Scot Barringer is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held positions at American Trust Investment Services, Forethought Financial, WestPark Capital Inc, and Applied Wealth Management, among others. Barringer is also owner of TSP Watchdog and the Federal Employee Retirement Center, and serves on the finance committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven, bottoms-up investment process with tailored strategies spanning multiple asset classes and uses derivatives for hedging and income 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.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms including UBS Financial Services and J.P. Morgan Securities. She has been with Arrowroot since 2017, contributing to the firm’s team of 14 advisors. Arrowroot Family Office serves individuals, families, and various institutional clients by offering wealth management, financial planning, multi-family office services, retirement-plan advisory, and select tax and administrative support. The firm focuses on asset allocation and uses a range of analytical tools to build diversified portfolios primarily consisting of ETFs and mutual funds, while actively managing and rebalancing client investments.

Michael Sorrentino is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Darwin Wealth Management and also serves as Managing Partner of Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management is a registered investment adviser serving individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through both proprietary and third-party model portfolios, alongside a web-based advisory platform via Betterment for Advisors.

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.

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.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

Jeffrey Larkin is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding a Series 63 designation and 32 years of industry experience. He has worked at Financial Security Management since 1995 and previously spent 18 years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for the Green Mountain High School boys lacrosse team. Financial Security Management, Inc. provides investment management, financial planning, retirement plan advisory, and consulting 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 discretionary and non-discretionary portfolio management alongside tax preparation, bookkeeping, and insurance services.

Kelly Freeman is a financial advisor at Mattern Capital Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Creative Planning, Mariner Holdings, and Travelers Insurance. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm emphasizes tax-efficient, cost-effective asset allocations through both active and passive strategies and includes a range of third-party program relationships and family office services.

Liberty Streeter is a financial advisor at BAM Wealth Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining BAM, Liberty worked at Fidelity Investments and Ameriprise Financial, among other roles. 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 uses a combination of third-party model portfolios and boutique managers alongside in-house analysis to construct diversified, actively managed portfolios tailored to client needs.

Mark O'Connor is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at firms including Cetera, Cambridge Financial Advisors, Honor Bound Advisors, and Ehlert Financial Group. Outside of his advisory role, he serves as treasurer of the High Country Newfoundland Club, a dog club based in Morrison, CO. Hinds Financial Group serves individual and high-net-worth clients as well as trusts, estates, and small businesses, providing discretionary portfolio management, mutual fund and third-party manager selection, and ongoing financial planning. The firm employs a risk-based, long-term investment approach guided by investor profiles and written policies, with portfolio management supported by Envestnet model portfolios and third-party managers.

Misha Schryer is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Headway Financial Solutions and Guardian Life. Outside of advising, he serves as president of a local BNI chapter. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based approach to construct customized, primarily long-term portfolios utilizing a range of investment vehicles and maintains active third-party advisory and platform relationships.

Adam Williams is a financial advisor at Financial Security Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Financial Security Management, he worked for Colfax Cruisers for eight years. Outside of his advisory role, he is involved with Sip and Spoke, a bicycle and coffee shop in Denver, where he handles purchasing operations. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in client assets. The firm offers investment management, financial planning, and retirement plan consulting, using asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary portfolio services.

Ryan Cashman is a financial advisor with Mattern Capital Management, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he is involved in a small business that repurposes guitars into bookshelves. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporations, providing investment and wealth management, financial planning, and consulting services. The firm employs a tax-efficient, cost-effective approach using active and passive strategies across multiple asset classes, and offers services such as discretionary portfolio management along with family office and concierge offerings.

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.

Stanley Sprinkle Jr. is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding 27 years of industry experience. He has been with Sprinkle Financial Consultants LLC and its affiliated firm Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a board member, vice president, and treasurer of the Anaconda Condominium Association and as director and president of the Copper Springs Lodge homeowners association. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Randy Anderson is a CFP® professional with 23 years of industry experience. He is currently with Traction Financial Partners in Littleton, CO, and has previously worked at LPL Financial and Equitable Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a core-satellite investment approach that focuses on strategic ETF allocations combined with tactical satellite investments, and it provides educational workshops and coordinates estate-planning support through third-party platforms.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 credential and has worked with BAM Advisory Group and CreativeOne Wealth, LLC. Ross is also licensed as an insurance agent and engages in life insurance and annuity sales. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a combination of third-party model portfolios, boutique managers, and in-house analysis to deliver fee-based asset management and comprehensive financial planning.

John Anderson 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 worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.