Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.

Karen Jorgensen is a financial advisor at Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has worked with Sanctuary Advisors since 2016 and has prior experience at Geneos Wealth Management and various Sanctuary-affiliated entities dating back to 2011. Jorgensen also works as a registered assistant for Sanctuary Advisors. Sanctuary Advisors provides portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs multiple analytical methods and operates on a non-discretionary basis, managing assets with client approval for all trades.

Michael Brannon is a financial advisor with APO Financial Services, LLC in Westminster, CO. He holds the Series 63 and Series 65 designations and has 15 years of industry experience. His prior firms include Edelman Financial Engines, LPL Financial, and CUSO Financial Services. APO Financial Services serves individuals, business entities, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. The firm tailors portfolios to clients’ objectives using a variety of investment analyses and maintains ongoing monitoring and rebalancing.

Scott Schubert is a CFA® charterholder with 16 years of industry experience. He has been with Sonoran Capital Management, LLC since 2010 and is also affiliated with New York University. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies with fixed income and derivatives used mainly for hedging. The firm employs a top-down global macro process supplemented by a proprietary model to guide investment decisions and manages portfolios according to firm strategies rather than individualized security selections.

Steven Higgins is a CFP® with 20 years of experience in the financial industry. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. Prior to that, he held roles at Raymond James Financial Services Advisors and LPL Financial. 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 tailored asset allocation and ongoing portfolio monitoring based on each client’s Investment Policy Statement and applies modern portfolio theory within a range of investment vehicles.

Peter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.

Jason Billingsley is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently associated with 5280 Capital and has worked at Commonwealth Tax Services, LLC and Commonwealth Investment Advisors LLC since 2013. In addition to his advisory role, he is licensed to transact accident, health, life, disability, and long-term care insurance. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

Nicole Araya is a financial advisor at Seven Mile Advisory LLC based in Denver, CO, holding a Series 65 designation with three years of industry experience. Her prior experience includes roles at Crestone Asset Management, Evercore Partners, and AJ Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes customized portfolios using a combination of passive and active strategies and works with a limited number of sophisticated clients through a concentration of advisory relationships.

Bryan Sullivan is a CFP® with 19 years of industry experience, currently affiliated with Cohesion Wealth Management, LLC. He has held roles at Epiqwest Culver Wealth Advisors, Asset Exchange, and American Portfolios Financial Service, Inc. Outside of advising, he is involved in marketing and client outreach for The Asset Exchange and supervises insurance agents at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management and financial planning services to individuals, foundations, trusts, retirement plans, and charitable organizations. The firm employs a risk-profile driven asset allocation process combined with both quantitative and qualitative due diligence and offers access to third-party managers and alternative investments.

Minesh Amin is a financial advisor at 5280 Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Commonwealth Investment Advisors since 2018. In addition to his advisory role, Amin is involved in tax preparation and accounting through Commonwealth Tax Services and his own firm, Greenbriar Accounting & Tax Services. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at TGRP Solutions, Band-It IDEX, Envestnet, Inc., and RSM US LLP. 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 uses modern portfolio theory to construct portfolios and manages assets through mutual funds, ETFs, equities, fixed income, structured products, and separately managed accounts.

Jay Mccormick is a CFA charterholder with 19 years of industry experience. He has been with Helm Investment Management, LLC since 2006. Helm Investment Management serves individual clients and families, including business owners and corporate executives, providing discretionary portfolio management and limited-scope financial planning. The firm employs a global asset allocation strategy based on Modern Portfolio Theory, managing approximately $322 million across 135 households.

Nicholas Wolverton is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has been with Peak Financial Management, Inc. since 2015. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm uses a phased planning approach combining consulting, coaching, and investment management, employing fundamental analysis and Modern Portfolio Theory to construct portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed income.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with four years of industry experience. She holds the Series 65 designation and has worked at Epiqwest Financial Corporation since 2017. Outside of her advisory role, she provides bookkeeping and accounting services as an independent contractor. Cohesion Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, foundations, trusts, employer-sponsored retirement plans, and other entities. The firm employs a risk-profile-driven asset allocation process, integrates third-party platforms for implementation and reporting, and provides specialized retirement-plan advisory and alternative investment guidance.

Brian Sells is a CFP® and Series 65 credentialed advisor with 27 years of industry experience. He has been with Peak Financial Advisors in Denver, CO since 1997. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing discretionary investment management alongside tax return preparation and planning.

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.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 26 years of industry experience. He has been with Peak Asset Management since 1999. Outside of his advisory role, he serves as a director for several family office and mining-related entities. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of individual securities or mutual fund/ETF strategies, with an emphasis on long-term management and a range of analytical approaches.