Greg Segal is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he assists family members with managing an irrevocable life insurance trust. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management using diversified strategies that include low-cost mutual funds, ETFs, and other investments, employing various analytical methods and risk management tools.

Kelly Elsensohn is a CFP® professional with 12 years of industry experience, currently serving at Crusonia Wealth Advisors LLC since 2024. Prior to this, she worked at WealthSource Partners, LLC and Frontier Wealth Management, LLC. She is also the owner and CPA of Elsensohn & Associates, P.C., a public accounting firm specializing in bookkeeping, tax planning, and tax preparation. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities with wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process utilizing equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, supported by quantitative, fundamental, technical, and cyclical analysis.

Kristin Schoenfelder is a CFP® with 15 years of industry experience. She is a Vice President and 15% owner of Marshall Investment Management, LLC and has worked there since 2015, concurrently maintaining a role at LPL Financial. Schoenfelder also serves as a notary public for the state of Colorado. 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, along with financial planning, consulting, and retirement plan advisory services.

Kirsten Hollander is a CFP® professional at Schaefer Financial Management, Inc. with 23 years of industry experience. She has been with Schaefer Financial Management since 2007. Outside of her advisory role, she serves as the bookkeeper for her spouse’s construction management company. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, asset-allocation investment strategies, operating primarily on a non-discretionary basis with customized, tax-sensitive portfolio management.

Ryan Jercinovic is a CFP® with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2026. He spent 13 years at Schwab Wealth Advisory Inc and 19 years at Charles Schwab. Outside of his advisory role, he is actively involved in managing rental properties owned through Jercinovic Holdings LLC. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach with passive cores and active tactical overlays. The firm emphasizes customized written Investment Policy Statements and offers both discretionary and non-discretionary management, with a client base characterized by relatively large average account sizes.

William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

Richard Stark is a CFA® charterholder with 26 years of industry experience. He joined Compass Capital Management Inc in 2025 after a 41-year tenure at Boulder Asset Management. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm employs fundamental research and valuation disciplines, focusing on mid-to-large-cap growth equities and a laddered intermediate-term fixed income strategy.

Alexandra Boyles is a financial advisor with Alpha Capital Family Office, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Citigroup and JPMorgan Securities LLC, as well as a one-year tenure with the Dallas Cowboys Football Club. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, providing investment management alongside comprehensive family office and wealth advisory services. The firm emphasizes discretionary portfolio management with regular reviews, employs third-party sub-advisers when appropriate, and offers coordinated estate, tax, and cash-flow planning support.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Jeffrey Schaefer is a CFP® professional with 27 years of industry experience, currently serving at Schaefer Financial Management, Inc., where he has worked since 2001. He holds the Series 63 license and is based in Englewood, Colorado. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation strategies with an emphasis on tax-sensitive rebalancing and operates primarily on a non-discretionary basis, requiring client approval before executing trades.

Henry Schaefer is a CFP® and Series 65-registered financial advisor with four years of industry experience. He has worked at Schaefer Financial Management, Inc. since 2021 and previously was employed at the University of Colorado for five years. Schaefer Financial Management, Inc. provides financial planning and investment management services to individuals, trusts, and retirement-plan participants, managing approximately $1.1 billion in client assets. The firm uses a long-term, allocation-driven approach based on modern portfolio theory and offers predominantly non-discretionary portfolio management tailored to client preferences.

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Chad Christensen is a financial advisor at Semper Augustus Investments Group LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Semper Augustus since 1998. Semper Augustus provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, endowments, and other business entities. The firm employs a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with a long-term orientation and uses derivatives, short sales, and leverage for certain accounts.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

Luke Terwilliger La Flam is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC in Greenwood Village, Colorado, where he has worked since 2025. He has one year of experience in the financial industry. Prior to joining Heirloom, he held positions with Slammers Baseball and the Cherry Creek School District. Heirloom Wealth Management advises individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach with discretionary portfolio management across various asset classes and integrates tax advisory services through its affiliated entity, Heirloom Tax Solutions.

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.

Thomas Brown is a financial advisor at Tandem Financial, LLC with a Series 65 credential and one year of industry experience. His previous work includes roles outside of finance, such as positions at the YMCA of the Rockies and Go Kickball. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs diversified asset allocation strategies and offers a formal retirement-plan practice with both advisory and discretionary services.

Robert Straus is a financial advisor at Focused Alpha, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Schwab Wealth Advisory, Inc. and Icon Advisers, Inc. Outside of his advisory work, he is the founder and CEO of Polar Lights Publishing, LLC, where he is involved as a writer and speaker. Focused Alpha, LLC is an SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities through a rules-based, behaviorally informed investment process emphasizing tail-risk management and emotion-free decision making.

Brian Givin is a financial advisor with Marshall Investment Management, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Fidelity Investments Institutional Services Company from 2000 to 2017 and has been with Marshall Investment Management and LPL Financial since 2019. Outside of advising, he has participated in the Amazon Flex delivery service. Marshall Investment Management serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates, offering discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform. The firm emphasizes asset allocation tailored to client objectives and manages all client accounts through its proprietary AMP Wrap Program.