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.

Lee Strongwater is a financial advisor at Colorado Capital Management in Boulder, CO, with 23 years of industry experience. He holds the Series 66 designation and has been with Colorado Capital Management since 2010. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis, written investment policy statements, periodic rebalancing, and regular monitoring, with services that include discretionary and non-discretionary portfolio management, retirement-plan advisory, and ESG/sustainable investing options.

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, currently serving at Invictus Private Wealth, LLC in Denver, CO. His prior roles include tenures at PURSHE KAPLAN STERLING INVESTMENTS, Inc., UBS Financial Services Inc., and Morgan Stanley. Outside of advisory work, he is involved in investing in restaurants through a holding company. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multidisciplinary investment approach that incorporates fundamental, technical, quantitative, and sector analysis alongside alternative investments and options strategies, managing portfolios on a discretionary basis.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Janus Henderson for nine years. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, as well as state and municipal government clients. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory and offers a variety of tailored investment strategies.

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.

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.

Anthony Coppola is a CFP® professional with 15 years of industry experience. He currently works at Sachem Hill LLC and has previously been with Schoolcraft Capital LLC, TC Financial LLC, and The Milestone Group, Inc. Sachem Hill advises primarily ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses passive instruments in efficient markets and active management in less efficient areas, managing both separately managed portfolios and private pooled investment funds.

Jamar Anderson is a financial advisor at Triumph Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Summit Wealth Group, Charles Schwab, USAA financial planning services, and T. Rowe Price. Anderson is also a licensed life insurance agent, engaging in life insurance sales related to client goals. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm employs a diversified investment approach that includes fundamental, cyclical, and technical analysis, utilizing various asset classes and strategies tailored to client objectives.

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.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sonya Gillis is a financial advisor with Gainline Financial Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Animal Health Care Denver. Outside of her advisory role, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios blending passive and active strategies, and manages a significant portion of assets in wrap accounts.

Summer Vaughan is a CFP® professional with eight years of industry experience, currently affiliated with Gainline Financial Partners, LLC. Prior to joining Gainline, she worked at Purshe Kaplan Sterling Investments, Fidelity Investments, First Command Financial Planning, Inc., Edward Jones, and American Honda Finance Corporation. Vaughan holds the Series 66 designation and is based in Louisville, Colorado. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm uses diversified, multi-style portfolios combining passive and active strategies and manages a significant portion of assets in wrap accounts through a team of seven advisors.

Timothy Mccain is a financial advisor with SEM Wealth Management in Arvada, CO, holding a Series 65 license and bringing 20 years of industry experience. He has worked at Distribution Systems, Inc. since 2004. Additionally, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and sales management for small to mid-sized financial service firms. SEM Wealth Management offers discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models combining technical analysis, quantitative methods, and economic trend analysis, and it also licenses these models to other advisors and platforms.

Alexander Cameron is a CFP® with 21 years of experience in the financial services industry. He has worked at Legacy Wealth Partners, LLC since 2025 and previously spent 11 years at Aveo Capital Partners, LLC, as well as three years with Stephen A. Kohn & Associates, Ltd. Cameron serves as Treasurer and Board Member of a local homeowners association and acts as an expert witness in financial planning and wealth management. Legacy Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services, using proprietary and third-party model portfolios with a discretionary investment approach.

Tanner Cameron is a CFP® with nine years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners and Catalyst Group Development. He is also a licensed insurance agent affiliated with Legacy Wealth Partners’ insurance agency. Legacy Wealth Partners, LLC is a multi-advisor team managing approximately $646 million in discretionary assets. The firm provides financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to a range of clients, including individuals, trusts, charitable organizations, and business entities, utilizing a tailored, discretionary investment approach.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Amy Bush is a CFA® charterholder with six years of industry experience. She has been with Tandem Wealth Advisors since 2019 and previously worked at Victory Capital Management from 2015 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term capital growth and downside protection.