Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for eight years. Scarecrow Advisors, LLC serves individual and institutional clients by providing discretionary investment supervisory services, including developing investment policy statements, asset allocation, and ongoing portfolio monitoring. The firm employs a combination of fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation approaches tailored to client goals and risk tolerances.

James Osborne is a CFP® professional with 15 years of industry experience, currently serving at Bason Asset Management since 2012. He holds Series 63 and Series 65 licenses and works from Lakewood, Colorado. Bason Asset Management provides portfolio management and financial planning services to individuals, families, retirement plans, foundations, endowments, and other nonprofit organizations. The firm follows a passive investment philosophy based on the Efficient Market Hypothesis, using primarily mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

Tucker Weppner is a CFP® professional with five years of experience at Sanderson Wealth Management, LLC and earlier roles at ROI Financial Group. He has a background that includes four years at Canisius College. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation strategies using capital market assumptions and risk analysis, with a notable focus on non-discretionary management and relationships with insurance companies.

Kevin Hocker is an advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Sound Income Strategies LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. Outside of his advisory role, Hocker is CEO and owner of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, offering financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and model portfolios, employing AI-based tools and providing both project-based planning and ongoing asset-management services.

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.

Michael Percy is a financial advisor at Public Advisors LLC in Denver, CO, holding a Series 66 credential with two years of industry experience. Prior to joining Public Advisors, he worked at Fidelity Investments and was self-employed in various capacities. Outside of his advisory work, Percy is involved in music as an artist and manages an e-commerce business selling products on Amazon. Public Advisors serves individual investors through an internet-only platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages a large client base using automated trading, rebalancing, and tax-loss harvesting to pursue tracking and tax-efficiency goals.

Declan Lane is a CFP® certificant and financial advisor with five years of industry experience. He is currently with Capital Investment Counsel, LLC, where he has worked since 2023. Prior to joining CIC, he held roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and government entities. The firm employs a blended investment approach based on fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

Jonathan Glazier is a financial advisor at Lord and Richards Wealth Management, LLC, holding a Series 65 license with three years of industry experience. Prior to his current role, he worked at AE Wealth Management and has a background in education, including positions at Colorado Christian University and Beth Eden Baptist School. He is also a licensed insurance agent. Lord and Richards Wealth Management provides portfolio management and wealth services to individuals and high-net-worth clients, managing approximately $128.8 million across over 1,200 client relationships. The firm employs a comprehensive investment approach combining various analytical methods and offers discretionary account management with assets custodied at Schwab Institutional.

Cynthia Hinds is a financial advisor with Hinds Financial Group Inc. in Lakewood, CO, holding a Series 63 designation and over 43 years of industry experience. She has worked with Cetera and Cetera Wealth Services, LLC, and has been leading Hinds Financial Group since 2004. Outside of advisory work, she is licensed as an insurance agent offering life, health, disability, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions, providing discretionary portfolio management, mutual fund selection, and financial planning services. The firm employs risk-based, long-term asset allocation strategies, uses third-party managers, and actively monitors and rebalances portfolios to align with client needs.

Colin Richards is a financial advisor at Lord and Richards Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at AE Wealth Management and Brookstone Capital Management. Outside of his advisory role, Richards serves as president of two non-profits, the Foundation for Global Education and Financial Independence University, and is a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts generally on a discretionary basis, using a combination of charting, fundamental and technical analysis, quantitative models, and modern portfolio theory.

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.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

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.

Sydney Levy is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Invictus Private Wealth, LLC since 2022 and previously at UBS from 2018 to 2022. Levy began her career after completing her studies at the University of Maryland. Invictus Private Wealth, LLC serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities with investment advisory and financial planning services. The firm uses a multi-disciplinary investment approach combining fundamental, technical, quantitative, and sector analysis with alternative investments and options strategies, managing portfolios on a discretionary basis.

Travis Tom is a Series 66 credentialed advisor at Endeavor Private Wealth, Inc. in Littleton, CO, with 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank for over 20 years. He serves as a member of the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth manages approximately $595 million for individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors using a combination of active and passive investment strategies. The firm offers investment and wealth management, financial planning, and fiduciary services through a team-based approach.

Keith Sapp is a CFA® and ChFC® charterholder with 20 years of experience in the financial services industry. He is currently a member of the team at Cedar Cove Wealth Partners, having joined the firm in 2025. His prior experience includes roles at Thrivent Advisor Network and Thrivent Investment Management. Outside of his advisory work, Mr. Sapp serves on the finance committee and board of trustees for St. Dominic Church in Denver. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across a diverse client base including individuals, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a combination of active and passive investment strategies, model portfolios, and tactical asset allocation, incorporating approaches such as relative strength, technical and fundamental analysis, options, alternatives, and ESG integration.

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.

Brian Lipsett is a financial advisor with Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential and five years of industry experience. He is also the founder and president of Oakway Financial LLC, an investment-related business where he is active as an insurance agent. Lipsett has prior experience with Western Insurance Network. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm supervises third-party sub-advisers for portfolio implementation and offers strategies such as direct indexing and AI-based tools.