Anant Mehta is a financial advisor at Peak Financial Guidance LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Peak Financial Guidance in 2021, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Mehta also operates ASM Financial, Inc., an S corporation involved in life and health insurance sales. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm integrates various investment strategies and includes financial planning as part of its asset management services.

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Brian Lockhart is a financial advisor with Peak Capital Management, LLC in Greenwood Village, CO, holding a Series 63 designation and 31 years of industry experience. He has been with Peak Capital Management since 2006 and is also affiliated with Shepherd Kaplan Krochuk LLC. Outside of his advisory role, Mr. Lockhart serves as an unpaid director for Newdea, a nonprofit focused on economic development in the developing world, and as an unpaid board member for NanoDX, Inc., a medical device company. Peak Capital Management provides investment management, financial planning, and sub-advisory services to a diverse client base, including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment philosophy that aligns client risk profiles with tactical, diversified model portfolios.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

Nathaniel Mc Harg is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual and Chris Rhyme, and has worked as a senior analyst for The Business Transition Group. Mc Harg also has experience with the University of Denver Athletic Department. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework with fundamental, technical, and quantitative analysis.

Adam Van Wert is a CFP® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral drivers.

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.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

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.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

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.