Nichole Graham is a CFP® professional with one year of industry experience, currently serving at Regista Financial Strategies, LLC. She has prior experience with firms specializing in divorce financial planning and has worked as a financial analyst providing divorce financial planning services on an hourly contract basis. Graham’s background includes roles at Wellspring Divorce Advisors, Fonte Financial Advisors, and Ameriprise Financial. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management and comprehensive financial planning. The firm uses a tailored asset-allocation framework combining passive and active strategies, with a notable focus on specialized financial planning, including divorce financial planning.

Nicholas Rygiel is a financial advisor with Protocol Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Blend Financial, Ironclad Financial, and Enclave Digital Wealth. He is also an investor in L1.co, a technology platform offering non-custodial wealth management tools, which is used by his affiliated firms for client advisory services. Protocol Wealth advises individuals, businesses, and decentralized organizations on both traditional and digital-asset portfolios, providing portfolio management, financial planning, and digital-asset consulting. The firm employs strategies that combine traditional and crypto holdings and uses features such as multi-party computation wallets and smart-contract vaults, with a billing model that includes fixed retainers and asset-based fees.

Jesse Bristow is a financial advisor at X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Advisor Group. Outside of his advisory work, he coaches youth baseball through the Slammers Baseball development program. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios using a mix of individual securities, ETFs, mutual funds, and alternative investments, supported by ongoing monitoring and rebalancing.

Kelly Kyler is a financial advisor at Perla Wealth LLC with 15 years of industry experience and a Series 66 credential. Prior to joining Perla Wealth in 2026, Kyler worked at Arx Advisors, Daniel Day, David Loven, Northwestern Mutual Wealth Management Company, Glen Babcock, and Northwestern Mutual Investment Services LLC. Kyler also serves as Chief Compliance Officer and Chief Operating Officer at ARX ADVISORS, providing investment advice and managing the firm. Perla Wealth LLC is a two-advisor investment management firm that offers discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm utilizes proprietary investment models combining fundamental, technical, quantitative, and economic analysis, tailoring solutions to clients’ specific needs while leveraging technology platforms including Wealth.com.

Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.

Joseph Mascioli is a financial advisor with Berenz Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. He also maintains an active insurance practice as a sole proprietor. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a fee-only model and combines fundamental, technical, and cyclical analysis to inform its investment process, incorporating strategies such as long-term holdings, active trading, option writing, leverage, and derivatives within separately managed accounts.

Kenneth Macdonald Jr. is a financial advisor at Panorama Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sigma Financial Corporation and Purshe Kaplan Sterling Investments, Inc. He is also involved in providing insurance advice through MacDonald Financial Services, Inc. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, trusts, and estates, offering discretionary investment management, financial planning, and consulting. The firm employs an investment approach based on modern portfolio theory, combining fundamental stock screening, independent research, and technical analysis, while actively managing market risk and conducting regular account reviews.

Peter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.

Zachary Roberts is a financial advisor at Blue Heron Capital with four years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Capital Management. Outside of advising, he is also licensed as an insurance agent for life and health products through an affiliated insurance agency. Blue Heron Capital provides discretionary investment management, financial planning, and consulting services 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.

Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.

Jason Billingsley is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently associated with 5280 Capital and has worked at Commonwealth Tax Services, LLC and Commonwealth Investment Advisors LLC since 2013. In addition to his advisory role, he is licensed to transact accident, health, life, disability, and long-term care insurance. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.

Charles Brant is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Branzan Investment Advisors, Inc. since 2011. Outside of his advisory role, he manages several private investment entities focused on illiquid alternative asset investments. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach utilizing low-cost mutual funds, ETFs, individual securities, independent managers, and alternative investments as appropriate.

Christopher Lescarbeau is an advisor at CG Maton Advisory, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at StoneX Securities Inc. and Charles Schwab. CG Maton Advisory, Inc. is an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm provides financial planning, discretionary and non-discretionary investment management, and access to third-party separately managed programs, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on asset allocation and diversification.

Minesh Amin is a financial advisor at 5280 Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Commonwealth Investment Advisors since 2018. In addition to his advisory role, Amin is involved in tax preparation and accounting through Commonwealth Tax Services and his own firm, Greenbriar Accounting & Tax Services. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

Jay Mccormick is a CFA® charterholder with 20 years of experience at Helm Investment Management, LLC, a firm based in Denver, CO. He has been with Helm Investment Management since 2006. Helm Investment Management is an independent, privately owned SEC-registered investment adviser managing approximately $371 million for about 140 high-net-worth households, including business owners and corporate executives. The firm uses a blended analytic approach within a Modern Portfolio Theory framework to build diversified portfolios primarily focused on ETFs, individual stocks, bonds, and income securities.

Adam Horning is a financial advisor at Peak Financial Guidance LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual in various capacities from 2006 to 2019. Outside of advisory services, he is the managing principal of Buffalo Peaks, LLC, an insurance-related business in Parker, Colorado. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm integrates multiple investment strategies and reviews accounts regularly while also providing access to estate-planning services and insurance products.

Marti Brust is a financial advisor at West End Wealth Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with West End Wealth Management since 2015. Outside of her advisory role, she serves on the boards of Girls Incorporated of Metro Denver and Make-A-Wish Colorado, participating in fundraising and governance activities. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, providing discretionary investment management and integrated financial planning. The firm employs a combined approach of fundamental, cyclical, and technical analysis alongside Modern Portfolio Theory to create customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Stanley Learman is a CFA® charterholder with 29 years of industry experience. He has been with Arbor Investment Management since 2010, where he serves as an advisor. Outside of his advisory role, he oversees final accounting and annual tax preparation for two LLCs associated with rental properties, a responsibility that requires minimal time and does not affect his work at Arbor Investment Management. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm employs a valuation-based, fundamentally driven approach, primarily using individual stocks and bonds, and offers comprehensive financial forecasting alongside retirement, tax, and estate planning advice.

Clint Thomas is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. He holds a Series 63 designation and works from Denver, CO. Integrity Wealth Solutions serves individual and family clients, retirement plans, and nonprofit entities, providing portfolio management and comprehensive financial planning. The firm employs an allocation-driven approach with a focus on broad diversification and primarily passive strategies, managing about $369 million in discretionary assets across approximately 186 client relationships.