Timothy Szymanski is a financial advisor with Forty North Wealth in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Panoramic Investment Advisors since 2022 and previously at Neidiger, Tucker, Bruner Inc. from 2015 to 2022. Outside of advising, he is the president and owner of Avalon Retirement Specialists and also tutors students in computer science and artificial intelligence. Forty North Wealth serves individuals, families, trusts, estates, retirement plans, and charitable foundations with discretionary investment management, financial planning, and consulting. The firm uses a tailored approach based on client risk tolerance and objectives, leveraging third-party platforms for reporting and planning, and offers access to alternative investments and sub-advisors as part of its strategies.

Michael O'Dwyer is a Series 65-licensed advisor at SyntheticFi LLC with one year of industry experience. Prior to joining SyntheticFi, he worked at Productiv Inc., Fivetran Inc., and Gelber Group LLC. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Christopher Younger is a financial advisor at Class VI Family Office, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple entities within the Class VI group since 2004. Younger is the CEO of Class VI Partners, LLC, a consulting business in which he devotes significant time, and he is also involved as a managing member in several investment and fund-related ventures affiliated with Class VI. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation, and integrates investment banking, exit-planning, and affiliated fund activities with its wealth management services.

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.

Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Anderson is involved with the Denver Broncos, assisting fans with mobile ticket access during home games. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and manages approximately $170 million in assets, including a distinctive pooled vehicle known as the Sterling Fund.

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.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

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.

George Smith IV is a Series 65-licensed advisor at Ridgegate Advisors, LLC with one year of industry experience and ten years at Ridgegate Financial. He is based in Englewood, Colorado. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolio decisions to client objectives, risk tolerance, and time horizon.

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.

Jonathan Glazier is a Series 65 licensed advisor with Lord and Richards Wealth Management, where he has worked for two years. He has prior experience at AE Wealth Management and has held educational roles at Beth Eden Baptist School and Colorado Christian University. Glazier is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and customized investment policy statements. The firm uses diverse analytical methods and manages portfolios that typically include equities, fixed income, and ETFs, operating under a seven-advisor team with approximately $104 million in discretionary assets.

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.

Colin Richards is a financial advisor at Lord and Richards Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management and Brookstone Capital Management. Richards is also involved in nonprofit leadership as president of the Foundation for Global Education and Financial Independence University, and he serves as a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management is a seven-advisor team that provides ongoing portfolio management and wealth services to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis within a discretionary investment approach, maintaining client assets primarily at Schwab Institutional.

Brett Frascati is a financial advisor with Claro Advisors Inc. in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Dash Investments. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes a fundamental, long-term investment approach, incorporates AI tools in research, and manages private pooled vehicles and specialized strategies for qualified investors.