Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He has been with Peak Asset Management since 1999 and serves on several non-investment-related boards, including as director of The Bennett Office, Inc., and Cascade Mining, LLC, and Superior Minerals, LLC. Bennett is also president of the Cedarhurst Family Corporation, a private family trust. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm provides discretionary portfolio management and integrated financial planning, focusing on client-specific investment policy statements and employing both individual security selection and mutual fund/ETF strategies.

Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Chad Kopser is a financial advisor with Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Aegis Wealth Management since 2020 and has been involved with Aegis Financial since 2011. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, utilizing third-party sub-advisers and model portfolios for day-to-day management.

Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for eight years. Scarecrow Advisors, LLC serves individual and institutional clients by providing discretionary investment supervisory services, including developing investment policy statements, asset allocation, and ongoing portfolio monitoring. The firm employs a combination of fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation approaches tailored to client goals and risk tolerances.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of advising, Foster provides home health services as a part-time nurse aide for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm focuses on client-specific investment policy statements and employs individual security selection or mutual fund/ETF allocation strategies, offering discretionary portfolio management and integrated financial planning services.

Doug Morris is a CFP® professional with 21 years of experience in financial advising. He has worked at Schoolcraft Capital LLC since 2018 and previously spent 15 years at Milestone Group, Inc. He is currently with Sachem Hill LLC, a Denver-based firm. Sachem Hill primarily serves sophisticated, ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses a combination of passive investment vehicles in efficient markets and active management in less efficient areas, including private equity and real assets, and acts as both adviser and sponsor for private pooled investment funds.

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity in both advisory and brokerage roles from 2016 to 2024. Outside of his advisory work, he assists with operations management for an annual conference organized by SAASTR. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plans, and institutions. The firm employs diversified, multi-style portfolios that combine passive and active strategies, including options and alternative investments, and manages a substantial portion of its assets within wrap fee programs.

Tucker Weppner is a CFP® professional with five years of experience at Sanderson Wealth Management, LLC and earlier roles at ROI Financial Group. He has a background that includes four years at Canisius College. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation strategies using capital market assumptions and risk analysis, with a notable focus on non-discretionary management and relationships with insurance companies.

Christopher Younger is an advisor at Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with the Class VI group of companies since 2004, including Class VI Ventures, LLC and The Silvercloud Companies. Outside of his advisory role, he is the CEO of Class VI Partners, LLC, a consulting business where he dedicates significant time weekly. Class VI Family Office serves business owners, executives, and entrepreneurs, focusing on wealth planning and investment management related to significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation while offering a range of investment solutions and integrated services connected to its affiliated broker-dealer and private fund entities.

Kevin Hocker is an advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Sound Income Strategies LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. Outside of his advisory role, Hocker is CEO and owner of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, offering financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and model portfolios, employing AI-based tools and providing both project-based planning and ongoing asset-management services.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks and J P Turner & Company Capital Management. Schowe also engages in insurance sales through an affiliated agency, spending limited time on this activity. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base ranging from individual investors to foundations and estates. The firm employs a multifaceted investment approach, utilizing fundamental, cyclical, and technical analysis, and offers model-based programs alongside access to third-party asset managers.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.