Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Jonathan Clements is a financial advisor at Brio Financial Group in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Franklin Templeton and BNY Mellon. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers asset management through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Adrienne Schmidt is a financial advisor at Pacifica Capital Investments in Denver, CO, holding a Series 65 credential with two years of industry experience. She has been with Pacifica Capital Investments since 2024 and has over ten years of experience at Bow River Capital. Outside of advisory work, she serves as CFO and investor for Pacifica Capital Real Estate in Leander, TX. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles, employing a concentrated, industry-focused equity approach that incorporates fundamental and cyclical analysis. The firm manages separate accounts as well as private real estate funds and single-purpose investment ventures.

Riley Govan is a financial advisor at Mattern Capital Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Synergy Capital, Gates Corporation, RBC Wealth Management, and Northwestern Mutual. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services, employing tax-efficient, cost-effective asset allocations using both active and passive strategies across a range of securities.

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.

Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.

John Morton is a financial advisor at Frec with one year of industry experience. He holds a Series 65 designation and has previously worked at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers offers automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and cash management. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.

Michael Caplan is a CFP® with 16 years of industry experience. He is a principal at Invictus Private Wealth, LLC in Denver, CO, where he has worked since 2022. Prior to Invictus, he spent eight years at UBS Financial Services Inc. Caplan is also involved in managing a holding company for restaurant investments. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, as well as retirement plan consulting for employers. The firm employs a discretionary, individualized approach to portfolio management that incorporates fundamental, technical, quantitative, sector, and qualitative analysis along with alternative strategies.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Janus Henderson for nine years. Alexandria is based in Denver, CO. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and government entities. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory to tailor investment strategies to clients’ risk tolerance and time horizon.

Stephen Dreiling is a CFP® with 26 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2024. He previously worked at United Capital Financial Advisers, LLC from 2015 to 2023. Outside of advising, he is the sole member and manager of SSSG, LLC, a company he established in 2012. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and government entities, providing financial planning, consulting, and discretionary investment management. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages over $1.18 billion with a small team of four advisors.

Raphael Martorello is a Series 65-licensed financial advisor with 22 years of industry experience. He is the managing partner at LotusGroup Advisors, where he has worked since 2007, and also manages LotusGroup Capital, LLC, splitting his time equally between both entities. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors by providing financial planning, discretionary portfolio management, introductions to private investments, and business valuation services. The firm uses a diversified investment approach across four primary strategies and incorporates third-party research to inform asset-allocation decisions.

Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Jamar Anderson is a financial advisor at Triumph Capital Management in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Summit Wealth Group, and Charles Schwab. In addition to his advisory role, Anderson is a licensed life insurance agent, engaging in insurance sales aligned with client goals. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and other entities. The firm employs a blend of fundamental, cyclical, and technical analysis and provides access to model-based programs and third-party asset managers.

Rachel Wilmot is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 designation and two years of industry experience. She previously worked at Charles Schwab for two years and has held roles at Lockheed Martin and Colorado State University. Legacy Wealth Partners is a multi-advisor team managing approximately $646 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that incorporates fundamental, technical, and cyclical analysis along with third-party sub-advisers, using strategies such as direct indexing, options, and margin.

Parveen Gupta is a financial advisor at Mattern Capital Management, LLC with a Series 65 designation and three years of industry experience. Prior to entering the financial advisory field, he worked at Motorola Solutions for 21 years. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, and corporations. The firm offers investment and wealth management, financial planning, and consulting services, focusing on tax-efficient, cost-effective asset allocations that utilize both active and passive strategies.

Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with 10 years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm uses a multi-strategy approach that includes Index, Global Rotation, Tactical, and Private-Investment Only allocations, incorporating third-party research and offering business valuation services through a Certified Exit Planning Advisor.

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.

Luke Gregory is a financial advisor at Lord and Richards Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Lord and Richards and AE Wealth Management since 2020 and 2022, respectively. Outside of advising, he is a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in discretionary assets across a seven-advisor team.