Joshua Bustos is a financial advisor at Future Capital Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Heritage Builders Electric, Inc., KTK General Contracting, and McCarthy Building Companies. He is also registered as an insurance agent for Five Rings Financial, where he sells life insurance and indexed annuities. Future Capital Management provides fee-based advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm employs an active, tactical asset allocation approach, offers both customized and proprietary model portfolios, and operates its own wrap fee program alongside a registered insurance agency.

Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Charles Schwab and the City of Fort Collins. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, pension and profit-sharing plans, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and model portfolios ranging from cash to aggressive growth.

Daniel Weeks is a CFP® with 18 years of experience in the financial services industry. He has worked at Nilsine Partners, LLC since 2022 and previously held roles at UMB Family Wealth and UMB Bank. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers access to third-party managers and private investment platforms, actively manages model portfolios, and serves as an investment adviser to feeder and master funds.

Jamie Olson is a CFP® professional with four years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC. Prior to joining Heirloom, Olson worked at GPS Wealth Strategies Group, True Wealth Advisors, and LPL Financial. Outside of financial advising, Olson has experience in portrait photography through a prior role at Reese and Co Portraits. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach and discretionary portfolio management, utilizing a range of investment vehicles and proprietary tools to assess client risk tolerance.

Madeline Testwuide is a CFP® with 11 years of industry experience. She currently works at Nilsine Partners, LLC and previously held positions at Bessemer Trust and Eaton Vance Management. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also operates a private investments platform and actively manages model portfolios using both internal allocations and external managers.

Michael O'Dwyer is a Series 65-licensed advisor at SyntheticFi LLC with one year of industry experience. Prior to joining SyntheticFi, he worked at Productiv Inc., Fivetran Inc., and Gelber Group LLC. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Anderson is involved with the Denver Broncos, assisting fans with mobile ticket access during home games. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and manages approximately $170 million in assets, including a distinctive pooled vehicle known as the Sterling Fund.

Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

George Smith IV is a Series 65-licensed advisor at Ridgegate Advisors, LLC with one year of industry experience and ten years at Ridgegate Financial. He is based in Englewood, Colorado. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolio decisions to client objectives, risk tolerance, and time horizon.

Jonathan Glazier is a Series 65 licensed advisor with Lord and Richards Wealth Management, where he has worked for two years. He has prior experience at AE Wealth Management and has held educational roles at Beth Eden Baptist School and Colorado Christian University. Glazier is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and customized investment policy statements. The firm uses diverse analytical methods and manages portfolios that typically include equities, fixed income, and ETFs, operating under a seven-advisor team with approximately $104 million in discretionary assets.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining EdgeRock Wealth Management in 2023, he worked at Morgan Stanley for two years and Charles Schwab for eight years. Outside of his advisory role, Adler serves as a consultant and industry expert for Guidepoint/Alphasights. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm creates individualized investment strategies using a combination of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches, typically implementing these on a discretionary basis.

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.

Samuel Stacey is a financial advisor at Nilsine Partners, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Pepsico and Becoming Your Best Global Leadership. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, actively overseeing model portfolios through a combination of internal management and selected external managers.