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.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Cory Underwood is a CFP® and CFA® with 22 years of experience in the financial services industry. He currently works at Crusonia Wealth Advisors LLC and has held positions at several firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., and National Asset Management. Underwood serves as chair and past president of the Financial Planning Association’s Colorado chapter. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering a multi-disciplinary investment approach that includes discretionary portfolio management, standalone financial planning, and consulting. The firm integrates various asset classes and analysis methods, and is affiliated with a related CPA firm providing tax services.

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.

Richard Whipple Jr. is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked with WhippleWood Advisors since 2016. Prior to this, he was associated with Whipplewood CPAs for over four decades. Besides advising, he is a licensed insurance agent offering fixed and health insurance products. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a goals- and risk-based investment approach, integrating tax and estate consulting, and coordinates closely with its affiliated accounting practice.

Luke Horner is a financial advisor with Denver Wealth Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at LPL Financial, ICAT, Marcus and Millichap, and roles outside finance such as teaching at Houston Baptist University and Midway High School. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans with financial planning and portfolio management services. The firm uses a disciplined process called Plan, Quality, Capture & Collect, incorporating modern portfolio theory, annual rebalancing, and low-cost mutual funds and ETFs, alongside a proprietary Summit Investment Process that evaluates investment opportunities across multiple variables including ESG factors.

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.

Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.

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.

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.

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Kelli Wallace is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 and has been with Financial Security Management since 2014. Outside of advising, she provides tax preparation services and participates in a medical clinical trial organization in Aurora, CO. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management and financial planning with strategies based on modern portfolio theory, alongside retirement plan consulting and participant education.

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.

Robert Klaess is a financial advisor with Clear Creek Advisors in Denver, CO, holding a Series 65 license and 10 years of industry experience. He previously worked at Paradigm Group from 2009 to 2017 before joining Clear Creek Advisors. Klaess is also a licensed insurance agent and spends a significant portion of his time on insurance-related activities. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing investment programs through model portfolios managed by third-party subadvisors.

Bradley Conover is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

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.