Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and legal positions at several law offices. Xcelsior Advisor Partners LLC offers discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm develops individualized Investment Risk Profiles and employs a mix of in-house advice, licensed model portfolios, independent sub-advisors, and third-party platforms to manage client assets.

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

Ian Sallee is a financial advisor at Financial Security Management, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Financial Security Management, he worked in various roles including positions at APEX Recreation District and Home Depot. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm manages approximately $611.5 million in client assets and employs asset-allocation strategies informed by modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and participant education.

Matthew Medeiros is a financial advisor with The Institute in Denver, CO, holding a Series 63 designation and 27 years of industry experience. He has worked at RMIN Securities since 2005 and has been affiliated with the Institute for Wealth since 2003. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets, including private pooled vehicles.

Roxanne Dillon is a Series 65-licensed financial advisor with Financial Security Management, Inc. She has one year of industry experience and previously worked for the City and County of Denver and the YMCA of San Diego. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm employs asset-allocation strategies based on modern portfolio theory and offers a range of services including portfolio management, retirement plan consulting, participant education, and legacy management.

Tiffany Charles is a financial advisor at Traction Financial Partners with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Destiny Capital Corporation, Park Ave Securities, and Guardian. Charles serves on the board of the DSST Foundation in Denver and is a member of the board of directors for bQuest, where she provides consulting and sales support. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and provides comprehensive financial planning, retirement plan advisory, portfolio management, and coordinates estate-planning document creation using a third-party platform.

Richard Whipple Jr. is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked with WhippleWood Advisors since 2016. Prior to this, he was associated with Whipplewood CPAs for over four decades. Besides advising, he is a licensed insurance agent offering fixed and health insurance products. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a goals- and risk-based investment approach, integrating tax and estate consulting, and coordinates closely with its affiliated accounting practice.

Kelli Wallace is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 and has been with Financial Security Management since 2014. Outside of advising, she provides tax preparation services and participates in a medical clinical trial organization in Aurora, CO. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management and financial planning with strategies based on modern portfolio theory, alongside retirement plan consulting and participant education.

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Leslie Garske is a financial advisor at Traction Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms including AE Wealth Management and AXA Advisors. In addition to her advisory role, Garske owns and operates Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning services. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using primarily ETFs and coordinates comprehensive financial and estate planning through client interviews and collaboration with outside professionals.

Ryan Mc Namee is a Series 65-licensed advisor at Traction Financial Partners with two years of industry experience. He has previously worked at Connor Group CX, RSM, LLP, Grant Thornton, LLP, and Miller Consulting Group. Outside of advisory work, he is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a core-satellite investment approach and focuses on client education and retirement plan participant workshops, using tools such as the Snug platform for estate planning coordination.

Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory 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 both discretionary and non-discretionary portfolio management along with a range of ancillary services.

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.

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.

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.

Mona Feeley is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at WhippleWood Advisors since 2016. Prior to her advisory role, she was a partner at WhippleWood CPAs, her primary occupation, from 1999 to 2025. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm integrates tax and estate consulting with portfolio management, using a goals- and risk-based approach supported by an internal investment policy committee and proprietary frameworks for larger clients.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Capital Peak, LLC, Worth Street, LLC, Moreton Capital Markets, and Capital Markets Consulting. He serves on the Board of Directors and as Committee Chair for the Risk Management Association - Rocky Mountain Chapter and is a member of the Investment Advisory Committee for the City and County of Denver, as well as Committee Chair for the University of Colorado Business Economic Outlook Forum and Financial Activities Committee. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations, employing a goals- and risk-based approach with core/satellite portfolio construction. The firm integrates tax and estate consulting with portfolio management and maintains close coordination with an affiliated accounting practice.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.