John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with his current firm since 2007 and has concurrent experience in insurance and with Raymond James Financial Services dating back to 2004. J.W. Jarvis Investment Advisors provides tailored investment advisory and portfolio management services primarily to individuals and families who are not high-net-worth clients. The firm focuses on direct securities and limited options strategies, employing a disciplined investment process that combines fundamental and sector analysis with risk management and regular account reviews.

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.

Minesh Amin is a financial advisor at 5280 Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Commonwealth Investment Advisors since 2018. In addition to his advisory role, Amin is involved in tax preparation and accounting through Commonwealth Tax Services and his own firm, Greenbriar Accounting & Tax Services. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at TGRP Solutions, Band-It IDEX, Envestnet, Inc., and RSM US LLP. 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 portfolios and manages assets through mutual funds, ETFs, equities, fixed income, structured products, and separately managed accounts.

Jay Mccormick is a CFA® charterholder with 20 years of experience at Helm Investment Management, LLC, a firm based in Denver, CO. He has been with Helm Investment Management since 2006. Helm Investment Management is an independent, privately owned SEC-registered investment adviser managing approximately $371 million for about 140 high-net-worth households, including business owners and corporate executives. The firm uses a blended analytic approach within a Modern Portfolio Theory framework to build diversified portfolios primarily focused on ETFs, individual stocks, bonds, and income securities.

Brian Neustrom is a financial advisor at Powerhouse Financial Advisors, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at several firms including Cetera and Liberty Partners Financial Services. He is employed by Parsonex Enterprises, Inc., where he serves in principal and Chief Compliance Officer roles across multiple affiliated entities. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm builds diversified, asset-allocation portfolios aligned with client objectives and risk tolerance, utilizing third-party managers and model programs such as those from SEI.

Nicholas Wolverton is a CFP® and Series 65 registered advisor with 11 years of experience, currently serving at Peak Financial Management, Inc. since 2015. He operates out of Broomfield, Colorado, working alongside one other advisor at the firm. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm applies a Start to Finish Planning Program that integrates consulting, coaching, and investment management using fundamental analysis and an asset-allocation approach based on Modern Portfolio Theory.

Stanley Learman is a CFA® charterholder with 29 years of industry experience. He has been with Arbor Investment Management since 2010, where he serves as an advisor. Outside of his advisory role, he oversees final accounting and annual tax preparation for two LLCs associated with rental properties, a responsibility that requires minimal time and does not affect his work at Arbor Investment Management. 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 employs a valuation-based, fundamentally driven approach, primarily using individual stocks and bonds, and offers comprehensive financial forecasting alongside retirement, tax, and estate planning advice.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Peter Schopen is a financial advisor at P.A. Schopen & Associates, LLC with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James Financial and Evergreen Investing, LLC prior to his current role. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management tailored to client objectives. The firm combines modern portfolio theory with fundamental, technical, quantitative, and cyclical analysis, using a mix of actively managed mutual funds and passive ETFs, and manages client assets in-house with a broader set of products and strategies than many peer firms.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.

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.

Brian Sells is a CFP® and Series 65 credentialed advisor with 27 years of industry experience. He has been with Peak Financial Advisors in Denver, CO since 1997. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing discretionary investment management alongside tax return preparation and planning.

Nicholas Pirnack is a financial advisor at LotusGroup Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors, offering financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy investment approach tailored to client risk profiles and provides business valuation services alongside ongoing reporting and goal tracking.

Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several law offices. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, employs third-party technology and risk-assessment tools, and offers access to alternative and private investments while maintaining discretion in portfolio management.