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® professional at J.F. Williams Co., Inc. in Denver, CO, with three years of industry experience. Her background includes roles at several organizations, including Essential Investment Partners and Northwestern Mutual. Outside of finance, she has been involved with multiple athletic programs and cheer companies. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, managing client assets on a non-discretionary basis and emphasizing tailored investment strategies aligned with clients’ risk profiles.

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.

Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Millennial Wealth Management since 2016. Outside of his advisory role, he owns a bookkeeping business, Millennial Bookkeeping, which he is in the process of transitioning to a new owner. Millennial Wealth Management provides portfolio management and financial planning services to individual clients, including both high-net-worth and non-HNW households, as well as employer retirement plans. The firm emphasizes a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, and provides discretionary management through third-party money managers.

Nichole Graham is a CFP® professional with two years of industry experience, currently advising at Regista Financial Strategies, LLC. She has worked in financial advisory roles at multiple firms including Fonte Financial Advisors and Wellspring Divorce Advisors. In addition to her advisory duties, she provides divorce financial planning services on an hourly contract basis through Wellspring Divorce Advisors. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients through discretionary portfolio management and comprehensive financial planning. The firm combines passive and active strategies within a tailored asset-allocation framework and emphasizes specialized financial planning, including divorce financial planning.

Kelly Kyler is a financial advisor at Perla Wealth LLC with 15 years of industry experience and a Series 66 credential. Prior to joining Perla Wealth in 2026, Kyler worked at Arx Advisors, Daniel Day, David Loven, Northwestern Mutual Wealth Management Company, Glen Babcock, and Northwestern Mutual Investment Services LLC. Kyler also serves as Chief Compliance Officer and Chief Operating Officer at ARX ADVISORS, providing investment advice and managing the firm. Perla Wealth LLC is a two-advisor investment management firm that offers discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm utilizes proprietary investment models combining fundamental, technical, quantitative, and economic analysis, tailoring solutions to clients’ specific needs while leveraging technology platforms including Wealth.com.

Johnny Goodhue is a financial advisor with APO Financial Services, LLC in Westminster, CO, holding a Series 65 designation and 13 years of industry experience. He has worked at APO Financial Services since 2019 and has held leadership roles at related entities including Asset Protect One Inc., where he serves as president. Outside of his advisory work, he is involved in insurance and annuity sales through these affiliated businesses. APO Financial Services provides discretionary portfolio management, financial planning, and consulting for individuals, business entities, and pension plans. The firm tailors portfolios to client objectives using a range of investment analyses and offers ongoing monitoring, rebalancing, and access to alternative investments for accredited investors.

Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.

John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.

Karen Jorgensen is a financial advisor at Sanctuary Advisors in Denver, CO, with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Sanctuary Advisors since 2016, alongside prior roles at Geneos Wealth Management and various Sanctuary-related entities. Sanctuary Advisors provides tailored investment advisory services primarily to high-net-worth individuals, corporations, and endowment foundations. The firm manages assets on a non-discretionary basis, using a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to guide personalized investment strategies.

Scott Schubert is a CFA® charterholder with 16 years of industry experience. He has been with Sonoran Capital Management, LLC since 2010 and is also affiliated with New York University. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies with fixed income and derivatives used mainly for hedging. The firm employs a top-down global macro process supplemented by a proprietary model to guide investment decisions and manages portfolios according to firm strategies rather than individualized security selections.

Steven Higgins is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. His prior experience includes roles at LPL Financial and Raymond James Financial Services. 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 uses modern portfolio theory to construct diversified portfolios and manages approximately $279 million in client assets.

Peter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.

Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.

Jason Billingsley is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently associated with 5280 Capital and has worked at Commonwealth Tax Services, LLC and Commonwealth Investment Advisors LLC since 2013. In addition to his advisory role, he is licensed to transact accident, health, life, disability, and long-term care insurance. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.

Nicole Araya is a financial advisor with Seven Mile Advisory LLC in Denver, CO, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Evercore Partners and Crestone Asset Management, LLC. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients, often utilizing third-party managers and a combination of passive and active strategies. The firm manages approximately $417 million in discretionary assets and advises on over $1.5 billion, focusing on a limited number of sophisticated client relationships.

Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.

Christopher Lescarbeau is an advisor at CG Maton Advisory, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at StoneX Securities Inc. and Charles Schwab. CG Maton Advisory, Inc. is an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm provides financial planning, discretionary and non-discretionary investment management, and access to third-party separately managed programs, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on asset allocation and diversification.