Laurie Tinnell is a CFP® and Series 65-licensed financial advisor with Moseley Investment Management, Inc. She has 10 years of industry experience, including roles at Moseley Investment Management and LPL Financial LLC. Prior to her financial services career, she worked at Bradenton Country Club for 12 years. Laurie is also a General Partner of a family-managed investment partnership and serves as a trustee managing a family estate’s stock portfolio. Moseley Investment Management provides financial planning, consulting, and portfolio management to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs fundamental analysis and a long-term investment approach, utilizing a range of securities and derivatives to manage approximately $457 million in assets.

Glenn Hermanson Jr. is a CFP®-designated financial advisor with 22 years of industry experience. He has been with Hoffmann Hermanson LLC since 2009. Outside of his advisory work, he is a musician in a local band. Hoffmann Hermanson provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, charitable organizations, and business retirement plans. The firm employs a discretionary portfolio management approach using a range of instruments, including alternatives and cryptocurrency, and tailors portfolios based on client goals, risk tolerance, and time horizon.

Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.

Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.

Melina Maslehati is a ChFC® credentialed financial advisor with six years of industry experience. She is the principal of Seed Money Consulting, where she has worked since 2016. Prior to that, she has been employed at the Farm Credit Administration since 2006. Seed Money Consulting is an independent RIA that provides fee-based financial planning and discretionary investment management primarily to non-high-net-worth individual clients. The firm also offers tax preparation and small-business consulting services, operating a unified wrap fee program with a single third-party custodian.

Adam Carr is a financial advisor at Cornbelt Financial, LLC in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at JFThompson (Leyenda Capital Partners LLC), Great West Financial, and ALPS a DST Company. Cornbelt Financial serves individual clients and small service-based business owners, providing discretionary portfolio management, financial planning, tax preparation, and business services such as bookkeeping and payroll. The firm employs a combined top-down and bottom-up investment approach using fundamental, technical, and quantitative methods, with an emphasis on tax efficiency and regular risk analysis.

Debbie Freeman is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. She has been with Peak Financial Advisors in Denver, CO since 2005. 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 tax preparation and planning alongside discretionary investment management tailored through a financial-planning-led process.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting discretionary authority.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.

Emily Biehler is a CFP® with 13 years of industry experience and currently serves as an advisor at Trailwise Financial Partners, LLC. She has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she is a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services including investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation and uses a third-party risk-profiling tool to tailor portfolios, providing both one-time financial plans and ongoing managed accounts.

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.

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.

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.

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.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

Anne Sechler is a financial advisor at Bruce G. Allen Investments, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bruce G. Allen Investments since 2017, concurrently serving at M.S. Howells & Co. since the same year. Prior to that, she spent seven years at Nations Financial Group, Inc. Bruce G. Allen Investments provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, foundations, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using a range of securities and incorporates ESG holdings upon client request, supported by third-party risk and reporting tools.