Jeffrey Brown is a CFA® charterholder and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with Shearwater Capital since 1999 and concurrently serves as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Shearwater Capital advises individuals, families, high-net-worth clients, qualified retirement plans, and trusts, providing investment management and comprehensive financial planning. The firm emphasizes a scientific, long-term investment approach focused on broad global diversification, tax efficiency, and low-cost, primarily passive investment products.

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 at Agemy Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Agemy Wealth Advisors since 2016, following roles at Client One Securities LLC and Agemy Financial Strategies, where he remains a partner and vice president of operations. Outside of his advisory work, Daniel hosts a radio show focused on financial strategies and operates Numuin Capital, LLC, a firm involved in bitcoin and digital asset mining. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that can include mutual funds, equities, fixed income, ETFs, and select digital assets. The firm combines asset-allocation and fundamental analysis with artificial intelligence and machine-learning tools to support portfolio management and offers tailored planning for retirement, tax, and estate objectives.

Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.

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.

Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.

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.

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain, and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management, there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation ("CFA is the gold standard of the investment profession." Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024) and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife and two boys. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

Paul Rosell is a financial advisor at Advanced Investments in Englewood, CO, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AllHealth Network and Nyansa Learning Corporation. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, offering clients access to third-party aggregation and reporting tools for performance monitoring.

John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Thomas Schubert is a financial advisor at Sonoran Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Sonoran Capital Management since 2010. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies supported by fixed income and derivatives for hedging. The firm employs a top-down global macro investment process supplemented by a proprietary model and manages portfolios according to firm strategies rather than individualized security selections.

Holly Pickens is a CFP® and holds a Series 65 license, currently serving as a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado with two years of industry experience. Prior to joining J.F. Williams, she held various roles including positions at Northwestern Mutual and Essential Investment Partners. Outside of finance, she is involved with Rock Cheer Company. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services 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 client assets on a non-discretionary basis with centralized custody through Schwab Institutional.

Richard Swensson is a financial advisor at Grantd Wealth, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the United States Federal Reserve and Merriwether Investments, Inc. Grantd Wealth, Inc. is a small, recently reorganized registered investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, consulting, and occasionally offers seminars and workshops. The firm serves individual clients using tailored strategies involving ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and a combination of fundamental and technical analysis.

David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and one year of experience in advisory services. He has been involved with BolHan CPAs Inc since 2013. Bolhan Wealth provides financial planning and portfolio management for individuals and business entities, offering services such as investment planning, retirement and insurance planning, and coordination of tax concerns. The firm employs a mix of investment methods and coordinates advisory work with its affiliated CPA practice.

Matthew Tepoorten is a financial advisor with Wright Private Asset Management LLC in Denver, CO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab from 1999 to 2025. Outside of his advisory role, he owns and operates a newsletter and video blog focused on hiking, climbing, running, and gear, unrelated to financial services, and serves as an unpaid board member of the nonprofit Step Denver. Wright Private Asset Management LLC is a registered investment adviser that provides discretionary investment management to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm employs a proprietary corporate fundamental database and formal research outputs to guide portfolio management across equity and fixed-income strategies.

Benjamin Kirby is a CFA® charterholder with 15 years of industry experience. He is currently with Brightward Financial LLC, where he has worked since 2026. His prior roles include positions at The Millstone Evans Group, LLC and Thornburg Investment Management. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension/employee-benefit plan consulting to a range of clients, including individuals and corporations. The firm employs a multi-asset investment approach based on proprietary models and formal committee governance.

Jenifer Sapel is a financial advisor at The Wealth Consulting Group with 21 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at MetLife, Park Avenue Securities, Guardian Life Insurance, and WCG Wealth Advisors. Outside of her advisory work, she facilitates workshops and educational presentations through Mountains, LLC dba The Practice at Bright. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and supports plan sponsors with fiduciary services, while also offering access to a range of custodial and sponsored platforms.