Christopher Conmy is a financial advisor at Alpha Capital Family Office, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aaron Wealth Advisors, Carson Group, Cetera Advisor Networks, LPL Financial, and Pillar Financial Advisors. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and small businesses by providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with regular reviews and incorporates third-party managers and alternative investments with ongoing oversight.

Andrea Searle is a CFP® professional with 20 years of industry experience, currently serving at Schaefer Financial Management, Inc. since 2001. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages residential real estate investments with her husband. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, tax-sensitive asset allocation and operates primarily on a non-discretionary basis.

Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.

Daniel Willis is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation. He has one year of industry experience and has previously worked in roles including Movement Gyms and Hapa Sushi Bar & Grill. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and educational communications, employing a combination of fundamental and technical analysis alongside strategic asset allocation.

Mark Jaeger is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, BRC Investment Management, LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. In addition to his advisory work, Jaeger holds an active CPA license, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He previously worked at Modern Capital Advisors and Farmers Financial Solutions LLC, and serves as a director for Legal Shield in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, employing a fundamental, value-oriented investment approach with a multi-manager strategy. The firm also sponsors the Sterling Fund, a pooled investment vehicle focused on conservative, long-term value investing.

Adam Barringer is a CFP® with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory for seven years and Charles Schwab for three years. BXM Wealth LLC offers portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach that combines passive cores with active, tactical overlays. The firm emphasizes documented client objectives, utilizes various analysis techniques, and incorporates options strategies and tax-loss harvesting as part of its advisory services.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for over two decades. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and employs various strategies including options and tax-loss harvesting.

Katherine Fortna is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Private Client Services, Crown Capital Securities LP, and Michaels of Denver. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a range of model portfolios based on Modern Portfolio Theory, combined with active management techniques, and conducts regular portfolio reviews by its investment team.

Cassidy Butler is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently associated with A & I Wealth Management and Geneos Wealth Management, and has prior experience at Rehberg Law Group and in educational roles. Outside of advising, she serves as an education coordinator at Mission Hills Church. A & I Wealth Management is a nine-advisor team managing over $460 million in assets, serving individual clients, retirement plans, trusts, estates, and business entities. The firm offers customized asset management and financial planning using multiple model portfolios, third-party managers, and a variety of investment strategies, with both discretionary and non-discretionary account options.

Stacey Frank is a Series 66 licensed advisor with 19 years of industry experience. She is currently with A & I Wealth Management and has worked at Geneos Wealth Management and A & I Financial Services LLC since 2005. Outside of advisory work, she serves on the board of Tall Tales Ranch. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm uses a combination of in-house portfolio management, third-party money managers, and multiple model portfolios to serve clients, including high-net-worth individuals.

Robert Eckart is a financial advisor at Investment Management Associates with a Series 65 credential. He has eight years of industry experience, including a prior role at Funding Circle before joining his current firm. Investment Management Associates provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $573 million across a few hundred accounts, employing an active value investing approach that incorporates Quality, Valuation, and Growth factors.

Anna Healy is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Impact Capital Partners LLC with 13 years of industry experience. She worked at UBS Financial Services for nine years prior to joining Impact Capital Partners. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds customized portfolios using diversified, low-cost funds supplemented with individual securities and employs multiple analytical approaches to monitor and adjust client accounts.

Nicholas Burke is a financial advisor at Heirloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Heirloom Wealth Management since 2019, following 15 years at Jackson National Life Distributors LLC. Outside of his advisory role, he is an insurance agent licensed to sell life, health, and fixed annuities. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion across about 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, integrating tax services through its affiliate Heirloom Tax Solutions.

Donald Moenning is a financial advisor with Clarus Wealth Advisors, LLC in Castle Rock, CO, holding a Series 65 designation and eight years of industry experience. His prior experience includes three years at Sowell Management Services before joining Clarus in 2018. He is also involved with Granite Capital Advisors, LLC, where he manages investment accounts and conducts client meetings on a limited basis. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework with active portfolio management overlays and excludes certain asset types, conducting regular reviews and offering advice on various legacy positions.

Jackson Potter is a CFP® professional with six years of industry experience. He has worked at Heirloom Wealth Management LLC since 2022 and previously held roles at Potter Financial Solutions, Summit Wealth Advocates, and Cornerstone Wealth Advisors. Heirloom Wealth Management advises a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and trusts, managing over $1 billion through a team of 18 advisors. The firm offers discretionary investment management, financial planning, and donor-advised fund management, applying a goal-based planning process and a risk quantification tool to implement diversified portfolios.

Desiree Segler is a financial advisor at Heirloom Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and MS Howell & Co. Segler serves as an at-large board member for the Sage Singers, an elder choir in the Denver community, contributing about two hours per month. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion through a team of 18 advisors. The firm provides discretionary investment management, financial planning, tax advisory services, and uses a goal-based planning process combined with a strategic, diversified investment approach.

Deron Swaby is a CFP® professional with nine years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC in Greenwood Village, CO. His prior work includes roles at Charles Schwab and several other financial firms. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets through a team of 18 advisors. The firm offers discretionary investment management and financial planning services, utilizing a goal-based planning process and strategic portfolio allocations across various asset classes.

Dennis Marshall is a financial advisor with Marshall Investment Management, LLC, based in Greenwood Village, CO. He holds the Series 63 and Series 65 credentials and has 28 years of industry experience. His work history includes over a decade at LPL Financial and Marshall Investment Management. Since 1999, he has taught pre-retirement human resources training courses for the federal government. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm provides discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, financial planning, consulting, and retirement plan advisory services, with an asset allocation approach tailored to client objectives and risk tolerance.

Daniel Barotz is a financial advisor at Focused Alpha, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory role, he serves on the investment committee for Temple Emanuel and is an investor and advisory board member in several businesses, including EcoMark Solar and PackBack. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million, serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach with an emphasis on tail-risk management and quantitative optimization, offering discretionary portfolio management, financial planning, and 401(k) consulting.