Benjamin Michalski is a financial advisor at Paragon Capital Management in Denver, CO, holding Series 65 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Merit Financial Group, LPL Financial, Tedstrom Wealth Advisors, Transamerica Capital, and Edward Jones. He also provides fixed insurance advice as part of his professional activities. Paragon Capital Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation and long-term holdings with tactical adjustments using a proprietary quantitative model, focusing on equities, corporate debt, mutual funds, and ETFs, serving primarily larger, multi-generational separately managed accounts.

Elisabeth Podhaskie is a financial advisor with HTG Investment Advisors Inc in Denver, CO, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Harrison Gray Search, AutoDesk, Inspirato, and Alliance Bernstein. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, emphasizing strategic asset allocation, diversification, and the use of advanced planning tools. The firm serves a high-net-worth clientele through a multi-advisor team, implementing portfolios primarily with passive, quantitative, and active funds.

Andrew Feldman is a financial advisor at Legacy Wealth Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, LLC and DMK Advisor Group, Inc. Feldman is also a licensed insurance agent involved in fixed insurance products. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services using proprietary models and third-party sub-advisers.

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.

Cory Robinson is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Advisor Networks, Summit Financial Group, J P Turner & Company Capital Management, Equitable Advisors, and Edward Jones. Robinson also serves as an insurance agent through Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individual investors, families, small businesses, and institutional entities. The firm employs a multi-faceted investment approach incorporating fundamental, cyclical, and technical analysis, with access to model-based programs and third-party asset managers.

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.

Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Amanda Depriest is a Certified Financial Planner® with eight years of industry experience. She is currently with Mattern Capital Management, LLC, where she has worked since 2025. Her prior experience includes positions at Robert W. Baird & Co. Incorporated, Wells Fargo Clearing, Aerotek, and Charles Schwab & Co., Inc. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services with a focus on tax-efficient, cost-effective asset allocations using both active and passive strategies.

Ryan Mc Namee is a Series 65-licensed advisor at Traction Financial Partners with two years of industry experience. He has previously worked at Connor Group CX, RSM, LLP, Grant Thornton, LLP, and Miller Consulting Group. Outside of advisory work, he is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a core-satellite investment approach and focuses on client education and retirement plan participant workshops, using tools such as the Snug platform for estate planning coordination.

Jessica Pariser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Galvin, Gaustad & Stein, LLC since 2018. Prior to joining GGS, she worked at The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein is a registered investment adviser providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary services.

Larry Jones is a financial advisor at OneAscent Family Offices with Series 65 credentials and two years of industry experience. He has served as a consultant on legal matters and business strategy for Pushplay Holdings, Limited, a company specializing in donation and live streaming software, since 2010. Prior to joining OneAscent, he worked at Corepoint Health. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, utilizing individualized asset allocation and multiple affiliated entities to support client needs.

Amy Betts is a financial advisor with Beam Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Securities America, Inc., and has been with Beam Wealth Advisors and its affiliated Benedetti, Gucer & Associates since 2013. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a multi-adviser platform with a focus on asset allocation, diversification, and portfolio theory, managing over $1.3 billion in client assets.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at several firms, including Merrill, Bank of America, FinTrust Capital Advisors, and Wealth Enhancement Group, and joined Fiduciary Financial Group, LLC in 2026. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical research to implement diversified portfolios using ETFs, mutual funds, stocks, closed-end funds, and options, while integrating ongoing planning and tax advisory services.

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

John Carpenter is a financial advisor with Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, MG Stover and Co., BNP Paribas, and Janus Distributors LLC. Cedar Cove Wealth Partners manages approximately $455 million across over 2,000 discretionary accounts, serving individual clients, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a blend of active and passive investment strategies, including model portfolios and third-party platforms, and offers estate-planning coordination through EncorEstate Plans.

Keith Nicholson is a CFP® professional with eight years of experience in the financial services industry. He is the sole advisor at Hinds Financial Group Inc and has prior experience with firms including Cetera and Collier Financial. Keith is also licensed to sell fixed insurance products such as life, annuities, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions like trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning tailored through an Investor Profile and a written Statement of Investment Policy, managing portfolios primarily on a long-term, asset-allocation basis using risk-based models and third-party managers.

Sanchi Ranyal is a CFP® with three years of industry experience, currently serving as a financial advisor at Fruitful Advisory, LLC in Denver, CO. Prior to joining Fruitful, Sanchi worked at Accretive Wealth Management from 2020 to 2025. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active membership with Fruitful, Inc. The firm focuses on personalized financial planning through a client-specific “Money Map” and emphasizes passive, low-cost investment strategies primarily involving exchange-traded funds and index funds.

Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management along with a range of ancillary services.

Jamal Schlensog is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BAM Wealth Management, he worked at Fidelity Investments. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm offers fee-based discretionary asset management and comprehensive financial planning, utilizing a combination of third-party model portfolios, boutique managers, and in-house suitability analysis.