Travis Tom is a financial advisor at Endeavor Private Wealth, Inc. with 16 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory role, he serves as a commission member on the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and offers a range of wealth management, financial planning, and fiduciary services.

Devin Pope is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Nilsine Partners, LLC since 2023. He previously worked at Albion Financial Group for 17 years. Outside of advising, he manages R&N Ventures, LLC, which owns vending machines. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm offers a private investments platform and actively manages model portfolios through both internal allocations and selected external managers.

Teresa Friess is a financial advisor at Nilsine Partners, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch during her career. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, utilizing model portfolios that combine internal allocations and selected external managers.

Darrin Brown is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also owns and operates Solid Money Solutions, an insurance agency specializing in life, long-term care, disability, and Medicare insurance contracts. Elevated Capital Advisors serves a diverse client base including individuals, trusts, retirement plans, and corporations, providing investment management and financial planning through independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both strategic and tactical asset allocation alongside various portfolio management and consulting services.

Niall Durst is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Clear Creek Advisors, he worked at Equitable Advisors, LLC and held various roles in the food and beverage industry. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Eric Freehling is a financial advisor at Clear Creek Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Clear Creek Advisors since 2017. Prior to that, he was employed at Uber and Paradigm Group. He is also the owner of Designs By Paris, a jewelry sales and repair business, and provides tax preparation and temporary help services through United Management Services. Clear Creek Advisors provides discretionary investment management and oversight for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and utilizes third-party model portfolios and subadvisors to deliver portfolio management services to a broad range of clients.

Joshua Rigden is a CFP® with 17 years of industry experience. He is currently with Rigden Capital Strategies, where he has worked since 2025. Prior to this, he held roles at Alphamint Financial, Risemint, and Typher Financial Services. He also operates Rigden Tax Strategies, providing tax consulting services. Rigden Capital Strategies is a team advisory firm managing approximately $169 million for individuals, high-net-worth clients, trusts, and retirement plans. The firm offers discretionary asset management, ERISA plan services including 3(38) investment manager arrangements, and financial planning, utilizing turnkey platforms and tax-overlay services to align portfolios with client objectives.

Timothy Kulick is a financial advisor with Denver PWM, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Vista Private Wealth Partners LLC since 2023 and previously spent 14 years at Symphonic Securities LLC and Symphonic Financial Advisors LLC. Outside of advisory work, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, families, trusts, estates, and small institutions. The firm uses a combination of fundamental and technical analysis with strategic asset allocation and tax-aware management, supporting portfolios with mutual funds, ETFs, fixed income, alternative investments, and other instruments.

Steven Rotello is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at firms including UBS Financial Services and A.G. Edwards & Sons. Outside of his advisory work, he serves as a committee member at Regis Jesuit High School and as a board member for the Ambleside School of Colorado Centennial. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and selected family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, constructing portfolios using a range of investment vehicles and conducting regular account monitoring.

Joseph Garry is a CFP® registered financial advisor at Denver Wealth Management, Inc. in Denver, CO, with two years of industry experience. Prior to joining Denver Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process with customized portfolios primarily composed of low-cost mutual funds and ETFs, and it incorporates a proprietary investment scoring system in portfolio decisions.

Karley Fidani is a financial advisor at Fidelis Wealth Advisors and holds a Series 65 designation. She has two years of industry experience and has been with Fidelis Wealth Advisors since 2022. Prior to her current role, she worked at Club Pilates for one year. Fidelis Wealth Advisors is a five-person team managing approximately $210 million in client assets. The firm serves individuals, pension and profit-sharing plans, retirement plans, trusts, estates, charitable organizations, and corporations, using an asset-allocation driven investment approach that incorporates modern portfolio theory, fundamental and quantitative analysis, and technical inputs.

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

Matthew Selihar is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. His prior roles include positions at Colorado Wealth Group, Northwestern Mutual, Russell Investments, and BlackRock. He took a year for extended travel in 2023. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s approach combines fundamental analysis with macroeconomic and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and technology platforms to manage assets efficiently.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.

David Stevens is a CFP® with 40 years of experience in the financial industry. He is currently with A & I Wealth Management and has prior experience at Geneos Wealth Management, Inc. and Irongate Financial Services. Stevens serves as trustee and co-trustee for several family trusts. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with recommendations of sub-advisers and third-party managers, employing various analytical methods and conducting ongoing portfolio reviews.

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

David Walker is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Lebenthal in 2017, he worked at Farmers Insurance Group and Farmers Financial Solutions. In addition to his advisory role, Walker dedicates part of his time to Walker Wealth Strategies, an independent LLC affiliated with insurance agencies, and works as a part-time career consultant and coach with LHH, Inc. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, offering customized portfolio management and financial planning services. The firm manages approximately $820 million in assets across a multi-advisor team and integrates advisory, brokerage, and insurance services.

Julie Morgan is a financial advisor at A & I Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with A & I Wealth Management since 2023, alongside longstanding roles at A & I Financial Services LLC and Geneos Wealth Management Inc. Morgan is also an independent representative with various insurance carriers for fixed products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing a variety of analytical approaches and providing both discretionary and non-discretionary account options.

Joshua Magnus is a financial advisor at Seros Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Authentic Counsel, Northwestern Mutual, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent and manages a property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, various financial planning options, and uses proprietary core models combined with tactical overlays to tailor portfolios to client objectives and risk tolerances.