James Owsley III is a financial advisor at Schaefer Financial Management, Inc. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Schaefer Financial Management, he worked at The Anschutz Corporation and Deloitte Tax LLP. Schaefer Financial Management provides financial planning and investment management to individuals, trusts, and retirement-plan participants, managing approximately $1.115 billion in client assets. The firm employs a long-term, allocation-driven strategy with an emphasis on tax-sensitive implementation and operates on a fee-only basis without exercising portfolio discretion.

Quinn Marquez is a CFP® professional with three years of experience at A & I Wealth Management. Prior to joining the firm, Quinn worked in education at The University of Denver and San Ramon Valley High School. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm employs multiple model portfolios, combines in-house portfolio management with third-party managers, and uses a variety of analytical methods including technical and fundamental analysis.

Brett Bills is a financial advisor at Nilsine Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Nilsine Partners serves individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also advises private investment vehicles and operates a platform offering feeder and master fund opportunities to qualified investors.

Karine Beard is a CFP® with 44 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at WFG Investments Inc and Private Client Services. Clarus Wealth Advisors provides fee-based investment management and financial planning primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm offers a range of portfolios using a Modern Portfolio Theory framework combined with active overlays and conducts regular quarterly reviews.

Wendy Dudley is a CFP® and ChFC® affiliated with SmartPath Advisors in Littleton, CO, with one year of industry experience. Prior to joining SmartPath Advisors, she worked at Wealthcare Coaching, Falcon Wealth Planning, L2 Brands, and Wells Fargo in various roles. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investing approach using diversification and low-cost index funds and does not manage client assets or charge fees based on assets under management.

Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach with a fundamental, value-oriented investment process, and manages the Sterling Fund, a pooled vehicle focused on long-term, conservative value discipline.

Ronald Cavill is a CFP® professional with 55 years of experience in the financial industry. He is currently with Marshall Investment Management, LLC and has been there since 2016, alongside concurrent work with LPL Financial and his own firm, Cavill & Company, which he has operated since 1975. Outside of investment advisory, he serves as a board member of Turning Point, a nonprofit supporting women during pregnancy. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, tailoring portfolios across a broad range of asset classes to client objectives and risk tolerance.

Karl Frank is a CFP® with 22 years of industry experience, currently serving at A & I Wealth Management. He has been affiliated with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2005. In addition to his advisory role, he is an author and holds ownership and membership positions in various business entities. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with sub-adviser recommendations, employing multiple model portfolios and a range of analytical methods.

Aaron Seeman is a financial advisor at Nilsine Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sales of fixed and traditional insurance products. Nilsine Partners advises individuals—including high-net-worth clients—trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm manages model portfolios using a combination of internal allocations and external platforms, and it serves as an investment adviser to feeder and master funds, providing services to institutional investors and family offices.

Louis Harris is a CFP® with 14 years of industry experience, currently serving as a financial advisor at G&S Capital LLC since 2019. His prior experience includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm integrates fundamental and technical analysis with a distinctive use of options and other derivative strategies in client portfolios.

Christopher Kozak is a financial advisor at Kozak & Tripp Private Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC and Igc, LLC. Kozak & Tripp Private Asset Management provides investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm employs an active portfolio management approach using Modern Portfolio Theory metrics, fundamental and technical analysis, and integrates planning coordination with clients’ other advisors.

Matthew Daugherty is a financial advisor with Colorado Financial Service Corporation in Centennial, CO. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2016, he worked at MDD Enterprises LLC. He is a managing partner at Skunk Works LLC, a consulting business focused on plant-based products. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases.

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

Ryan Mckown is a Series 66-licensed financial advisor with two years of industry experience, currently with EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Fidelity Investments and Tributary Real Estate. 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, utilizing a combination of fundamental and technical analysis along with strategic asset allocation.

Isreal Lane is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation with one year of industry experience. His work history includes positions at LPL Financial LLC, Cambridge Investment Research Advisors, and U.S. Bank. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined process involving customized portfolios, annual rebalancing, and a proprietary investment scoring system, managing over half a billion in assets across approximately a thousand client relationships.

Connor Crockett is a financial advisor at Kozak & Tripp Private Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Kozak & Tripp, his work history includes roles outside the financial sector and ongoing student status since 2014. Kozak & Tripp Private Asset Management offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm emphasizes active portfolio management using Modern Portfolio Theory metrics and integrates planning coordination with clients’ other advisors.

Adam Woodworth is a financial advisor at Colorado Financial Service Corporation with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF Individual and Institutional Services and Fidelity Brokerage Services. Outside of his advisory role, Woodworth is a property owner in Denver. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and legal entities by providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using a range of investment products and operates as both an investment adviser and broker-dealer, also providing insurance services.

Trevor Jackson is a financial advisor with Future Capital Management Inc. in Castle Rock, CO. He holds a Series 65 designation and has 1 year of industry experience. In addition to his advisory role, he is involved in insurance sales through TL Jackson, LLC, where he sells life and annuity insurance. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, along with proprietary model portfolios, financial planning, and qualified retirement plan consulting, supported by an internal Investment Committee that uses active, tactical asset allocation strategies.

Elizabeth Wilder is a Series 66-licensed financial advisor at Heirloom Wealth Management LLC with two years of industry experience. Her prior roles include positions at UBS Financial Services, Jeffco Public Schools, and WealthPLAN Partners. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1.1 billion across a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, using a goal-based planning process and strategic portfolio allocations.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.