Quentin Stoker is a financial advisor with Gallacher Capital Management, LLC, holding a PFS™ designation and Series 65 license, and has six years of industry experience. His prior experience includes roles at Figure Financial, Capital Performance Advisors, Thomas Doll CPA's, and Deloitte & Touche LLP. He also operates Stoker Advisory, Tax, and Accounting PC, a CPA firm focused on bookkeeping and tax preparation. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, managing accounts primarily on a discretionary basis.

Roger Segler is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and three years of industry experience. Before joining Heirloom Wealth Management in 2022, he spent twelve years with All Recycling, Inc. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing approximately $1.1 billion for about 829 clients through a team of 18 advisors. The firm offers discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, incorporating goal-based plans and diversified portfolios.

Andrew Howard is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Quartz Partners Investment Management and previously worked at AthenaInvest Advisors LLC. Howard also serves as Vice President of Product Development at AthenaInvest, Inc., a software services data provider. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, digital platforms, and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, maintained by an investment committee.

Michael Euston is a CFP® with 15 years of experience in the financial services industry. He has worked at Heirloom Wealth Management LLC since 2018 and previously at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is a 50% owner of Heirloom Tax Solutions, LLC, which provides tax planning and coordination services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm offers discretionary investment management and financial planning, using a goal-based process and risk assessment tools to develop and manage portfolios.

Angelina Sanchez is a financial advisor at Edgerock Wealth Management with a Series 65 designation and one year of industry experience. Her prior roles include positions at Goldman Sachs and Greystar. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning with investment strategies tailored to clients' goals and risk tolerance, utilizing fundamental and technical analysis alongside strategic and tactical asset allocation.

Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at LPL Financial LLC and has held various positions including roles at DoorDash and Colorado Christian University. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process and incorporates a proprietary scoring system for portfolio construction, managing over half a billion in client assets through a mid-sized team.

Kevin Gallacher is a financial advisor with Gallacher Capital Management, LLC in Lone Tree, Colorado, holding a Series 63 designation and 27 years of industry experience. He has been with Gallacher Capital Management since 1992 and maintains majority ownership through his management and holding company, Gallacher LLC. In addition to his advisory role, Mr. Gallacher is involved in a Colorado-based construction development company focused on self-storage real estate and oversees a private equity investment management company. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, financial planning, and retirement consulting. The firm employs a consultative investment process that incorporates proprietary and third-party funds, discretionary account management, and access to various portfolio customization and tax efficiency tools, including its GEM platform and affiliated private investment vehicles.

Joshua Bustos is a financial advisor at Future Capital Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Heritage Builders Electric, Inc., KTK General Contracting, and McCarthy Building Companies. He is also registered as an insurance agent for Five Rings Financial, where he sells life insurance and indexed annuities. Future Capital Management provides fee-based advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm employs an active, tactical asset allocation approach, offers both customized and proprietary model portfolios, and operates its own wrap fee program alongside a registered insurance agency.

Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Charles Schwab and the City of Fort Collins. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, pension and profit-sharing plans, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and model portfolios ranging from cash to aggressive growth.

Daniel Weeks is a CFP® with 18 years of experience in the financial services industry. He has worked at Nilsine Partners, LLC since 2022 and previously held roles at UMB Family Wealth and UMB Bank. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers access to third-party managers and private investment platforms, actively manages model portfolios, and serves as an investment adviser to feeder and master funds.

Jamie Olson is a CFP® professional with four years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC. Prior to joining Heirloom, Olson worked at GPS Wealth Strategies Group, True Wealth Advisors, and LPL Financial. Outside of financial advising, Olson has experience in portrait photography through a prior role at Reese and Co Portraits. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach and discretionary portfolio management, utilizing a range of investment vehicles and proprietary tools to assess client risk tolerance.

James Osborne is a CFP® professional with 15 years of industry experience, currently serving at Bason Asset Management since 2012. He holds Series 63 and Series 65 licenses and works from Lakewood, Colorado. Bason Asset Management provides portfolio management and financial planning services to individuals, families, retirement plans, foundations, endowments, and other nonprofit organizations. The firm follows a passive investment philosophy based on the Efficient Market Hypothesis, using primarily mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

Nicole Baranda is a CFP® with five years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc. She previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., accumulating four and five years of experience respectively. Her background also includes roles outside finance, such as positions at Ascend Cannabis Co, Wag, Nickel Restaurant, and The Curtis Hotel. SHJ Wealth Advisors is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across roughly 868 client relationships using active asset allocation and a variety of investment vehicles, while offering financial planning, portfolio management, and employer retirement-plan services.

Madeline Testwuide is a CFP® with 11 years of industry experience. She currently works at Nilsine Partners, LLC and previously held positions at Bessemer Trust and Eaton Vance Management. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also operates a private investments platform and actively manages model portfolios using both internal allocations and external managers.

Timothy Szymanski is a financial advisor with Forty North Wealth in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Panoramic Investment Advisors since 2022 and previously at Neidiger, Tucker, Bruner Inc. from 2015 to 2022. Outside of advising, he is the president and owner of Avalon Retirement Specialists and also tutors students in computer science and artificial intelligence. Forty North Wealth serves individuals, families, trusts, estates, retirement plans, and charitable foundations with discretionary investment management, financial planning, and consulting. The firm uses a tailored approach based on client risk tolerance and objectives, leveraging third-party platforms for reporting and planning, and offers access to alternative investments and sub-advisors as part of its strategies.

Michael O'Dwyer is a Series 65-licensed advisor at SyntheticFi LLC with one year of industry experience. Prior to joining SyntheticFi, he worked at Productiv Inc., Fivetran Inc., and Gelber Group LLC. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Anderson is involved with the Denver Broncos, assisting fans with mobile ticket access during home games. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and manages approximately $170 million in assets, including a distinctive pooled vehicle known as the Sterling Fund.