Sara Kohr is a CFP® professional at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

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.

Erik Morin is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively with Northwestern Mutual entities since 2016, including Northwestern Mutual Wealth Management Company. Kingstone Capital Partners Texas, LLC offers discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm combines bottom-up fundamental analysis with a top-down overlay and uses both direct equity holdings and ETFs, occasionally employing derivatives and quantitative risk controls as part of its investment approach.

David Baysinger is a CFP® professional with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, joining the firm in 2024 after working at WealthSource Partners, LLC and Frontier Wealth Management, LLC. Outside of his advisory role, he is an associate at Elsensohn & Associates P.C., a public accounting firm where he assists with bookkeeping, tax planning, and tax form preparation. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with a CPA firm providing standalone tax services.

Rodney Becker is a CFP® professional with 20 years of experience in financial advising. He is currently with ValueWealth Services, LLC and previously worked at Edward Jones, First Financial Equity Corporation, DMK Advisor Group, and Whipplewood Advisors. Outside of his advisory work, he is involved in a family business, Rosco P Coltrane, LLC. ValueWealth Services, LLC is an SEC-registered advisory firm managing over $300 million for approximately 420 clients. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside a multi-factor model to develop investment plans, offering services that include ongoing portfolio management, financial planning, and sub-advisory support.

Christopher Damen is a financial advisor at Cross State Financial Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2017, with prior experience at Crown Capital Securities, L.P. and Wilbanks Securities, Inc. In addition to his advisory role, Damen is also licensed as an insurance agent involved in life, accident, health, and variable annuities sales. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm employs a combination of fundamental analysis and tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Phil Jacobson is a financial advisor at Synergy Financial Partners, LLC in Denver, CO, holding the CFP® and ChFC® designations with 25 years of industry experience. He has worked at Synergy Financial Partners since 2019 and previously held positions at LPL Financial LLC and SII Investments Inc. Jacobson is also involved in fixed insurance sales as a part-time activity. Synergy Financial Partners serves individual and business clients with discretionary portfolio management and financial planning, emphasizing asset allocation through mutual funds, ETFs, and third-party model portfolios. The firm operates as a five-advisor team managing approximately $280 million and routinely directs custody and trading through LPL Financial.

David Croce is a financial advisor with Quartz Partners Investment Management holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at TIAA-CREF and Tiaa for two decades before joining Quartz Partners and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm uses a model-based investment approach combining top-down macro analysis and bottom-up stock selection, managing portfolios through separately managed accounts, model portfolios, and digital platforms.

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Amanda Arthur is a financial advisor at Heirloom Wealth Management LLC in Greenwood Village, CO, with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Heirloom Wealth Management since 2019, following prior roles at Creighton Retirement Partners and Kestra Financial Services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion in assets. The firm employs a goal-based planning process and discretionary investment management across various asset classes while offering complementary tax-related services through its affiliated Heirloom Tax Solutions.

Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 client relationships through a team of six advisors. The firm provides investment management, financial planning, and consulting services, focusing on retirement investing, income replacement, and financial independence.

Lowell Hansen is a CFP® professional with 19 years of experience in the financial industry. He has been with Schaefer Financial Management, Inc. since 2005. The firm provides comprehensive financial planning, investment management, and insurance-implementation services to individuals as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. Schaefer emphasizes long-term, asset-allocation strategies with a non-discretionary approach, focusing on tax-sensitive rebalancing and customized implementation options.

Patrick Rudy is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at JPL Wealth Management, LLC, where he has been since 2023. Prior to this, he held positions at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management serves individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages approximately $588 million in assets on a discretionary basis, using a diversified investment approach that incorporates ETFs, individual securities, mutual funds, independent managers, and alternative vehicles, with portfolios tailored to client risk profiles and monitored regularly.

Charles Hawes is a CFP® professional with 25 years of industry experience. He has worked at TIAA Institutional & Individual Services, LLC from 2000 to 2024 before joining Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm combines fundamental, modern portfolio theory, quantitative, and technical analysis in its investment approach and customizes strategies to each client’s goals and risk tolerance.

Brandon Bineau is a CFP® with eight years of industry experience, currently serving as an advisor at OWL Creek Wealth Partners. His prior roles include positions at Moneta Group Investment Advisors, CapFinancial Partners LLC (CAPTRUST), JP Morgan Chase Bank, and Charles Schwab. OWL Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a top-down, macroeconomic asset-allocation approach to create customized portfolios and employs AI and machine-learning tools to enhance reporting and workflow automation.

Donald Hafner is a financial advisor at Forty North Wealth in Glendale, Colorado, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Panoramic Investment Advisors from 2017 to 2026 and SII Investments from 2002 to 2017. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, providing discretionary investment management, financial planning, retirement plan advisory, and third-party manager selection. The firm tailors allocations based on client risk tolerance and objectives and uses third-party platforms for reporting and planning, while also maintaining a formal relationship for tax and accounting services.

Christopher Meyer is a financial advisor with Tandem Financial, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Innovest Portfolio Solutions and Meritor Capital, LLC before joining Tandem Financial. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management along with integrated financial planning. The firm employs diversified asset allocation and a range of investment strategies, including fundamental and technical analyses, and maintains a formal retirement-plan practice with ERISA advisory services.

Leslie Garske is a financial advisor at Traction Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms including AE Wealth Management and AXA Advisors. In addition to her advisory role, Garske owns and operates Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning services. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using primarily ETFs and coordinates comprehensive financial and estate planning through client interviews and collaboration with outside professionals.

Adam Miculka is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 65 license with three years of industry experience. He has been with Clear Creek Advisors since 2021. Prior to his advisory role, he worked at the University of Colorado Boulder from 2017 to 2021. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and uses third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients.