Brian Miller is a financial advisor at FIT Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FIT Asset Management, LLC since 2015. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, while also providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm uses a proprietary FIT Scoring System combining fundamental and technical analysis to guide investment decisions and discloses the use of borrowing and derivatives in its strategies.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Adam Blumberg is a CFP® with 13 years of industry experience. He is co-founder and CEO of Interaxis, a business that educates financial professionals on digital assets, and also serves as a vice president with Private Circle, LLC, which offers family-office services to high-net-worth individuals. His prior roles include positions at Chart Wealth Management, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. Blumberg works with Protocol Wealth, LLC, a firm that advises a range of clients—including founders, early token holders, businesses, trusts, and decentralized autonomous organizations—on traditional and digital-asset portfolios. Protocol Wealth provides portfolio management, financial planning, and digital-asset advisory services, employing strategies such as staking, liquidity provision, derivatives, and rebalancing across crypto and traditional assets, with support for multi-party computation wallets and smart-contract vaults.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, Gill Capital Partners, Curian Capital, LLC, and Edward Jones. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on early-career professionals and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm combines discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across various asset classes.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Anant Mehta is a financial advisor at Peak Financial Guidance LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Peak Financial Guidance in 2021, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Mehta also operates ASM Financial, Inc., an S corporation involved in life and health insurance sales. 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 integrates various investment strategies and includes financial planning as part of its asset management services.

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Brian Lockhart is a financial advisor with Peak Capital Management, LLC in Greenwood Village, CO, holding a Series 63 designation and 31 years of industry experience. He has been with Peak Capital Management since 2006 and is also affiliated with Shepherd Kaplan Krochuk LLC. Outside of his advisory role, Mr. Lockhart serves as an unpaid director for Newdea, a nonprofit focused on economic development in the developing world, and as an unpaid board member for NanoDX, Inc., a medical device company. Peak Capital Management provides investment management, financial planning, and sub-advisory services to a diverse client base, including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment philosophy that aligns client risk profiles with tactical, diversified model portfolios.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

Nathaniel Mc Harg is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual and Chris Rhyme, and has worked as a senior analyst for The Business Transition Group. Mc Harg also has experience with the University of Denver Athletic Department. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework with fundamental, technical, and quantitative analysis.

Adam Van Wert is a CFP® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral drivers.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others, with experience across traditional and digital asset management. Protocol Wealth advises individuals, businesses, trusts, decentralized autonomous organizations, and protocol treasuries on managing both traditional and digital-asset portfolios. The firm offers portfolio management, financial planning, and digital-asset advisory services, incorporating strategies such as staking, liquidity provision, derivatives, and rebalancing, supported by technology including multi-party computation wallets and AI-assisted research.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Ian Gardenswartz is a financial advisor at IDG Advisors, LLC with 27 years of industry experience. He has been with IDG Advisors since 1999 and has maintained his own practice, Ian Gardenswartz & Assoc. PC, since 1985. Gardenswartz is also a certified public accountant. IDG Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, primarily on a non-discretionary basis, and offers tax-preparation services while assisting clients in selecting and implementing outside money managers.