William Brown is a Series 65-licensed financial advisor with seven years of industry experience. He is affiliated with Hebert Advisory Services Inc in Littleton, CO, and has been retired since 2013. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory services to individual, institutional, and business clients. The firm’s investment approach utilizes its proprietary Institech technical research combined with fundamental analysis to guide discretionary portfolio management across multiple account styles.

Ned Meloni is a CFP® with 18 years of experience in the financial services industry. He is currently with Crusonia Wealth Advisors LLC in Denver, where he has worked since 2025. His prior roles include positions at Financial Steward Associates, LPL Financial, Elevations Credit Union, CUSO Financial Services, GWFS Equities, and Northstar Realty Securities. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering wealth advisory services that combine discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and it is affiliated with a CPA firm that provides tax preparation and related services.

Austyn Garcia is a CFP® and Series 66–licensed financial advisor with Denver Wealth Management, Inc., with five years of industry experience. Since 2018, Austyn has worked with Denver Wealth Management and has been registered with LPL Financial since 2021. Outside of advisory work, Austyn serves as Treasurer for Tech Center Toasters, a non-investment-related community organization. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined, customized investment approach that integrates a proprietary scoring process and offers both discretionary management and algorithm-driven portfolios.

Trevor Tripp is a financial advisor at Kozak & Tripp Private Asset Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Private Client Services and Cetera Advisors LLC prior to his current role. Kozak & Tripp provides investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm emphasizes active portfolio management using a disciplined process that incorporates Modern Portfolio Theory metrics and both fundamental and technical analysis.

Roger Segler is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and three years of industry experience. Before joining Heirloom Wealth Management in 2022, he spent twelve years with All Recycling, Inc. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing approximately $1.1 billion for about 829 clients through a team of 18 advisors. The firm offers discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, incorporating goal-based plans and diversified portfolios.

Andrew Howard is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Quartz Partners Investment Management and previously worked at AthenaInvest Advisors LLC. Howard also serves as Vice President of Product Development at AthenaInvest, Inc., a software services data provider. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, digital platforms, and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, maintained by an investment committee.

Michael Euston is a CFP® with 15 years of experience in the financial services industry. He has worked at Heirloom Wealth Management LLC since 2018 and previously at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is a 50% owner of Heirloom Tax Solutions, LLC, which provides tax planning and coordination services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm offers discretionary investment management and financial planning, using a goal-based process and risk assessment tools to develop and manage portfolios.

Angelina Sanchez is a financial advisor at Edgerock Wealth Management with a Series 65 designation and one year of industry experience. Her prior roles include positions at Goldman Sachs and Greystar. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning with investment strategies tailored to clients' goals and risk tolerance, utilizing fundamental and technical analysis alongside strategic and tactical asset allocation.

Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at LPL Financial LLC and has held various positions including roles at DoorDash and Colorado Christian University. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process and incorporates a proprietary scoring system for portfolio construction, managing over half a billion in client assets through a mid-sized team.

Jamie Olson is a CFP® professional with four years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC. Prior to joining Heirloom, Olson worked at GPS Wealth Strategies Group, True Wealth Advisors, and LPL Financial. Outside of financial advising, Olson has experience in portrait photography through a prior role at Reese and Co Portraits. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach and discretionary portfolio management, utilizing a range of investment vehicles and proprietary tools to assess client risk tolerance.

James Osborne is a CFP® professional with 15 years of industry experience, currently serving at Bason Asset Management since 2012. He holds Series 63 and Series 65 licenses and works from Lakewood, Colorado. Bason Asset Management provides portfolio management and financial planning services to individuals, families, retirement plans, foundations, endowments, and other nonprofit organizations. The firm follows a passive investment philosophy based on the Efficient Market Hypothesis, using primarily mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

Nicole Baranda is a CFP® with five years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc. She previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., accumulating four and five years of experience respectively. Her background also includes roles outside finance, such as positions at Ascend Cannabis Co, Wag, Nickel Restaurant, and The Curtis Hotel. SHJ Wealth Advisors is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across roughly 868 client relationships using active asset allocation and a variety of investment vehicles, while offering financial planning, portfolio management, and employer retirement-plan services.

Timothy Szymanski is a financial advisor with Forty North Wealth in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Panoramic Investment Advisors since 2022 and previously at Neidiger, Tucker, Bruner Inc. from 2015 to 2022. Outside of advising, he is the president and owner of Avalon Retirement Specialists and also tutors students in computer science and artificial intelligence. Forty North Wealth serves individuals, families, trusts, estates, retirement plans, and charitable foundations with discretionary investment management, financial planning, and consulting. The firm uses a tailored approach based on client risk tolerance and objectives, leveraging third-party platforms for reporting and planning, and offers access to alternative investments and sub-advisors as part of its strategies.

Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

Jonathan Glazier is a Series 65 licensed advisor with Lord and Richards Wealth Management, where he has worked for two years. He has prior experience at AE Wealth Management and has held educational roles at Beth Eden Baptist School and Colorado Christian University. Glazier is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and customized investment policy statements. The firm uses diverse analytical methods and manages portfolios that typically include equities, fixed income, and ETFs, operating under a seven-advisor team with approximately $104 million in discretionary assets.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining EdgeRock Wealth Management in 2023, he worked at Morgan Stanley for two years and Charles Schwab for eight years. Outside of his advisory role, Adler serves as a consultant and industry expert for Guidepoint/Alphasights. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm creates individualized investment strategies using a combination of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches, typically implementing these on a discretionary basis.

Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Cigna, Emist, and Morningstar Partners, L.P., as well as academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and private investment introductions. The firm uses multiple investment strategies tailored to client risk profiles and operates alongside an affiliated adviser managing private pooled investment vehicles.

Logan Smith is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Horizon Wealth in Denver, CO. His prior roles include positions at Emerson Equity LLC, Root Financial Partners, Crux Wealth Advisors, Raymond James Financial Services, and Charles Schwab. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for roughly 163 client relationships across six advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, utilizing diversified asset allocation with an emphasis on tax-aware planning and coordination with clients’ other advisors.