John Geringer is a financial advisor at Peak Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shepherd Kaplan LLC, Peak Capital Management, and Cedrus. Outside of advising, he serves as Vice President of Geringer Group, Inc., a business coaching firm for small business owners. Peak Capital Management oversees approximately $165 million for over 100 clients, offering discretionary and non-discretionary investment management, financial planning, and sub-advisory services. The firm employs an absolute-return, risk-managed investment approach using tactical, dynamically hedged model portfolios that incorporate equities, ETFs, mutual funds, and income assets.

Jenifer Sapel is a financial advisor at Bright Advisors with 22 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at WCG Wealth Advisors, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and MetLife. In addition to her advisory work, she facilitates workshops and educational presentations through The Practice at Bright. Bright Advisors provides investment management, financial planning, and consulting services to individual, corporate, and institutional clients. The firm employs a client-centered approach with customized strategies, including discretionary portfolio management and outsourced chief investment officer engagements.

Jeffrey Young is a financial advisor with Mathies Financial Partners, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Centaurus Financial, Inc. since 2008 and operates his own legal practice, Jeffrey R. Young & Associates, Inc., where he serves as president and attorney, focusing on estate planning and legal document drafting. Mathies Financial Partners offers comprehensive and modular financial planning services to individuals, trusts, estates, and business entities, utilizing a Modern Portfolio Theory approach and collaborating with third-party money managers for portfolio implementation.

Calvin Lennberg is a financial advisor at Advanced Investments with 12 years of industry experience. He holds a Series 65 designation and has worked as an independent insurance agent since 2010. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning and discretionary portfolio management, along with education planning and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, and offers additional services including insurance products, real estate sales, and mortgage services.

Bryan Jarman is a financial advisor at Panorama Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Infinium Investment Advisors. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts and estates, providing discretionary investment management, financial planning, and consulting. The firm employs an investment process based on modern portfolio theory and utilizes model portfolios with active rebalancing and risk management.

Joseph Mascioli is a financial advisor with Berenz Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. He also maintains an active insurance practice as a sole proprietor. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a fee-only model and combines fundamental, technical, and cyclical analysis to inform its investment process, incorporating strategies such as long-term holdings, active trading, option writing, leverage, and derivatives within separately managed accounts.

Kenneth Macdonald Jr. is a financial advisor at Panorama Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sigma Financial Corporation and Purshe Kaplan Sterling Investments, Inc. He is also involved in providing insurance advice through MacDonald Financial Services, Inc. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, trusts, and estates, offering discretionary investment management, financial planning, and consulting. The firm employs an investment approach based on modern portfolio theory, combining fundamental stock screening, independent research, and technical analysis, while actively managing market risk and conducting regular account reviews.

Zachary Roberts is a financial advisor at Blue Heron Capital with four years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Capital Management. Outside of advising, he is also licensed as an insurance agent for life and health products through an affiliated insurance agency. Blue Heron Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments.

Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.

Adam Horning is a financial advisor at Peak Financial Guidance LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual in various capacities from 2006 to 2019. Outside of advisory services, he is the managing principal of Buffalo Peaks, LLC, an insurance-related business in Parker, Colorado. 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 multiple investment strategies and reviews accounts regularly while also providing access to estate-planning services and insurance products.

Marti Brust is a financial advisor at West End Wealth Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with West End Wealth Management since 2015. Outside of her advisory role, she serves on the boards of Girls Incorporated of Metro Denver and Make-A-Wish Colorado, participating in fundraising and governance activities. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, providing discretionary investment management and integrated financial planning. The firm employs a combined approach of fundamental, cyclical, and technical analysis alongside Modern Portfolio Theory to create customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Clint Thomas is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. He holds a Series 63 designation and works from Denver, CO. Integrity Wealth Solutions serves individual and family clients, retirement plans, and nonprofit entities, providing portfolio management and comprehensive financial planning. The firm employs an allocation-driven approach with a focus on broad diversification and primarily passive strategies, managing about $369 million in discretionary assets across approximately 186 client relationships.

Manuel Mendez is a financial advisor at Stonegate Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brown Brothers Harriman and Showingly Inc. In addition to his advisory role, he serves as the CFO of a technology consulting firm that assists companies in software development. Stonegate Capital Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques and incorporates options and derivative strategies while managing a small, focused client roster.

Bemelekot Tewahade is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Infinity Wealth Management since 2014. Outside of his advisory role, he owns a Canadian insurance agency and a documentary film company focusing on Ethiopian and African history, and he serves as a deacon at Agape Church. Infinity Wealth Management provides personalized portfolio management to individual clients, focusing on asset allocation tailored to client goals and risk tolerance. The firm manages approximately $62.5 million in discretionary assets across about 695 client relationships.

Timothy Itin is a CFA® charterholder associated with Causey Wealth LLC in Greenwood Village, CO. He has over a decade of experience in the financial industry, including twelve years at Northside Capital Management prior to joining Causey Wealth in 2025. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that incorporates both liquid and semi-liquid investment vehicles.

Gregory Brittain is a financial advisor at Wakefield Wealth Management, LLLP in Englewood, Colorado, holding a Series 65 designation with 10 years of industry experience. He has been with Wakefield Wealth Management since 2015 and has been associated with related Wakefield entities since 2012. Wakefield Wealth Management provides discretionary and non-discretionary investment management, financial consulting, and retirement plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm employs quantitative portfolio-building techniques across diverse asset classes and offers specialized options such as Biblically Responsible Equity and digital-asset investment capabilities.

Clint Pekrul is a financial advisor at Peak Capital Management, LLC with 25 years of industry experience. He holds a CFA® designation along with Series 63, 65, and 66 licenses. Pekrul has been with Peak Capital Management since 2016. Peak Capital Management oversees approximately $165.2 million for about 103 clients, offering discretionary and non-discretionary investment management, financial planning, and sub-advisory services. The firm employs an absolute-return, risk-managed approach using tactical, dynamically hedged portfolios that combine equities, ETFs, mutual funds, and income assets, and serves a diverse client base including individuals, pension plans, charities, and corporations.

Sean O'Reilly is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently with FFG Retirement Counseling, where he has worked since 2018, and also serves as Chief Operating Officer and partner at Gormagus, LLC dba Trailhead Systems, a firm that creates processes and systems for financial advisors. His prior experience includes roles at Calton & Associates, Smart Money Group, Vessel Consultants, and Foos Financial. FFG Retirement Counseling provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, along with individual securities when appropriate, and employs proprietary time-horizon models developed through Trailhead Systems to guide asset allocation and portfolio management.

Lance Peterson is a financial advisor at Wakefield Asset Management, LLLP with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Fund Distributors, Inc., UMB Distribution Services, LLC, and Scout Distributors, LLC. Wakefield Asset Management provides discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven domestic equity strategies with multi-asset solutions and offers sub-advisory services through an affiliated adviser.

Oliver Hickel III is a financial advisor at Castle Pines Investment Management LLC with 26 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, related trusts, retirement plans, and foundations. The firm manages a limited number of client relationships using a written Investment Policy Statement and combines macroeconomic analysis with equity, bond, and technical research to guide investment decisions.