Kevin Hocker is an advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Sound Income Strategies LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. Outside of his advisory role, Hocker is CEO and owner of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, offering financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and model portfolios, employing AI-based tools and providing both project-based planning and ongoing asset-management services.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital since 2015, with prior roles at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Outside of his advisory role, Schowe is also an insurance agent with Triumph Capital, LLC, providing fixed insurance products aligned with client financial plans. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and institutions. The firm employs a multi-strategy investment approach that includes fundamental, cyclical, and technical analysis, using a range of asset classes and model portfolios tailored to various client objectives.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Chanda Sloat is a CFP® and holds a Series 66 license with two years of industry experience. She is currently an advisor at Varra Wealth Management LLC, where she has worked since 2024. Prior to this role, she attended the University of Colorado’s Leeds School of Business and has experience with Varra Financial and LPL Financial. Varra Wealth Management LLC is a team advisory firm managing approximately $237.5 million for about 425 clients, including individuals, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and financial planning, employing modern portfolio theory with a long-term trading approach.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.

Michael Percy is a financial advisor with Public Advisors LLC in Denver, CO, holding a Series 66 designation and one year of industry experience. Before joining Public Advisors, he worked at Fidelity Investments and has experience in self-employment and product sales. Outside of advising, he pursues music as an artist and is involved in product research and marketing for Amazon FBA. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online advisory platform. The firm offers automated, discretionary portfolio management using software-driven processes, including AI-constructed custom indexes and automated tax-loss harvesting.

Declan Lane is a financial advisor at Capital Investment Counsel, LLC in Denver, CO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and government entities. The firm offers comprehensive financial planning and discretionary investment management using a blend of fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory.

Allisyn Lambert is a financial advisor at TRG Investment Advisors, LLC with 10 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. and IMA Advisory Services, Inc. Outside of finance, she serves as Treasurer with the Algiers Fire District #1 Prudential Committee in Vermont. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, 529 account management, and retirement plan consulting. The firm operates as a fiduciary, delivering individualized portfolio advice through various asset allocation strategies and manages both discretionary and non-discretionary accounts.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining EdgeRock Wealth Management in 2023, he worked at Morgan Stanley for two years and Charles Schwab for eight years. Outside of his advisory role, Adler serves as a consultant and industry expert for Guidepoint/Alphasights. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm creates individualized investment strategies using a combination of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches, typically implementing these on a discretionary basis.

Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Cigna, Emist, and Morningstar Partners, L.P., as well as academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and private investment introductions. The firm uses multiple investment strategies tailored to client risk profiles and operates alongside an affiliated adviser managing private pooled investment vehicles.

Cynthia Hinds is a financial advisor with Hinds Financial Group Inc. in Lakewood, CO, holding a Series 63 designation and over 43 years of industry experience. She has worked with Cetera and Cetera Wealth Services, LLC, and has been leading Hinds Financial Group since 2004. Outside of advisory work, she is licensed as an insurance agent offering life, health, disability, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions, providing discretionary portfolio management, mutual fund selection, and financial planning services. The firm employs risk-based, long-term asset allocation strategies, uses third-party managers, and actively monitors and rebalances portfolios to align with client needs.

Logan Smith is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Horizon Wealth in Denver, CO. His prior roles include positions at Emerson Equity LLC, Root Financial Partners, Crux Wealth Advisors, Raymond James Financial Services, and Charles Schwab. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for roughly 163 client relationships across six advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, utilizing diversified asset allocation with an emphasis on tax-aware planning and coordination with clients’ other advisors.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Samuel Stacey is a financial advisor at Nilsine Partners, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Pepsico and Becoming Your Best Global Leadership. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, actively overseeing model portfolios through a combination of internal management and selected external managers.

Sydney Levy is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at UBS and currently serves at Invictus Private Wealth, LLC, a Denver-based firm where she is part of a two-advisor team. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, along with retirement plan consulting for employers. The firm applies an individualized, discretionary approach to portfolio management that uses a combination of fundamental, technical, quantitative, sector, and qualitative analyses, incorporating a range of securities and strategies, including options and derivatives.

Travis Tom is a financial advisor at Endeavor Private Wealth, Inc. with 16 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory role, he serves as a commission member on the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and offers a range of wealth management, financial planning, and fiduciary services.

Devin Pope is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Nilsine Partners, LLC since 2023. He previously worked at Albion Financial Group for 17 years. Outside of advising, he manages R&N Ventures, LLC, which owns vending machines. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm offers a private investments platform and actively manages model portfolios through both internal allocations and selected external managers.

Teresa Friess is a financial advisor at Nilsine Partners, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch during her career. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, utilizing model portfolios that combine internal allocations and selected external managers.

Darrin Brown is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also owns and operates Solid Money Solutions, an insurance agency specializing in life, long-term care, disability, and Medicare insurance contracts. Elevated Capital Advisors serves a diverse client base including individuals, trusts, retirement plans, and corporations, providing investment management and financial planning through independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both strategic and tactical asset allocation alongside various portfolio management and consulting services.