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 at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Mahone Tarrall is a financial advisor at Varra Financial with Series 63 and Series 65 licenses and 42 years of industry experience. His prior experience includes roles at Western Wealth Management LLC and LPL Financial, where he has been associated since 1994. Varra Financial serves individual and high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring portfolios to client goals and risk tolerances, with a predominantly non-discretionary asset base.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

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.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

John Strunc is a CFP® with five years of industry experience, currently serving as an advisor at Mountain Capital Investment Advisors Inc. He has worked with several firms including Cetera Advisors Network and MBA Wealth Management, Inc. Outside of his financial advisory career, he has been involved in baseball organizations such as Slammers Baseball South and Lightning Baseball since 2021. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth through diversified mutual funds and ETFs, using both fundamental and technical analysis.

Stephanie Mcelheny is a Certified Financial Planner® with 14 years of industry experience. She is currently with Aspen Wealth Strategies, LLC and has previously worked at Raymond James Financial Services and Hefren Tillotson, Inc. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by managing roughly $312 million across diverse client relationships. The firm employs a long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and incorporates derivatives and options in client accounts for hedging and speculative purposes.

Jason Saul is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 designation and has been with the firm since 2024. He has over two decades of experience as an airline pilot for Frontier Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Scot Barringer is a financial advisor at Chicago Capital Management Advisors, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital Inc, and Applied Wealth Management. He is the owner of the Federal Employee Retirement Center and serves on the Finance Committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning services using a bottoms-up fundamental screening process and integrates third-party managers and various investment strategies.

Jenny Ly is a financial advisor at Clean Yield Asset Management in Denver, CO, holding a Series 65 designation. She has been with Clean Yield since 2023 and previously worked at Sandhill Investment Management from 2019 to 2023. Before her finance career, she was involved with Cara Mia Pet Resort and the University at Buffalo. Clean Yield Asset Management manages discretionary investment portfolios for individuals, trusts, foundations, and institutions using a team-based investment process with a fiduciary standard. The firm emphasizes socially responsible investing through integrated financial analysis and environmental and social screens, managing approximately $571 million in client assets.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Michael Sorrentino is a CFA® charterholder with 15 years of industry experience. He is currently with Darwin Wealth Management and also holds a managing partner position at Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party money managers, and automated advice platforms, managing approximately $617 million in client assets across a diverse range of asset types.

Timothy Taggart is a financial advisor with Investment Research Corp in Denver, CO. He holds a Series 63 designation and has 40 years of industry experience. He has been associated with multiple firms including AGF Holdings and American Growth Financial Services since 2004. Outside of his advisory work, Taggart serves as a FINRA arbitrator and owns a carpentry business. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a range of investment strategies across various asset classes.

Shaun Williams is a CFP® and CFA® with 10 years of industry experience. He is currently with Paragon Capital Management and has previously worked at Janus Management Holdings Corp and Janus Distributors LLC. Outside of his advisory role, he is a signatory on the operating and reserve accounts of the Timbergreen Townhouse Homeowners Association. Paragon Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm utilizes a blend of strategic and tactical asset allocation supported by a proprietary quantitative optimization model.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Matthew Danaher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Varra Financial, a team-based firm, and has previously worked at Charles Schwab, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo. Varra Financial serves individual and high-net-worth clients, as well as charitable organizations and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances, while primarily managing assets on a non-discretionary basis.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.