John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Ryan Green is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Sky Ridge Wealth Management LLC since 2016. He holds Series 63 and Series 65 licenses. Sky Ridge Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as small businesses, using a combination of discretionary and nondiscretionary approaches. The firm integrates technical and cyclical analysis with various investment strategies, including options and derivative techniques, and manages portfolios with regular reviews and formal investment guidelines.

Michael Pistilli is a CFP® professional with seven years of industry experience. He is currently with Forecast Capital Management and has prior experience at Great Point Capital, Charles Schwab Bank SSB, and Charles Schwab & Co., Inc. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios using ETFs, options, mutual funds, and individual equities tailored through a proprietary Risk Assessment Questionnaire.

Oliver Hickel III is a financial advisor at Castle Pines Investment Management LLC with 26 years of industry experience. He has been with the firm since 1999 and holds Series 63 and Series 65 designations. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, related trusts, retirement plans, and foundations. The firm manages a limited number of client relationships using a written Investment Policy Statement and combines macroeconomic analysis with equity, bond, and technical research to guide investment decisions.

John Riddle is a CFA® charterholder with 11 years of industry experience. He is currently with Brand Asset Management Group, Inc., and previously worked at Jackson Creek Investment Advisors LLC, 361 Capital LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. He is also active at Jackson Creek Investment Advisors LLC in an investment-related role. Brand Asset Management Group provides discretionary investment advisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a multi-asset, multi-style approach to portfolio construction and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support.

Joshua Bustos is a financial advisor at Future Capital Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Heritage Builders Electric, Inc., KTK General Contracting, and McCarthy Building Companies. He is also registered as an insurance agent for Five Rings Financial, where he sells life insurance and indexed annuities. Future Capital Management provides fee-based advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm employs an active, tactical asset allocation approach, offers both customized and proprietary model portfolios, and operates its own wrap fee program alongside a registered insurance agency.

Karley Fidani is a financial advisor at Fidelis Wealth Advisors and holds a Series 65 designation. She has two years of industry experience and has been with Fidelis Wealth Advisors since 2022. Prior to her current role, she worked at Club Pilates for one year. Fidelis Wealth Advisors is a five-person team managing approximately $210 million in client assets. The firm serves individuals, pension and profit-sharing plans, retirement plans, trusts, estates, charitable organizations, and corporations, using an asset-allocation driven investment approach that incorporates modern portfolio theory, fundamental and quantitative analysis, and technical inputs.

Jon Lontai is a financial advisor at Arcus Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he coaches junior mountain bike riders for the Avout Racing Team. Arcus Capital Partners provides investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in assets and utilizes both discretionary and non-discretionary approaches, including allocations to a broad range of investment vehicles and strategies.

Maureen Mackowski is an investment advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 credentials and over 46 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp and C2C Wealth Management, LLC. She is also a board member of LS BioPath, a company developing medical devices for breast cancer surgery. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach that incorporates stocks, bonds, ETFs, and alternative investments tailored to clients’ risk profiles.

Karine Beard is a CFP® with 44 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at WFG Investments Inc and Private Client Services. Clarus Wealth Advisors provides fee-based investment management and financial planning primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm offers a range of portfolios using a Modern Portfolio Theory framework combined with active overlays and conducts regular quarterly reviews.

Trevor Jackson is a financial advisor with Future Capital Management Inc. in Castle Rock, CO. He holds a Series 65 designation and has 1 year of industry experience. In addition to his advisory role, he is involved in insurance sales through TL Jackson, LLC, where he sells life and annuity insurance. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, along with proprietary model portfolios, financial planning, and qualified retirement plan consulting, supported by an internal Investment Committee that uses active, tactical asset allocation strategies.

Mark Jaeger is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, BRC Investment Management, LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. In addition to his advisory work, Jaeger holds an active CPA license, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Katherine Fortna is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Private Client Services, Crown Capital Securities LP, and Michaels of Denver. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a range of model portfolios based on Modern Portfolio Theory, combined with active management techniques, and conducts regular portfolio reviews by its investment team.

Donald Moenning is a financial advisor with Clarus Wealth Advisors, LLC in Castle Rock, CO, holding a Series 65 designation and eight years of industry experience. His prior experience includes three years at Sowell Management Services before joining Clarus in 2018. He is also involved with Granite Capital Advisors, LLC, where he manages investment accounts and conducts client meetings on a limited basis. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework with active portfolio management overlays and excludes certain asset types, conducting regular reviews and offering advice on various legacy positions.

Craig Brooks is a financial advisor at Future Capital Management Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance. Brooks serves on the finance board of Mission Hills Church, where he reviews financial reports. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension plans, trusts, and other entities. The firm offers discretionary, fee-based investment management through a wrap-fee program, proprietary model portfolios, financial planning, and insurance and tax-preparation services, employing an active, tactical asset allocation approach overseen by an internal Investment Committee.

Shane Callahan is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Future Capital Management Inc., where he has worked since 2024. Prior to this, he was with Sigma Planning Corporation for five years and has held positions at Parsonex Advisory Services, Inc. and Equitable Advisors. Outside of his advisory work, he serves as managing member of Endurance Wealth Planning LLC, focusing on insurance production activities. Future Capital Management provides fee-based advisory services to individual investors, retirement plans, trusts, estates, corporations, and other advisers. The firm employs an active, tactical asset allocation strategy using proprietary model portfolios and discretionary management, delivering services through a wrap fee program and offering additional solutions including insurance products and third-party managers.

Justin Kohnke is a financial advisor at Future Capital Management Inc. in Castle Rock, CO, with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-owner of Countertop Concepts Co., a business specializing in the sales and installation of high-end stone countertops, and Driven Media LLC, which provides website design and maintenance services. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team that serves individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, utilizing active, tactical asset allocation guided by an internal Investment Committee.

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.

Gregory Jackson is a financial advisor with Western Wealth Management LLC in Castle Rock, CO, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Western Wealth Management since 2015 and has been affiliated with LPL Financial since 2005. Jackson also operates a financial management business under the name Jackson Financial Management. Western Wealth Management LLC serves a wide range of clients, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing model portfolios and a variety of investment strategies across multiple asset types.

Kevin Davis is a CFP® with 19 years of industry experience and has been with Archer Investment Corporation since 2019. Prior to joining Archer, he worked at H.D. Vest Advisory Services for 12 years. He is also the owner and sole proprietor of Davis & Larson PC, a tax preparation and accounting firm. Archer Investment Corporation provides investment management primarily to individual clients, offering a range of services from comprehensive financial planning to limited-scope model portfolios. The firm serves both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds.