Rem Bashari is a Series 65-licensed financial advisor with 18 years of industry experience, currently practicing at IDG Advisors, LLC in Denver, CO. He has been associated with Ian D. Gardenswartz & Associates since 2002. In addition to his advisory work, he owns CPA Mortgage LLC, a mortgage loan origination business. IDG Advisors, LLC is an independent, sole-practitioner registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, tax-preparation support, and assistance with selecting outside money managers, managing client assets primarily on a non-discretionary basis.

Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.

Erika Devlin is a financial advisor at Wealth Management Advisors RIA, Inc. She holds a Series 65 credential and previously worked at Edward Jones Investments, LLC from 2020 to 2025. She has been with Wealth Management Advisors since 2025. Wealth Management Advisors serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary asset management, financial planning, and annuity management. The firm employs active mutual fund and ETF strategies tailored to client goals and risk tolerance, and it maintains a formal due-diligence process for recommended third-party managers.

Jeffrey Brown is a financial advisor at Shearwater Capital with 27 years of industry experience and holds the CFA® designation and Series 65 license. He has served as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Brown has been with Shearwater Capital since 1999. Shearwater Capital manages approximately $427 million for about 180 clients, primarily individuals, families, high net worth clients, qualified retirement plans, and trusts. The firm employs a scientific, long-term investment approach focused on global diversification, tax efficiency, and low-cost passive funds, offering customized investment policy statements and discretionary portfolio management.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Daniel Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Agemy Wealth Advisors since 2016 and is also a partner and Vice President of Operations at Agemy Financial Strategies, where he oversees operations and client service related to retirement planning, annuities, and life insurance. In addition, he hosts a radio show focusing on financial strategies and owns Numuin Capital, LLC, a venture involved in bitcoin and digital asset mining. Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm uses asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, to build customized portfolios and conducts regular portfolio reviews.

Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.

Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.

Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.

Anthony Lopiccolo is a CFA® charterholder with 16 years of experience in the financial industry. He is currently with Custos Family Office LLC, where he has worked since 2018. Prior to that, he held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is a member of Mow Time Partners, LLC, an unrelated business, and is a notary public in the State of Colorado. Custos Family Office provides investment management, financial planning, retirement-plan advisory, and consulting services for individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm employs a risk-focused investment approach that emphasizes asset allocation and uses a variety of investment vehicles, including equities, ETFs, mutual funds, and private investments.

Scott Preston is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity. Outside of his advisory work, Preston is actively involved in coaching mountain biking teams and volunteering with the Utah NICA League and Wasatch High School’s mountain bike program. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management and comprehensive financial planning. The firm constructs multi-decade investment portfolios emphasizing equities and fixed income, utilizing a mix of fundamental, technical, and quantitative analysis and managing approximately $265 million in discretionary assets.

Keith Davis is a Series 65-registered financial advisor with Stonegate Capital Management, LLC, where he has worked since 2017. He has nine years of industry experience, including prior roles at Brown Brothers Harriman and Amerita. Stonegate Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a range of analytical techniques and offers diversified exposure across mutual funds, ETFs, fixed income, commodities, and non-U.S. securities, including the use of options and derivatives.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has worked previously at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Merrill. Outside of his advisory work, he owns and manages a residential rental property through a property manager. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm constructs portfolios for long-term objectives using equities, fixed income, and a variety of investment strategies, operating a wrap fee program with a focus on fiduciary responsibility.

Paul Rosell is a financial advisor at Advanced Investments with five years of industry experience. He holds a Series 65 designation and previously worked at AllHealth Network for eight years and Nyansa Learning Corporation for six years. Advanced Investments serves individuals, including high-net-worth clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies like buy-and-hold and dollar-cost averaging, and also offers insurance, real estate sales, and mortgage services.

Daniel Newman is a CFP® and ChFC® professional with 19 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and also serves as a project manager for Business Transition Group, focusing on business exit planning. His prior experience includes roles at Northwestern Mutual Investment Management and T. Rowe Price Advisory Services. Noble Wealth Management P.B.C. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a top-down investment approach emphasizing tactical asset allocation and uses fundamental, technical, and quantitative analysis in its process.

John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Alexander Leonida is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Capital Financial Group, Inc. since 2009 and previously at Raymond James Financial Services and Alcol Inc. He is also a licensed insurance agent offering non-variable insurance products through One Insurance Solutions for RIAs by Producer's Choice Network. Capital Financial Group provides investment management, financial planning, and pension consulting to individual clients, including high-net-worth households, as well as retirement plans and other entities. The firm offers tailored investment strategies combining fundamental and technical analysis, with the use of derivatives and options where suitable, and supports discretionary portfolio management alongside ongoing planning services.

Jerry Gruber is a ChFC® with 42 years of industry experience, currently affiliated with Progress Alliance Investment Services in Englewood, CO. His prior experience includes positions at Ameriprise Financial Services Inc., DFPG Investments, Inc., and National Planning Corporation. Outside of advisory work, he holds leadership roles in consulting firms, serving as Director of Marketing at NEOPP Consulting and President of Rocky Mountain Financial Consultants, Inc. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, along with pension plans, charitable organizations, and other small entities. The firm emphasizes tailored account objectives based on client suitability and manages accounts mostly on a discretionary basis, often utilizing third-party managers and a mix of active and passive investment strategies.

David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and one year of experience in advisory services. He has been involved with BolHan CPAs Inc since 2013. Bolhan Wealth provides financial planning and portfolio management for individuals and business entities, offering services such as investment planning, retirement and insurance planning, and coordination of tax concerns. The firm employs a mix of investment methods and coordinates advisory work with its affiliated CPA practice.

Brooks Adams is a financial advisor at Capital Financial Group, Inc. in Littleton, CO, holding a Series 65 designation with approximately four years of work experience, including a prior role at BAE Systems. His career background also includes positions in engineering and construction firms as well as time as a student at Colorado State University. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as pension plans and trusts. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis across a broad range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.