Brian Neustrom is a financial advisor at Powerhouse Financial Advisors, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at several firms including Cetera and Liberty Partners Financial Services. He is employed by Parsonex Enterprises, Inc., where he serves in principal and Chief Compliance Officer roles across multiple affiliated entities. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm builds diversified, asset-allocation portfolios aligned with client objectives and risk tolerance, utilizing third-party managers and model programs such as those from SEI.

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.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Bemelekot Tewahade is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Infinity Wealth Management since 2014. Outside of his advisory role, he owns a Canadian insurance agency and a documentary film company focusing on Ethiopian and African history, and he serves as a deacon at Agape Church. Infinity Wealth Management provides personalized portfolio management to individual clients, focusing on asset allocation tailored to client goals and risk tolerance. The firm manages approximately $62.5 million in discretionary assets across about 695 client relationships.

Gregory Brittain is a financial advisor at Wakefield Wealth Management, LLLP in Englewood, Colorado, holding a Series 65 designation with 10 years of industry experience. He has been with Wakefield Wealth Management since 2015 and has been associated with related Wakefield entities since 2012. Wakefield Wealth Management provides discretionary and non-discretionary investment management, financial consulting, and retirement plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm employs quantitative portfolio-building techniques across diverse asset classes and offers specialized options such as Biblically Responsible Equity and digital-asset investment capabilities.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.

Lance Peterson is a financial advisor at Wakefield Asset Management, LLLP with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Fund Distributors, Inc., UMB Distribution Services, LLC, and Scout Distributors, LLC. Wakefield Asset Management provides discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven domestic equity strategies with multi-asset solutions and offers sub-advisory services through an affiliated adviser.

Brian Sells is a CFP® and Series 65 credentialed advisor with 27 years of industry experience. He has been with Peak Financial Advisors in Denver, CO since 1997. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing discretionary investment management alongside tax return preparation and planning.

Leslie Rojas is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Gill Capital Partners since 2009. Gill Capital Partners serves individual clients, including high-net-worth households, and various institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary, policy-driven investment approach using fundamental, technical, quantitative, and qualitative analysis, and offers specialized reporting and portfolio supervision.

Nicholas Pirnack is a financial advisor at LotusGroup Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors, offering financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy investment approach tailored to client risk profiles and provides business valuation services alongside ongoing reporting and goal tracking.

Michael Franklin is a financial advisor with Tandem Financial, LLC in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and previously spent 15 years at LPL Financial and 18 years at Dodds Wealth Management Group. In addition to his advisory role, Mr. Franklin is a licensed insurance agent and spends a portion of his time selling insurance products. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diversified approach across various asset classes and uses fundamental, technical, charting, and cyclical analyses to guide portfolio management and offers both discretionary and non-discretionary services.

James Milroy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Owl Creek Wealth Partners and has previously worked at Perspective Wealth Advisors, Easterly Securities, James Alpha Advisors, FDX Capital, Syntrinsic Investment Counsel, and SRS Acquiom. Owl Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation approach to create customized portfolios and integrates financial planning with discretionary investment management and consulting services.

Diego Gallardo Antunez is a financial advisor at Marshall Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has prior roles at LPL Financial, Pindustry, Ambulnz, Empower Retirement, and Metropolitan State University of Denver. Outside of advising, he is employed part-time at Recreational Equipment Incorporated. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, with portfolios tailored to clients’ objectives, time horizons, and risk tolerances, and operates its own Advisor Managed Portfolios Wrap Program.

Tanner Sterk is a CFP® professional with six years of industry experience. He is currently with Nilsine Partners, LLC, a firm where he has worked since 2026. His prior experience includes roles at Capital Investment Advisors, Wela Strategies, Inc., and Northwestern Mutual, among others. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other institutional clients. The firm offers customized portfolio management and acts as an adviser to pooled investment vehicles and private funds, combining household wealth management with adviser-level roles in private fund operations.

William Brown is a Series 65-licensed financial advisor with seven years of industry experience. He is affiliated with Hebert Advisory Services Inc in Littleton, CO, and has been retired since 2013. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory services to individual, institutional, and business clients. The firm’s investment approach utilizes its proprietary Institech technical research combined with fundamental analysis to guide discretionary portfolio management across multiple account styles.

Ned Meloni is a CFP® with 18 years of experience in the financial services industry. He is currently with Crusonia Wealth Advisors LLC in Denver, where he has worked since 2025. His prior roles include positions at Financial Steward Associates, LPL Financial, Elevations Credit Union, CUSO Financial Services, GWFS Equities, and Northstar Realty Securities. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering wealth advisory services that combine discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and it is affiliated with a CPA firm that provides tax preparation and related services.

Austyn Garcia is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Denver Wealth Management, Inc. and LPL Financial, LLC, serving as an investment advisor representative and registered representative since 2021. Austyn also serves as treasurer for the nonprofit Tech Center Toasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages over $500 million in assets with an 11-advisor team and employs a trademarked planning framework alongside fundamental analysis, including ESG factors, in portfolio construction.