Colin Richards is a financial advisor at Lord and Richards Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management and Brookstone Capital Management. Richards is also involved in nonprofit leadership as president of the Foundation for Global Education and Financial Independence University, and he serves as a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management is a seven-advisor team that provides ongoing portfolio management and wealth services to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis within a discretionary investment approach, maintaining client assets primarily at Schwab Institutional.

Brett Frascati is a financial advisor with Claro Advisors Inc. in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Dash Investments. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes a fundamental, long-term investment approach, incorporates AI tools in research, and manages private pooled vehicles and specialized strategies for qualified investors.

Joel Johnson is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He joined JPL Wealth Management, LLC in 2023 and previously worked at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management provides financial planning, consulting, and discretionary investment management to individual and institutional clients. The firm manages approximately $588 million in assets, using a range of investment vehicles and analytical approaches tailored to client risk profiles, and offers periodic educational workshops for clients.

Eric Rosel is a CFP® with 21 years of experience in the financial services industry. He is a principal at Rosel Wealth Management, LLC, where he has worked since 2026, following previous roles at MorganRosel Wealth Management, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory work, he is a member of Rosel Airlines, LLC, a legal entity holding an aircraft. Rosel Wealth Management provides investment advisory and planning services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm offers customized portfolio management and comprehensive financial planning, managing roughly $630 million in assets with a suite of programmatic features including a wrap-fee program and tax-preparation fee reimbursement based on assets under management.

Travis Tom is a financial advisor at Endeavor Private Wealth, Inc. with 16 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory role, he serves as a commission member on the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and offers a range of wealth management, financial planning, and fiduciary services.

Darrin Brown is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also owns and operates Solid Money Solutions, an insurance agency specializing in life, long-term care, disability, and Medicare insurance contracts. Elevated Capital Advisors serves a diverse client base including individuals, trusts, retirement plans, and corporations, providing investment management and financial planning through independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both strategic and tactical asset allocation alongside various portfolio management and consulting services.

Darin Snow is a financial advisor at Denver PWM, LLC in Denver, Colorado, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Denver Private Wealth Partners LLC and Vista Private Wealth Partners LLC since 2014. Outside of advisory services, he is licensed to sell limited insurance products as a minor part of his practice. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based model and constructs portfolios using a blend of mutual funds, ETFs, fixed income, and alternative investments, incorporating fundamental and technical analysis alongside strategic asset allocation and tax-aware management.

Niall Durst is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Clear Creek Advisors, he worked at Equitable Advisors, LLC and held various roles in the food and beverage industry. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Bryon Geman is a CFP® with 13 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. for 10 years and has been affiliated with Charles Schwab & Co., Inc. for over a decade. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis and offers employer-focused services alongside discretionary portfolio management.

Eric Freehling is a financial advisor at Clear Creek Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Clear Creek Advisors since 2017. Prior to that, he was employed at Uber and Paradigm Group. He is also the owner of Designs By Paris, a jewelry sales and repair business, and provides tax preparation and temporary help services through United Management Services. Clear Creek Advisors provides discretionary investment management and oversight for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and utilizes third-party model portfolios and subadvisors to deliver portfolio management services to a broad range of clients.

Timothy Kulick is a financial advisor with Denver PWM, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Vista Private Wealth Partners LLC since 2023 and previously spent 14 years at Symphonic Securities LLC and Symphonic Financial Advisors LLC. Outside of advisory work, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, families, trusts, estates, and small institutions. The firm uses a combination of fundamental and technical analysis with strategic asset allocation and tax-aware management, supporting portfolios with mutual funds, ETFs, fixed income, alternative investments, and other instruments.

Steven Rotello is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at firms including UBS Financial Services and A.G. Edwards & Sons. Outside of his advisory work, he serves as a committee member at Regis Jesuit High School and as a board member for the Ambleside School of Colorado Centennial. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and selected family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, constructing portfolios using a range of investment vehicles and conducting regular account monitoring.

Joseph Garry is a CFP® registered financial advisor at Denver Wealth Management, Inc. in Denver, CO, with two years of industry experience. Prior to joining Denver Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process with customized portfolios primarily composed of low-cost mutual funds and ETFs, and it incorporates a proprietary investment scoring system in portfolio decisions.

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

Andrew Kelleher is a CFP® professional with 16 years of industry experience. He is currently with Denver PWM, LLC and has previously worked at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of mutual funds, ETFs, fixed income, alternative investments, and other instruments using both fundamental and technical analysis, strategic asset allocation, and tax-aware management where practicable.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Joshua Magnus is a financial advisor at Seros Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Authentic Counsel, Northwestern Mutual, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent and manages a property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, various financial planning options, and uses proprietary core models combined with tactical overlays to tailor portfolios to client objectives and risk tolerances.

Connor Law is a CFP® and Series 65-licensed advisor at Crusonia Wealth Advisors LLC with three years of industry experience. He previously worked at Sikich Capital Management and has experience in both financial services and professional baseball. Outside of his advisory role, he coaches Little League baseball for ages 9 to 18. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by combining discretionary portfolio management with financial planning and consulting. The firm uses a multi-disciplinary investment approach, including equities, fixed income, alternatives, and third-party managers, and is affiliated with a tax advisory practice offering standalone tax services.