Scott Preston is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity. Outside of his advisory work, Preston is actively involved in coaching mountain biking teams and volunteering with the Utah NICA League and Wasatch High School’s mountain bike program. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management and comprehensive financial planning. The firm constructs multi-decade investment portfolios emphasizing equities and fixed income, utilizing a mix of fundamental, technical, and quantitative analysis and managing approximately $265 million in discretionary assets.

Keith Davis is a Series 65-registered financial advisor with Stonegate Capital Management, LLC, where he has worked since 2017. He has nine years of industry experience, including prior roles at Brown Brothers Harriman and Amerita. Stonegate Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a range of analytical techniques and offers diversified exposure across mutual funds, ETFs, fixed income, commodities, and non-U.S. securities, including the use of options and derivatives.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has worked previously at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Merrill. Outside of his advisory work, he owns and manages a residential rental property through a property manager. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm constructs portfolios for long-term objectives using equities, fixed income, and a variety of investment strategies, operating a wrap fee program with a focus on fiduciary responsibility.

Paul Rosell is a financial advisor at Advanced Investments in Englewood, CO, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AllHealth Network and Nyansa Learning Corporation. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, offering clients access to third-party aggregation and reporting tools for performance monitoring.

Daniel Newman is a CFP® and ChFC® professional with 19 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and also serves as a project manager for Business Transition Group, focusing on business exit planning. His prior experience includes roles at Northwestern Mutual Investment Management and T. Rowe Price Advisory Services. Noble Wealth Management P.B.C. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a top-down investment approach emphasizing tactical asset allocation and uses fundamental, technical, and quantitative analysis in its process.

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.

Alexander Leonida is a CFP® with 18 years of experience in financial services. He has worked at Capital Financial Group, Inc. since 2009 and previously held positions at Alcol Inc. and Raymond James Financial Services. Outside of his advisory role, he is a licensed insurance agent offering non-variable insurance products through One Insurance Solutions for RIAs. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and businesses. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis with a range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.

Jerry Gruber is a ChFC® with 42 years of industry experience, currently affiliated with Progress Alliance Investment Services in Englewood, CO. His prior experience includes positions at Ameriprise Financial Services Inc., DFPG Investments, Inc., and National Planning Corporation. Outside of advisory work, he holds leadership roles in consulting firms, serving as Director of Marketing at NEOPP Consulting and President of Rocky Mountain Financial Consultants, Inc. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, along with pension plans, charitable organizations, and other small entities. The firm emphasizes tailored account objectives based on client suitability and manages accounts mostly on a discretionary basis, often utilizing third-party managers and a mix of active and passive investment strategies.

David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and one year of experience in advisory services. He has been involved with BolHan CPAs Inc since 2013. Bolhan Wealth provides financial planning and portfolio management for individuals and business entities, offering services such as investment planning, retirement and insurance planning, and coordination of tax concerns. The firm employs a mix of investment methods and coordinates advisory work with its affiliated CPA practice.

Brooks Adams is a financial advisor at Capital Financial Group, Inc. in Littleton, CO, holding a Series 65 designation with approximately four years of work experience, including a prior role at BAE Systems. His career background also includes positions in engineering and construction firms as well as time as a student at Colorado State University. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as pension plans and trusts. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis across a broad range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.

James Etten is a financial advisor at Copper River Advisors LLC in Englewood, CO, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper River Advisors since 2014. Outside of his advisory role, he is a partner in Copper River Software, a SaaS fintech company that develops fixed income trading systems for major financial institutions and Fortune 500 companies. Copper River Advisors serves high-net-worth and individual investors as well as corporate and institutional clients, providing discretionary portfolio management along with financial and estate-planning support. The firm employs a long-term investment approach using passive core holdings and tailored fixed-income allocations informed by institutional fixed-income advisory experience.

Jason Baer is a financial advisor with Centerpiece Wealth Advisor in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Outside of finance, Baer is a 10 percent owner of Hair by Sarah Baer LLC, a hair salon business where he assists with accounting. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth-management services through a single wrap-fee program. The firm emphasizes fundamental analysis and manages all client assets within its wrap program, requiring Fidelity custody to deliver trading, investment management, and limited tax-filing support.

Caspian Campaigne is a financial advisor at Blue Heron Capital with a Series 65 designation and one year of industry experience. Prior to joining Blue Heron Capital, Caspian was a student for ten years. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing approximately $102.2 million across roughly 205 client accounts.

Daniel Haykin is a financial advisor at Haykin Wealth Management, Corp with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked alongside Michael Haykin since 2011. Outside of his advisory role, Daniel is the owner of Haykin Family Cidery, a family cider and distillery business. Haykin Wealth Management provides discretionary investment management and tailored portfolio advice primarily to individual clients and trusts. The firm follows a contrarian value investing philosophy that combines fundamental and technical analysis and emphasizes long-term holdings while selectively engaging in takeover arbitrage opportunities.

Robert Spicer Jr. is a financial advisor at Lift Asset Management in Englewood, CO, holding Series 63 and Series 65 credentials with 34 years of industry experience. His prior roles include positions at Edward Jones, Spicer Private Wealth Management, and First Financial Equity Corporation. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients, using a tailored approach based on each client’s goals and risk tolerance. The firm combines core passive allocation with active tactical adjustments and manages portfolios on a discretionary basis with regular reviews.

John Geringer is a financial advisor at Peak Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shepherd Kaplan LLC, Peak Capital Management, and Cedrus. Outside of advising, he serves as Vice President of Geringer Group, Inc., a business coaching firm for small business owners. Peak Capital Management oversees approximately $165 million for over 100 clients, offering discretionary and non-discretionary investment management, financial planning, and sub-advisory services. 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.

Jenifer Sapel is a financial advisor at Bright Advisors with 22 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at WCG Wealth Advisors, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and MetLife. In addition to her advisory work, she facilitates workshops and educational presentations through The Practice at Bright. Bright Advisors provides investment management, financial planning, and consulting services to individual, corporate, and institutional clients. The firm employs a client-centered approach with customized strategies, including discretionary portfolio management and outsourced chief investment officer engagements.

Jeffrey Young is a financial advisor with Mathies Financial Partners, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Centaurus Financial, Inc. since 2008 and operates his own legal practice, Jeffrey R. Young & Associates, Inc., where he serves as president and attorney, focusing on estate planning and legal document drafting. Mathies Financial Partners offers comprehensive and modular financial planning services to individuals, trusts, estates, and business entities, utilizing a Modern Portfolio Theory approach and collaborating with third-party money managers for portfolio implementation.

Calvin Lennberg is a financial advisor at Advanced Investments with 12 years of industry experience. He holds a Series 65 designation and has worked as an independent insurance agent since 2010. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning and discretionary portfolio management, along with education planning and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, and offers additional services including insurance products, real estate sales, and mortgage services.

Bryan Jarman is a financial advisor at Panorama Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Infinium Investment Advisors. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts and estates, providing discretionary investment management, financial planning, and consulting. The firm employs an investment process based on modern portfolio theory and utilizes model portfolios with active rebalancing and risk management.