Drew Hayworth is a CFA® charterholder with 31 years of industry experience. He is currently with Townsend in Westminster, CO, where he has worked for four years. His prior roles include positions at Highgate Securities Investments and Gallacher Capital Management. He also serves as a Senior Investment Analyst for Townsend & Associates, focusing on security selection, portfolio construction, and trading. Townsend is an SEC-registered advisory firm with 18 advisors managing approximately $1.52 billion for around 1,500 clients. The firm provides tailored financial planning, asset management, and retirement plan services using a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles.

Shawn Kelly is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 25 years of industry experience. He has worked with Townsend Retirement Specialists since 2008 and has experience at Securities America, Inc. and OSAIC. Outside of his advisory role, he is a general partner in a family-owned limited partnership that owns a lake house. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion across about 1,500 clients, offering tailored financial planning, discretionary and non-discretionary asset management, and retirement plan consultation. Their investment process employs a combination of macro and fundamental analysis, with strategies including dividend growth, capital appreciation, covered-call writing, and tactical cash positioning.

Julia Wentworth is a financial advisor at BSW Wealth Partners with eight years of industry experience. She holds a Series 65 designation. Her prior positions include roles at Sequoia Financial Group, Colorado Capital Management, Hinman Financial, and Wash Park Capital. BSW Wealth Partners serves a national client base comprising individual and institutional investors, including multi-generational families, business owners, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation process and offers services that include comprehensive financial planning, portfolio management, and a specialized Visionary Impact Investing program aligned with client values.

John Goltermann is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Townsend, where he has worked for four years. His prior experience includes roles at Obermeyer Wood Investment Counsel and Highgate Securities Investments LLC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a mix of top-down macro and bottom-up fundamental analysis, offering customized financial planning and asset management services.

Conner Murray is a financial advisor at Mountain Capital Investment Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2021. His prior experience includes roles at JPM Institutional Investments Inc and JPM Investment Management from 2018 to 2021, as well as Jackson National Life Distributors LLC from 2016 to 2018. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth using low-cost, diversified funds, individual securities, and ongoing portfolio monitoring.

Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.

Brian Quint is a CFP® and Series 65-registered advisor with Mountain Capital Investment Advisors Inc, where he has worked since 2020. He has five years of industry experience and previously worked at Ace Hotel for seven years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Steven Carlisle is a CFP® professional with 11 years of experience in financial advising. He is currently with Townsend and has previously worked at Private Client Services, OSAIC, Townsend & Associates, Inc., and Securities America Inc. Carlisle serves as a co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and variable annuity services, utilizing a combination of top-down macro and bottom-up fundamental analysis tailored to individual client needs.

Savannah Chacon is a CFP® and ChFC® affiliated with Mountain Capital Investment Advisors Inc, with nine years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Mutual of Omaha Investor Services, Inc. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term investment strategies using low-cost, diversified mutual funds and ETFs, combining fundamental and technical analysis with ongoing portfolio monitoring.

Greg Graham is a CFP® and ChFC® with 26 years of industry experience. He currently works at Townsend in Westminster, CO, where he has been since 2026. Prior to Townsend, he spent 15 years at Tiaa and TIAA-CREF. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm employs a team of 18 advisors managing approximately $1.52 billion, offering tailored financial planning and asset management using a combination of top-down macro and bottom-up fundamental analysis.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Craig Wear is a CFP® with 23 years of industry experience, currently serving at Q3 Advisors, LLC. His prior work includes roles at Reditus LLC, Eagle Mountain Advisors LLC, and founding his own advisory firms, Craig Wear Financial Group LLC and Craig G. Wear CFP Inc. Outside of advisory work, he manages a rental property business. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed, pre-determined fees and does not manage investment portfolios or recommend specific securities.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.

Toni Noto is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Noto worked at Raymond James & Associates from 2013 to 2021. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm builds Financial Profiles and Investment Plans with clients and employs a range of investment vehicles and strategies, including mutual funds, ETFs, stocks, fixed income, and ESG analysis.

Christopher Kolker is a CFP® with 26 years of industry experience and is currently a financial advisor at Triumph Capital Management. He previously worked at Bay Colony Advisors for nine years. He also serves as a Colorado State Senator, a role unrelated to his advisory work. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm utilizes a blend of fundamental, cyclical, and technical analysis across various asset classes and provides model-based programs alongside access to third-party asset managers.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Her background includes roles outside finance, such as positions at the Inn at Pleasant Lake and the University of Vermont. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs diversified portfolios that blend passive and active strategies and manages a substantial portion of assets through its wrap fee program.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Scott Ranby is a CFP® with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at Kuhn Advisors, Inc. for 11 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm focuses on customized, long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on discretionary account management and tax-aware trading.