Beulah Messick is a financial advisor with A2Resources LLC, holding a Series 65 designation and two years of industry experience. She has worked for the State of Colorado since 2004, currently serving as Controller with responsibilities including financial reporting, budget administration, and audit response. A2Resources LLC provides financial planning and consulting services to individuals and employer groups, offering comprehensive planning that includes investment, retirement, tax, education, estate, charitable, and risk management components. The firm does not manage client accounts or recommend individual securities, focusing instead on creating individualized financial plans and accepting negotiable or hourly fee arrangements.

Justin Lee Kay is the sole advisor at JKAY Securities Corporation in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been operating Jkay Capital since 2012. JKAY Securities primarily serves individual and high-net-worth clients by providing ongoing, discretionary portfolio management without account minimums. The firm employs an investment process that integrates charting, fundamental, technical, and cyclical analysis, focusing on long-term trading with limited options strategies and managing portfolios composed of equities, bonds, ETFs, REITs, and government securities.

Shane Smith is a CFA® charterholder and the sole advisor at Foothills Investments, L.L.C. in Lakewood, CO, with one year of industry experience. Prior to founding Foothills Investments, he held roles at Foothills Accountants, the IRS, AMG National Trust Bank, and other financial firms. Foothills Investments provides portfolio analysis, financial planning, and investment management services to individuals, trusts, estates, corporations, and other business entities. The firm integrates tax-aware and tax-advantaged considerations into its investment approach and offers educational seminars along with specialized planning packages addressing corporate tax issues and retirement plans.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Tyler Peterson is a financial advisor at Kindred Financial LLC in Lakewood, CO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Kindred Financial and its predecessor entity since 2013. Kindred Financial LLC provides portfolio management and financial planning services to individuals, corporations, and a small number of institutional clients, including insurance companies and retirement plans. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary management, with a client base that notably includes insurance and retirement-plan clients.

Kevin Starkey is a financial advisor at FTN Capital Management in Littleton, Colorado, with 16 years of industry experience. He holds a Series 66 designation and has worked previously at NewEdge Advisors, Capstone Investment Financial Group, Geronimo Financial Asset Management, and Geneos Wealth Management. He is the founder and president of FTN Capital Management, where he provides investment advisory and financial planning services. FTN Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning. The firm offers a Micro Family Office service and uses a combination of fundamental, technical, and cyclical analysis to implement customized asset allocation across a wide range of investment vehicles.

Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. and Bankers Life. Outside of his advisory role, Mckenzie is an owner of PM Financial Group LLC, where he is involved in insurance sales. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm focuses on customized, long-term portfolios using low-cost, diversified mutual funds and ETFs, with ongoing client contact and continuous portfolio monitoring.

Joseph Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked for Financial Counseling Associates, Inc. for 31 years before joining Full Financial Inc. in 2024. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in client assets, emphasizing diversified portfolios with no-load mutual funds, ETFs, stocks, bonds, and cash equivalents, while typically managing accounts on a discretionary basis and coordinating with clients’ attorneys and accountants on tax and estate matters.

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.

Eric Eisenhard is a financial advisor at Redwood Family Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and XO Wealth Management. Eisenhard is also a registered representative with Cabot Lodge Securities LLC. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, corporations, and other businesses. The firm offers tailored portfolio management and financial planning, employing a wide range of investment instruments and providing ongoing account monitoring and consultative guidance.

Rachel Barrett is a financial advisor at Barrett Wealth Connection LLC in Golden, CO. She holds a Series 65 designation and has been with the firm since 2020. Barrett Wealth Connection serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, with an emphasis on educational seminars offered at no charge.

Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.

John Brunkan is a financial advisor with Innovative Financial, LLC, holding a Series 65 designation and over 20 years of industry experience, including a 23-year tenure at Wells Fargo & Co. He joined Innovative Financial in 2026 and has been with the firm since. Innovative Financial serves both individual and institutional clients by providing integrated wealth management that includes ongoing financial planning and discretionary portfolio management. The firm’s investment approach utilizes Modern Portfolio Theory and the Fama–French multi-factor framework, focusing on globally diversified portfolios built primarily with no-load mutual funds and exchange-traded funds.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.

Caleb Rillos is a Series 65-credentialed advisor at Full Financial Inc. with no prior industry experience. His background includes service in the United States Space Force and participation as a University of Florida football player. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages roughly $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews aligned to clients’ risk tolerance and time horizons.

Joshua Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding a Series 65 credential. He has been with Full Financial since 2025 and has no prior industry experience before joining the firm. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews to align with clients’ risk tolerance and goals.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.