Justina Welch is a CFP® with 26 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. She holds Series 63 and Series 65 licenses and operates out of Denver, CO. Integrity Wealth Solutions LLC serves individual and family clients, including high-net-worth households, retirement plans, and nonprofit entities, providing comprehensive financial planning and portfolio management. The firm employs an allocation-driven investment approach based on the Efficient Market Hypothesis, emphasizing diversification and primarily passive strategies with selective active management.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

Allison Schmidt is a CFP® with 17 years of industry experience, currently serving at Higgins & Schmidt Wealth Strategies LLC. She has worked at LPL Financial since 2017 and was previously with Raymond James Financial Services from 2010 to 2017. Schmidt is involved in managing a real-estate holding company as an additional business activity. 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 emphasizes long-term trading and asset allocation based on modern portfolio theory, utilizing a range of investment products including mutual funds, equities, fixed income, ETFs, and structured products.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to 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, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.

Peter Pittman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Aspen Leaf Wealth Management, PBC since 2020 and previously held roles at Tedstrom Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Aspen Leaf Wealth Management, PBC is a fee-only firm serving individuals, families, trusts, and small-business retirement plans. The firm emphasizes strategic, asset-allocation-driven portfolios with ESG screening and manages approximately $75.5 million across a two-advisor team.

Michael Rochman is an advisor at WMK Investment Partners with Series 63 and Series 65 credentials. He has no prior industry experience but has been a principal and investment committee member at Volta Energy Technologies, a venture capital firm, since 2019. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles and offers discretionary portfolio management along with outsourced family office capabilities through a partnership with Family Office Resource Group.

Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 66 and Series 63 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley and Charles Schwab & Co., Inc., among others. Grantd Wealth, Inc. is a recently reorganized registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individual clients using a variety of investment strategies including ETFs, equities, fixed income, and options, with an emphasis on tax-aware planning and tailored asset allocation.

Brian Mc Kinney is a CFP® with 14 years of industry experience, currently with Collective Wealth Partners, LLC since 2022. His prior roles include positions at GRID 202 Partners and Smart Money Group LLC. Outside of financial advising, he is a speaker engaged in various non-investment-related speaking engagements throughout the year and co-owns an insurance business specializing in life, disability, annuity, and long-term care products. Collective Wealth Partners is a wealth management firm that serves individuals, families, trusts, and small businesses with comprehensive financial planning and investment management. The firm offers customized portfolios and is notable for its financial-wellness programs and educational counseling aimed at women and minorities, along with business-focused services such as Fractional CFO offerings.

Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.

Michael Haines is a financial advisor with Essential Investment Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Essential Investment Partners since 2019 and concurrently at Maurer & Associates Capital Management since 2014, as well as at Christom, LLC since 1999. Outside of advisory roles, he is involved with Christom LLC property rental activities. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm that provides customized portfolio management and consulting services to individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on an earnings-growth–driven U.S. mid/large-cap equity strategy combined with diversified investment vehicles and emphasizes documented performance disclosure and regular client reporting.

John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.

Jackson Blake is a financial advisor at Trinity Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Florida State University and several other firms. Trinity Wealth Partners serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management. The firm’s approach begins with a financial plan to assess goals, time horizon, and risk tolerance, followed by tailored portfolio strategies that combine individual equity positions and diversified asset classes with regular reviews and rebalancing.

John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.

Ethan Anderson is a CFP® credentialed financial advisor at Denewiler Capital Management Inc with five years of industry experience. His prior roles include work at Texas Mountain Flora and AnderMill LLC, where he has been involved for several years alongside his advisory career. Denewiler Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts by providing discretionary portfolio management and comprehensive financial planning. The firm follows a value-based, long-term approach focusing on dividend growth and hand-constructed equity and fixed-income portfolios.

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

Kurt Leeney is a financial advisor at Infinium Investment Advisors, LLC with six years of industry experience. He has held roles at Plaisance Capital LLC and J.P. Morgan, including positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. He holds Series 63 and Series 65 designations. Infinium Investment Advisors serves individuals, high-net-worth clients, retirement plans, trusts, institutions, and estates with investment management, financial planning, and retirement-plan consulting. The firm employs a portfolio approach centered on asset allocation and modern portfolio theory, offering a range of investment options and integrating financial planning and participant education into its services.

Jennifer Mc Elderry is a Series 65-licensed advisor at Paller Financial Services, Inc. with one year of industry experience. Prior to joining Paller Financial Services, she worked in tax preparation and consulting roles at firms including H&R Block, Intuit TurboTax, and Excel CPA. She also operated McElderry Consulting for ten years. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using a wide range of instruments and option-writing strategies, and combines tax and accounting services with discretionary portfolio management.

Quinlan Vande Koppel is a financial advisor at Peak Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked exclusively at Peak Capital Management since 2018, following a brief tenure at Legacy Bank. Peak Capital Management manages approximately $165.2 million for a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs an absolute-return, risk-managed investment approach using tactical, dynamically hedged model portfolios that incorporate equities, ETFs, mutual funds, and income assets.

Jack Aksan is a financial advisor at Catey, Inc. in Denver, CO, holding a Series 65 designation with three years of industry experience. He has served as Chief Executive Officer and 100% shareholder of Catey GmbH, a Zurich-based investment advisory firm, since 2000. Catey, Inc. provides discretionary investment management primarily to high-net-worth individuals, business, and institutional clients. The firm employs a blended growth and value investment process incorporating technical momentum, earnings revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.