Boulder, CO, holding a Series 65 credential. He has been with Welch Financial Planning since 2023 and has prior experience at Castle Real Estate Group. Welch Financial Planning serves individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses individualized financial plans and a “Bucket System” for asset allocation across different time horizons, offering both portfolio management and integrated financial planning 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.

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.