Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. 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 offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of advising, Foster provides home health services as a part-time nurse aide for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm focuses on client-specific investment policy statements and employs individual security selection or mutual fund/ETF allocation strategies, offering discretionary portfolio management and integrated financial planning services.

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity in both advisory and brokerage roles from 2016 to 2024. Outside of his advisory work, he assists with operations management for an annual conference organized by SAASTR. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plans, and institutions. The firm employs diversified, multi-style portfolios that combine passive and active strategies, including options and alternative investments, and manages a substantial portion of its assets within wrap fee programs.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks and J P Turner & Company Capital Management. Schowe also engages in insurance sales through an affiliated agency, spending limited time on this activity. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base ranging from individual investors to foundations and estates. The firm employs a multifaceted investment approach, utilizing fundamental, cyclical, and technical analysis, and offers model-based programs alongside access to third-party asset managers.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.

Michael Banks is a financial advisor with Lakeridge Wealth Management LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Cetera, FlanderMeyer Financial LLC, and Financial Network Investment Corporation. Banks is also a non-fiction book author and volunteers with conservation nonprofits such as the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based investment approach and builds customized portfolios primarily with ETFs and mutual funds.

Ronald Stoner is a CFP® with 20 years of industry experience, currently serving at Capstone Wealth Management Group, Inc. in Boulder, CO. He has been with the Capstone organization since 2006, working through its earlier LLC structure and now the current corporation as part of a five-advisor team. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm offers customized, diversified portfolios supported by fundamental and technical analysis alongside accounting services and written financial plans.

Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Timothy Wojtalik is a CFP® professional with 20 years of industry experience. He has been with BSW Wealth Partners since 2016 and previously worked at Harvest Wealth Management and R3 Returns, LLC. He is based in Boulder, CO. BSW Wealth Partners serves a national clientele that includes individual and institutional investors across various wealth levels, offering comprehensive financial planning, portfolio management, and specialized services such as Visionary Impact Investing. The firm employs a tactical asset allocation strategy and integrates tax, estate, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with an emphasis on impact investing.

Ryan Cook is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 65 designation and 19 years of industry experience. He has been with Triumph since 2016 and previously worked at firms including Cetera Advisor Networks, Summit Financial Group, and J P Turner & Company Capital Management. Outside of advising, Cook is involved in insurance-related activities through affiliated entities offering fixed and long-term care insurance and property and casualty insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, foundations, trusts, and estates. The firm employs a multi-faceted investment approach utilizing fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party managers.

Madeline Barconi is a CFP® and ChFC® with 10 years of experience in the financial services industry. She currently works at Breakwater Capital Group, where she has been since 2022, and previously held roles at Colorado Capital Management and Fidelity in various advisory capacities. Barconi is based in Denver, CO, and holds Series 63 and Series 66 licenses. Breakwater Capital Group is a five-advisor team managing just over $1 billion in discretionary assets. The firm provides wealth management and investment advisory services to a range of clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. It employs fundamental analysis to build diversified portfolios and uses active strategies such as margin transactions and options within tailored investment programs.

Molly Devnani is a financial advisor at BSW Wealth Partners with two years of industry experience. She holds a Series 65 designation and has been with BSW Wealth Partners, a Public Benefit Corporation based in Boulder, CO, since 2015. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm serving individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies aligned with its public benefit charter.

Daniel Gamache is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at KilterHowling LLC and previously worked at Thornburg Investment Management, Quasar Distributors, Core Alternative Capital, IFAM Capital, IFM Capital Advisors, and UBS Financial Services. Outside of his advisory role, he served as Executive Director at Core Alternative Capital Fund. KilterHowling LLC serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing discretionary asset management, retirement consulting, and participant-directed plan services. The firm uses model portfolios composed of ETFs, mutual funds, individual securities, and select third-party managers, with a focus on diversified equity and bond strategies that include ESG and individual-stock options.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering 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 portfolios to client goals and risk tolerance.

Erica Loughrey is a financial advisor at Colorado Capital Management with four years of industry experience. She holds a Series 65 credential and has worked at Colorado Capital Management since 2021, with prior experience at Alaska Permanent Capital Management and California Polytechnic State. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, and regular monitoring, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services.