Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity in various advisory and brokerage roles from 2016 to 2024. Outside of his advisory work, Wesson is involved in operations management for SAASTR’s annual conference. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, qualified retirement plans, and institutional clients. The firm uses diversified portfolios blending passive and active strategies, including options and alternative investments, and manages a substantial portion of its assets through a wrap fee program.

Tucker Weppner is a CFP® professional with five years of experience at Sanderson Wealth Management, LLC and earlier roles at ROI Financial Group. He has a background that includes four years at Canisius College. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation strategies using capital market assumptions and risk analysis, with a notable focus on non-discretionary management and relationships with insurance companies.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital since 2015, with prior roles at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Outside of his advisory role, Schowe is also an insurance agent with Triumph Capital, LLC, providing fixed insurance products aligned with client financial plans. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and institutions. The firm employs a multi-strategy investment approach that includes fundamental, cyclical, and technical analysis, using a range of asset classes and model portfolios tailored to various client objectives.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Chanda Sloat is a CFP® and holds a Series 66 license with two years of industry experience. She is currently an advisor at Varra Wealth Management LLC, where she has worked since 2024. Prior to this role, she attended the University of Colorado’s Leeds School of Business and has experience with Varra Financial and LPL Financial. Varra Wealth Management LLC is a team advisory firm managing approximately $237.5 million for about 425 clients, including individuals, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and financial planning, employing modern portfolio theory with a long-term trading approach.

Michael Banks is a financial advisor at Lakeridge Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with several firms, including Cetera and FlanderMeyer Financial LLC. Outside of advisory roles, he is a non-fiction book author and volunteers with the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term orientation and serves as a fiduciary across multiple practice lines.

Michael Percy is a financial advisor with Public Advisors LLC in Denver, CO, holding a Series 66 designation and one year of industry experience. Before joining Public Advisors, he worked at Fidelity Investments and has experience in self-employment and product sales. Outside of advising, he pursues music as an artist and is involved in product research and marketing for Amazon FBA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online advisory platform. The firm offers automated, discretionary portfolio management using software-driven processes, including AI-constructed custom indexes and automated tax-loss harvesting.

Allisyn Lambert is a financial advisor at TRG Investment Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. and IMA Advisory Services, Inc. Outside of finance, she serves as Treasurer with the Algiers Fire District #1 Prudential Committee in Vermont. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, 529 account management, and retirement plan consulting. The firm operates as a fiduciary, delivering individualized portfolio advice through various asset allocation strategies and manages both discretionary and non-discretionary accounts.

Ronald Stoner is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He is currently with Capstone Wealth Management Group, Inc. and has been affiliated with related entities since 2006. The firm operates in the wealth management sector.

Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Sydney Levy is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at UBS and currently serves at Invictus Private Wealth, LLC, a Denver-based firm where she is part of a two-advisor team. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, along with retirement plan consulting for employers. The firm applies an individualized, discretionary approach to portfolio management that uses a combination of fundamental, technical, quantitative, sector, and qualitative analyses, incorporating a range of securities and strategies, including options and derivatives.

Keith Sapp is a CFA®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has worked at Cedar Cove Wealth Partners since 2025 and previously spent 13 years at Thrivent Financial and its affiliated entities. Outside of his advisory role, Mr. Sapp serves as a board member of his church’s finance committee, participating in budgeting, investment manager oversight, and risk management. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and institutional clients, managing over $455 million in assets. The firm combines active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination through a partnership with EncorEstate Plans.

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. 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 employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Brian Lipsett is a financial advisor with Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential and five years of industry experience. He is also the founder and president of Oakway Financial LLC, an investment-related business where he is active as an insurance agent. Lipsett has prior experience with Western Insurance Network. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm supervises third-party sub-advisers for portfolio implementation and offers strategies such as direct indexing and AI-based tools.

Ryan Cook is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience and a Series 65 designation. He has worked at Triumph Capital Management since 2016 and previously held roles at Cetera Advisor Networks and Summit Financial Group. Outside of advising, he is involved in insurance activities through affiliated agencies and owns an LLC for tax planning and bill paying. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment strategies and maintains model-based programs along with access to third-party asset managers.

Madeline Barconi is a CFP® and ChFC® professional with 10 years of industry experience. She has worked at Breakwater Capital Group since 2022 and previously held roles at Colorado Capital Management, Inc. and Fidelity Personal and Workplace Advisors. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to construct portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments, employing strategies such as options writing and margin transactions tailored to clients’ objectives and risk tolerance.

Daniel Gamache is a CFA® charterholder with 14 years of industry experience. He is currently with KilterHowling LLC, where he has worked since 2026. His prior roles include positions at Thornburg Investment Management, Quasar Distributors, Core Alternative Capital, and IFAM Capital. KilterHowling serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering discretionary asset management, retirement consulting, and participant-directed plan services. The firm employs primarily model portfolios with ETFs, mutual funds, individual securities, and select private investment funds, providing financial planning at no additional charge to asset management clients and managing assets without formal minimums or proxy voting on behalf of clients.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Erica Loughrey is a financial advisor at Colorado Capital Management with four years of industry experience. She holds a Series 65 credential and has worked at Colorado Capital Management since 2021, with prior experience at Alaska Permanent Capital Management and California Polytechnic State. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, and regular monitoring, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Daniel Mayer is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he hosts an educational finance and investment podcast. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and trusts. The firm’s investment approach integrates fundamental, cyclical, and technical analysis and utilizes a range of strategies and model portfolios tailored to client objectives.