Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others, with experience across traditional and digital asset management. Protocol Wealth advises individuals, businesses, trusts, decentralized autonomous organizations, and protocol treasuries on managing both traditional and digital-asset portfolios. The firm offers portfolio management, financial planning, and digital-asset advisory services, incorporating strategies such as staking, liquidity provision, derivatives, and rebalancing, supported by technology including multi-party computation wallets and AI-assisted research.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.

Ian Gardenswartz is a financial advisor at IDG Advisors, LLC with 27 years of industry experience. He has been with IDG Advisors since 1999 and has maintained his own practice, Ian Gardenswartz & Assoc. PC, since 1985. Gardenswartz is also a certified public accountant. IDG Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, primarily on a non-discretionary basis, and offers tax-preparation services while assisting clients in selecting and implementing outside money managers.

Scott Spangler is a financial advisor at High Country Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with High Country Capital Management since 2017, following a year at Carden Capital. Outside of his advisory role, he is a licensed insurance broker. High Country Capital Management provides financial planning, asset allocation, and investment management services to individuals, business owners, corporate plans, trusts, foundations, and other institutions. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios and offers both ongoing management and consulting engagements.

Meghan Lynch is a financial advisor at Lynch Financial Group in Denver, CO, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Terumo Blood and Cell Technologies for six years and at Sandoz/Novartis for nine years. Lynch Financial Group serves individuals, including high-net-worth clients, providing portfolio management and financial planning through a two-advisor team managing approximately $7.6 million. The firm emphasizes passive portfolio construction with tailored asset allocation and risk tolerance assessments, supplemented by fundamental analysis and regular portfolio monitoring.

Justin Hobbs is a CFP® professional with 11 years of industry experience. He currently works at Rivertree Wealth and has previously held roles at Cerity Partners LLC, Wealth Legacy Institute, and Boston Mountain Money Management, Inc. Rivertree Wealth serves individual and high-net-worth clients, providing discretionary investment management and standalone financial planning services. The firm uses a passive, risk-based investment approach grounded in modern portfolio theory and conducts regular portfolio reviews.

James Boon is a financial advisor at Jupiter Wealth Management, LLC in Glendale, CO, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Tru Independence Asset Management before joining Jupiter Wealth Management in 2018. Jupiter Wealth Management serves individuals, high-net-worth clients, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $416.8 million across 92 client relationships. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and family office services through a wrap-fee program that incorporates fundamental, factor, quantitative, and optimization investment methods.

Matthew Hickey is a financial advisor at Capital Asset Management, LLC in Denver, Colorado, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Hickey serves as president of a homeowners association and is a board member of a nonprofit focused on waterfowl hunting. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, emphasizing fundamental analysis and multi-year investment horizons. The firm offers model-based mutual fund and ETF strategies alongside custom managed accounts and serves retirement plans in a limited-scope ERISA 3(21) fiduciary capacity.

Jodie Wilson is a financial advisor at Evergreen Private Wealth with two years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Evergreen, she worked at Charles Schwab and has additional experience with Think 360 Arts for Learning and the University of Denver. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment objectives and employs a range of analytical approaches while acting as both sponsor and portfolio manager of a wrap fee program.

Justina Welch is a CFP® with 26 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. She holds Series 63 and Series 65 licenses and operates out of Denver, CO. Integrity Wealth Solutions LLC serves individual and family clients, including high-net-worth households, retirement plans, and nonprofit entities, providing comprehensive financial planning and portfolio management. The firm employs an allocation-driven investment approach based on the Efficient Market Hypothesis, emphasizing diversification and primarily passive strategies with selective active management.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

Allison Schmidt is a CFP® with 17 years of industry experience, currently serving at Higgins & Schmidt Wealth Strategies LLC. She has worked at LPL Financial since 2017 and was previously with Raymond James Financial Services from 2010 to 2017. Schmidt is involved in managing a real-estate holding company as an additional business activity. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm emphasizes long-term trading and asset allocation based on modern portfolio theory, utilizing a range of investment products including mutual funds, equities, fixed income, ETFs, and structured products.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.

Michael Rochman is an advisor at WMK Investment Partners with Series 63 and Series 65 credentials. He has no prior industry experience but has been a principal and investment committee member at Volta Energy Technologies, a venture capital firm, since 2019. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles and offers discretionary portfolio management along with outsourced family office capabilities through a partnership with Family Office Resource Group.

Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 66 and Series 63 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley and Charles Schwab & Co., Inc., among others. Grantd Wealth, Inc. is a recently reorganized registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individual clients using a variety of investment strategies including ETFs, equities, fixed income, and options, with an emphasis on tax-aware planning and tailored asset allocation.

Brian Mc Kinney is a CFP® with 14 years of industry experience, currently with Collective Wealth Partners, LLC since 2022. His prior roles include positions at GRID 202 Partners and Smart Money Group LLC. Outside of financial advising, he is a speaker engaged in various non-investment-related speaking engagements throughout the year and co-owns an insurance business specializing in life, disability, annuity, and long-term care products. Collective Wealth Partners is a wealth management firm that serves individuals, families, trusts, and small businesses with comprehensive financial planning and investment management. The firm offers customized portfolios and is notable for its financial-wellness programs and educational counseling aimed at women and minorities, along with business-focused services such as Fractional CFO offerings.

Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.

Michael Haines is a financial advisor with Essential Investment Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Essential Investment Partners since 2019 and concurrently at Maurer & Associates Capital Management since 2014, as well as at Christom, LLC since 1999. Outside of advisory roles, he is involved with Christom LLC property rental activities. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm that provides customized portfolio management and consulting services to individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on an earnings-growth–driven U.S. mid/large-cap equity strategy combined with diversified investment vehicles and emphasizes documented performance disclosure and regular client reporting.