Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Michelle Burns is a financial advisor at Mountain Capital Investment Advisors Inc in Westminster, CO, holding a Series 65 designation with seven years of industry experience. She has been with Mountain Capital Investment Advisors since 2011. In addition to her advisory role, she works as a staff accountant for Mountain Capital CPAs in Denver. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm employs a long-term investment approach, using diversified portfolios that emphasize low-cost mutual funds and ETFs, combined with fundamental and technical analysis tailored to client goals and risk tolerance.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.

Terry Robinette is a financial advisor with Peak Asset Management, LLC in Louisville, CO, holding 26 years of industry experience. He has been with Peak Asset Management since 2012. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, retirement-plan advisory services, and separately managed municipal bond accounts, employing a client-specific investment policy statement and a mix of fundamental, technical, and qualitative analysis.

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Daric Olson is a financial advisor with PCM Encore, LLC in Denver, CO, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Invesco Advisers, Inc., Russell Investments, Nuveen Asset Management, and Advisors Asset Management. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets using a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and strategic asset allocation.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services in various capacities prior to joining Aspen Wealth Strategies in 2020. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations with approximately $312 million under management. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, alternatives, and options, alongside proprietary quantitative models.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

Ralph Rigler is a CFP® professional with eight years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at Core Wealth Management, TIAA-CREF, Creative Planning, Exencial Wealth Advisors, and JPMorgan Securities. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee, planning-level engagements without managing investment portfolios or recommending specific securities. The firm serves individual clients with offerings such as Roth conversion strategies and comprehensive financial plans, and coordinates with independent CPA firms for tax return preparation.

Daniel Carreno is a financial advisor at Natural Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fred Alger & Company and Ethos ESG. He is also involved with O-Six Impact Partners, LLC. Natural Investments is a values-focused advisory firm providing financial planning and portfolio management primarily for individuals, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and long-term strategies using socially responsible investments, operating under a public-benefit structure with a unique ownership model.

Christopher Wiethe is a financial advisor with Guardian Wealth Partners, LLC, holding the CFP® and ChFC® designations and possessing 12 years of industry experience. His prior roles include positions at Park Avenue Investment Advisory, Facet Wealth, CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. Guardian Wealth Partners, LLC, operating as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm provides discretionary investment management through model portfolios and third-party managers, fee-based financial planning, and retirement plan services.

Derek Landis is a CFP® with seven years of industry experience, currently serving as an advisor at Normandy Capital Management, LLC since 2018. Prior to joining Normandy, he worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, pensions, and businesses. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within an asset-allocation framework and emphasizes active management guided by client-specific Investment Policy Statements.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Christopher Ofsthun is a financial advisor at Next Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Next Capital Management since 2010, with a brief period away from the firm between 2018 and 2020. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocation strategies and a range of investment options including mutual funds, ETFs, individual equities, and structured products.

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides 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 and offers model-based programs and access to third-party asset managers.

Vincent Polivka is a financial advisor with Vanguard Capital in Denver, CO, holding a Series 63 designation and 37 years of industry experience. He has worked at Vanguard Capital since 1999 and Vanguard Capital Wealth Advisors since 2016. Vanguard Capital is a team of five advisors managing discretionary investment portfolios primarily for individual and high-net-worth clients. The firm integrates financial planning with investment management, focusing on diversification, risk management, and medium- to long-term holding periods, while also offering consulting services related to estate planning, insurance, and retirement plan rollovers.

Jay Ratterman is a CFA® charterholder with seven years at Paragon Capital Management and nine years of prior experience at ANB Bank. He is based in Denver, CO. Paragon Capital Management, Ltd. provides investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Peter Hedberg is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He holds the Series 63 designation and has worked at New West Investment Management, Inc. since 1990 before joining Peak Asset Management in 2026. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm creates portfolios based on client-specific investment policy statements and employs fundamental, technical, and qualitative analysis with a generally long-term approach, offering personalized strategies including ESG options when requested.

Henry Pramov is a financial advisor at Westbourne Investments, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Westbourne since 2012. In addition to his advisory role, he serves as a Senior Account Executive in procurement software sales at SAP Americas, Inc. Westbourne Investments provides investment management and financial planning services to individuals, pension/profit-sharing plans, and institutions. The firm manages discretionary portfolios using a mix of ETFs and individual stocks, incorporating options strategies and a combination of top-down and bottom-up investment analysis.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.