William Miller is a financial advisor at Heirloom Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory role, Miller is an insurance agent licensed in Colorado, handling life, accident, and health insurance. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion across approximately 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, and specialized retirement and tax advisory services, employing a goal-based planning approach and various portfolio strategies.

Craig Sorenson is a financial advisor with ELE Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been involved since 2009. Sorenson is also associated with several related financial and insurance businesses. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning services to individuals, business owners, and charitable organizations. The firm employs a fundamental analysis approach with customized Investment Policy Statements, primarily managing client assets on a non-discretionary basis and offering a range of investment products alongside affiliated business services.

Stephan Dickens Greenaway is a financial advisor with ELE Advisory Services, Inc., holding a Series 65 designation and two years of industry experience. He is the owner of WealthFit LLC, a business focused on the youth and athletic market that combines fitness planning with financial literacy education. His prior work includes roles in insurance and pension consulting. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, with most client accounts managed on a non-discretionary basis.

Brian Rettig is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Denver Private Wealth Management and Vista Private Wealth Partners LLC since 2017 and previously worked at The Institute for Wealth Management from 2014 to 2017. He also conducts business under Denver Private Wealth Management to market his advisory services. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using fundamental and technical analysis, strategic asset allocation, and tax-aware management practices.

Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Kyle O'Dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. Outside of advisory work, he owns a marketing business that supports EdgeRock Wealth Management. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, model portfolios, and access to independent managers, employing a blend of fundamental and technical analysis alongside strategic and tactical asset allocation.

Spencer Wynant is a CERTIFIED FINANCIAL PLANNER™ professional at Peak Planning Group, LLC with 13 years of industry experience. He has worked at Peak Planning Group since 2017 and previously was employed at Raymond James Financial Services Advisors Inc. from 2016 to 2017. Outside of his advisory role, Wynant is a proprietor of a personal investment club with two college friends focused on real estate and brokerage account investments. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred accounts using a primarily long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities when appropriate.

Cooper Benedict is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Heirloom, he worked at Enterprise Bank and Trust and attended DePauw University. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm offers discretionary investment management and financial planning through a team-based approach, using a goal-based planning process and a range of investment vehicles including equities, ETFs, and alternative mutual funds.

Maureen Mackowski is an investment advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 credentials and over 46 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp and C2C Wealth Management, LLC. She is also a board member of LS BioPath, a company developing medical devices for breast cancer surgery. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach that incorporates stocks, bonds, ETFs, and alternative investments tailored to clients’ risk profiles.

Derek Van Calligan is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Allodium Investment Consultants, LLC since 2019, following earlier roles at Sharkey, Howes & Javer and Ellenbecker Investment Group, Inc. Allodium Investment Consultants serves a diverse client base including individuals, foundations, pension plans, and charitable organizations, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passive investment strategies tailored to client objectives and conducts ongoing portfolio monitoring and quarterly reviews.

April Horace is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 license and 14 years of industry experience. She previously worked at Ashton Thomas Private Wealth, Alpha Capital Management, and Dynamic Wealth Advisors. Outside of her advisory role, she is involved in commercial real estate development as an owner and manager of S&H Development and a member of Interwest, LLC. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm integrates fundamental and technical analysis with asset allocation and employs derivative and structured-product strategies as part of its tailored investment programs.

Douglas Terry is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Alhambra Investment Management LLC since 2011. He also has a 25-year tenure with ABT Holdings LLC. Alhambra Investment Management serves individual and high-net-worth clients, as well as charitable and corporate accounts, providing discretionary and non-discretionary investment management along with coordinated financial planning, tax, and estate planning services. The firm uses a team-based approach and employs a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to create customized portfolios aligned with client risk tolerances.

Robert Foss Jr. is a CFA® charterholder with eight years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior roles include positions at AE Wealth Management and Reverse Polish, LLC. Outside of his advisory work, he is involved as an owner and board member of an industrial and rock-slinging business. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a combination of fundamental and technical analysis alongside strategic and tactical asset allocation.

Judson Cass is a CFP® with 24 years of industry experience, currently serving at A & I Wealth Management. He has worked with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2012. Cass is also the owner of Judson Cass CFP LLC and acts as an independent representative with various insurance carriers for fixed insurance products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers asset management, third-party manager selection, comprehensive financial planning, and retirement plan consulting using a multi-model portfolio approach with discretionary and non-discretionary account options.

Christian West is a CFP® with 17 years of industry experience, currently serving at Rigden Capital Strategies since 2025. His prior roles include positions at Risemint, Charles Schwab & Co. Inc., and TD Ameritrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance, using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Lorie Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently part of Tandem Financial, LLC, where she has worked since 2025. Prior to that, she held roles at Purshe Kaplan Sterling Investments, Fidelis Wealth Advisors, Northwest Asset Management, and Gwfs Equities. Outside of her advisory work, Jones hosts a podcast through her ownership of Fearless Female LLC, where she interviews individuals about their careers. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, providing investment management and comprehensive financial planning. The firm uses diversified asset allocation, a combination of fundamental and technical analyses, and offers both discretionary and non-discretionary services, including a formal retirement-plan advisory practice and the use of alternative investment instruments.

Emily Dyer Wolfe is a CFP® with five years of industry experience currently serving at Rigden Capital Strategies. Her career includes roles at Glendale Babcock, Northwestern Mutual Investment Services, and Modern Woodmen of America. She also operates a sole proprietorship focused on insurance services. Rigden Capital Strategies is a team advisory firm managing approximately $169 million for individuals, high-net-worth clients, trusts, and retirement plans. The firm provides discretionary asset management, ERISA plan services, and financial planning, utilizing turnkey platforms and a range of investment strategies to align portfolios with client objectives.

Christine Wang is a CFP® professional with 13 years of industry experience. She currently serves as an advisor at Nilsine Partners, LLC and previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. prior to joining Nilsine Partners. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients with discretionary portfolio management, financial planning, and access to third-party managers. The firm is noted for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing access to alternative investment platforms.

James Owsley III is a financial advisor at Schaefer Financial Management, Inc. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Schaefer Financial Management, he worked at The Anschutz Corporation and Deloitte Tax LLP. Schaefer Financial Management provides financial planning and investment management to individuals, trusts, and retirement-plan participants, managing approximately $1.115 billion in client assets. The firm employs a long-term, allocation-driven strategy with an emphasis on tax-sensitive implementation and operates on a fee-only basis without exercising portfolio discretion.