John Goltermann is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Townsend, where he has worked for four years. His prior experience includes roles at Obermeyer Wood Investment Counsel and Highgate Securities Investments LLC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a mix of top-down macro and bottom-up fundamental analysis, offering customized financial planning and asset management services.

Conner Murray is a financial advisor at Mountain Capital Investment Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2021. His prior experience includes roles at JPM Institutional Investments Inc and JPM Investment Management from 2018 to 2021, as well as Jackson National Life Distributors LLC from 2016 to 2018. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth using low-cost, diversified funds, individual securities, and ongoing portfolio monitoring.

Brian Quint is a CFP® and Series 65-registered advisor with Mountain Capital Investment Advisors Inc, where he has worked since 2020. He has five years of industry experience and previously worked at Ace Hotel for seven years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Steven Carlisle is a CFP® professional with 11 years of experience in financial advising. He is currently with Townsend and has previously worked at Private Client Services, OSAIC, Townsend & Associates, Inc., and Securities America Inc. Carlisle serves as a co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and variable annuity services, utilizing a combination of top-down macro and bottom-up fundamental analysis tailored to individual client needs.

Savannah Chacon is a CFP® and ChFC® affiliated with Mountain Capital Investment Advisors Inc, with nine years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Mutual of Omaha Investor Services, Inc. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term investment strategies using low-cost, diversified mutual funds and ETFs, combining fundamental and technical analysis with ongoing portfolio monitoring.

Greg Graham is a CFP® and ChFC® with 26 years of industry experience. He currently works at Townsend in Westminster, CO, where he has been since 2026. Prior to Townsend, he spent 15 years at Tiaa and TIAA-CREF. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm employs a team of 18 advisors managing approximately $1.52 billion, offering tailored financial planning and asset management using a combination of top-down macro and bottom-up fundamental analysis.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Craig Wear is a CFP® with 23 years of industry experience, currently serving at Q3 Advisors, LLC. His prior work includes roles at Reditus LLC, Eagle Mountain Advisors LLC, and founding his own advisory firms, Craig Wear Financial Group LLC and Craig G. Wear CFP Inc. Outside of advisory work, he manages a rental property business. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed, pre-determined fees and does not manage investment portfolios or recommend specific securities.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.

Christopher Kolker is a CFP® with 26 years of industry experience and is currently a financial advisor at Triumph Capital Management. He previously worked at Bay Colony Advisors for nine years. He also serves as a Colorado State Senator, a role unrelated to his advisory work. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm utilizes a blend of fundamental, cyclical, and technical analysis across various asset classes and provides model-based programs alongside access to third-party asset managers.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Her background includes roles outside finance, such as positions at the Inn at Pleasant Lake and the University of Vermont. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs diversified portfolios that blend passive and active strategies and manages a substantial portion of assets through its wrap fee program.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Scott Ranby is a CFP® with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at Kuhn Advisors, Inc. for 11 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm focuses on customized, long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on discretionary account management and tax-aware trading.

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 63 licenses. His prior experience includes roles at Simplicity Wealth and MML Investors Services LLC. Owens is also licensed to provide life, variable, accidental, and health insurance products outside of his advisory work. Maia Wealth offers investment management and supervisory services to individuals, trusts, estates, and businesses, incorporating financial planning and retirement plan advisory. The firm utilizes a combination of fundamental, technical, and cyclical analysis, with portfolio reviews at least quarterly, and integrates technology alongside traditional advisory methods in its investment approach.

Alan Goodman is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Maia Wealth and has held roles at Simplicity Wealth, WealthSource Partners, LLC, Clear Creek Asset Management LLC, and Chrome Asset Management LLC. He serves as an industry liaison for the University of Colorado Boulder, managing relationships between the engineering departments and industry partners. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, businesses, and institutions, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory oversight with technology-driven solutions, including robo-advisor platforms and specialized estate and tax coordination services.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

Bartlett Snyder is a financial advisor with ValMark Advisers, Inc. in Denver, CO, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has been with ValMark Advisers since 2012 and has longstanding affiliations with Valmark Securities, Inc. and Churchley Financial Group dating back to 2007. Outside of his advisory roles, he is involved in various insurance consulting and referral activities related to disability, long-term care, and fixed life insurance. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes a diversified, goal-based investment approach through proprietary and third-party platforms, including sub-advisory relationships and wrap fee programs, and is notable for its involvement with investment-company products and index licensing.