Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. 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 manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.

Brian Lichtenheld is a CFP® professional with six years of industry experience. He currently serves at BSW Wealth Partners and recently worked at Sequoia Financial Group. Prior to that, he spent ten years at Crestone Capital. BSW Wealth Partners serves a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm uses a top-down tactical asset allocation process and offers customized portfolios alongside coordinated tax, estate, insurance, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Jonathan Amick is a CFP® with six years of industry experience, currently serving as a Private Client Services advisor at Townsend. He has worked at multiple firms, including SECURITIES AMERICA, Inc. and OSAIC, and previously operated Jonny Moneyseed, LLC, a handyman and rideshare services business. Townsend is an SEC-registered advisory firm with a team of 18 advisors serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consultation, and related services using both top-down macro and bottom-up fundamental analysis.

Julie Martinez is a CFP® with 16 years of industry experience. She is currently with BSW Wealth Partners in Boulder, CO, where she has worked since 2015, with a brief tenure at Sequoia Financial Group. Martinez also served at R3 Returns, LLC from 2018 to 2023. BSW Wealth Partners serves a national client base that includes individuals of varying net worth, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation strategy and offers a range of services such as comprehensive financial planning, portfolio management, and a dedicated Visionary Impact Investing program.

James Johnson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Varra Wealth Management LLC. His prior experience includes roles at LPL Financial and COUNTRY Financial. Johnson is also involved with the Rocky Mountain Insurance Network as a solicitor and agent. Varra Wealth Management LLC is a team advisory firm with five advisors managing approximately $237.5 million for around 425 clients. The firm serves individuals, charitable organizations, and business entities, focusing on customized investment policy statements and long-term portfolio management using mutual funds, ETFs, equities, and fixed income.

Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. 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 manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, with investment approaches that include dividend-growth and capital-appreciation strategies.

Brandon Kane is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He currently serves at Lakeridge Wealth Management LLC and has held roles at Private Client Services, FlanderMeyer Financial, MBA Financial Services, and Cetera Advisor Networks. Outside of his advisory work, he is the registered agent for the Prestige Basketball Club of Colorado, a not-for-profit basketball organization. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, using fundamentally driven portfolios with a range of investment vehicles and ongoing oversight.

Sacha Millstone is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 27 years at Raymond James & Associates and five years at his current firm. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm offers customized investment plans utilizing mutual funds, ETFs, stocks, fixed income, and third-party managers, incorporating ESG analysis when requested, and manages approximately $893 million across several hundred client relationships.

Kevin Mcculley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Indivisible Partners in Golden, CO, and has previously worked at Private Capital Management and Cherry Hills Investment Advisors. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and outsourced support to implement strategies.

Steven Szafranski is a CFP® with 14 years of experience in the financial services industry. He is currently with BSW Wealth Partners, a team of 18 advisors based in Boulder, CO, and has previously worked at Ameriprise Financial Services and Facet Wealth. Szafranski holds the Series 66 designation. BSW Wealth Partners serves a national clientele that includes individuals, families, business owners, executives, and 401(k) plan sponsors. The firm utilizes a top-down tactical asset allocation approach and offers services ranging from comprehensive financial planning to discretionary portfolio management and impact investing through its Visionary Impact Investing program.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Cory Robinson is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Cetera Advisor Networks and Summit Financial Group. In addition to advisory services, he is also an insurance agent with Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and trusts. The firm uses a combination of fundamental, cyclical, and technical analysis with a range of investment strategies and model-based programs.

Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at Adasina Social Capital, Impact Investors, Inc., and Better World Investments, Inc. She returned to First Affirmative in 2025 after earlier work with the firm from 2016 to 2018. First Affirmative Financial Network serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutions through a nationwide network. The firm emphasizes values-aligned and faith-based investing, integrating environmental, social, and governance factors into portfolio construction and offering tailored solutions such as Values-Aligned Direct Indexing and proprietary model portfolios.

Larry Jones is a Series 65-registered advisor at OneAscent Family Offices with one year of industry experience. He has a consulting role with Pushplay Holdings, Limited, a company specializing in donation and live streaming software, where he advises on legal matters and business strategy. He previously worked at Corepoint Health for one year. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers both discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios through individualized asset-allocation guidelines and multiple affiliated entities.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.