Benjamin Kirby is a CFA® charterholder with 15 years of industry experience. He is currently with Brightward Financial LLC, where he has worked since 2026. His prior roles include positions at The Millstone Evans Group, LLC and Thornburg Investment Management. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension/employee-benefit plan consulting to a range of clients, including individuals and corporations. The firm employs a multi-asset investment approach based on proprietary models and formal committee governance.

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.

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.

John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.

Karen Jorgensen is a financial advisor at Sanctuary Advisors in Denver, CO, with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Sanctuary Advisors since 2016, alongside prior roles at Geneos Wealth Management and various Sanctuary-related entities. Sanctuary Advisors provides tailored investment advisory services primarily to high-net-worth individuals, corporations, and endowment foundations. The firm manages assets on a non-discretionary basis, using a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to guide personalized investment strategies.

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.

Matthew Rillos is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Full Financial Inc. since 2024 and previously spent 16 years at Financial Counseling Associates Inc. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in assets for around 259 clients, offering discretionary portfolio management and planning in areas including retirement, education, tax, estate, and business needs.

Scott Schubert is a CFA® charterholder with 16 years of industry experience. He has been with Sonoran Capital Management, LLC since 2010 and is also affiliated with New York University. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies with fixed income and derivatives used mainly for hedging. The firm employs a top-down global macro process supplemented by a proprietary model to guide investment decisions and manages portfolios according to firm strategies rather than individualized security selections.

Steven Higgins is a CFP® with 20 years of experience in the financial industry. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. Prior to that, he held roles at Raymond James Financial Services Advisors and LPL Financial. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm emphasizes tailored asset allocation and ongoing portfolio monitoring based on each client’s Investment Policy Statement and applies modern portfolio theory within a range of investment vehicles.

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.

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.

John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with his current firm since 2007 and has concurrent experience in insurance and with Raymond James Financial Services dating back to 2004. J.W. Jarvis Investment Advisors provides tailored investment advisory and portfolio management services primarily to individuals and families who are not high-net-worth clients. The firm focuses on direct securities and limited options strategies, employing a disciplined investment process that combines fundamental and sector analysis with risk management and regular account reviews.

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.