Adam Horning is a financial advisor at Peak Financial Guidance LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Northwestern Mutual in various capacities from 2006 to 2019. Outside of advisory services, he is the managing principal of Buffalo Peaks, LLC, an insurance-related business in Parker, Colorado. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm integrates multiple investment strategies and reviews accounts regularly while also providing access to estate-planning services and insurance products.

Marti Brust is a financial advisor at West End Wealth Management, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with West End Wealth Management since 2015. Outside of her advisory role, she serves on the boards of Girls Incorporated of Metro Denver and Make-A-Wish Colorado, participating in fundraising and governance activities. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, providing discretionary investment management and integrated financial planning. The firm employs a combined approach of fundamental, cyclical, and technical analysis alongside Modern Portfolio Theory to create customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Nicholas Wolverton is a CFP® and Series 65 registered advisor with 11 years of experience, currently serving at Peak Financial Management, Inc. since 2015. He operates out of Broomfield, Colorado, working alongside one other advisor at the firm. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm applies a Start to Finish Planning Program that integrates consulting, coaching, and investment management using fundamental analysis and an asset-allocation approach based on Modern Portfolio Theory.

Stanley Learman is a CFA® charterholder with 29 years of industry experience. He has been with Arbor Investment Management since 2010, where he serves as an advisor. Outside of his advisory role, he oversees final accounting and annual tax preparation for two LLCs associated with rental properties, a responsibility that requires minimal time and does not affect his work at Arbor Investment Management. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm employs a valuation-based, fundamentally driven approach, primarily using individual stocks and bonds, and offers comprehensive financial forecasting alongside retirement, tax, and estate planning advice.

Clint Thomas is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. He holds a Series 63 designation and works from Denver, CO. Integrity Wealth Solutions serves individual and family clients, retirement plans, and nonprofit entities, providing portfolio management and comprehensive financial planning. The firm employs an allocation-driven approach with a focus on broad diversification and primarily passive strategies, managing about $369 million in discretionary assets across approximately 186 client relationships.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Bemelekot Tewahade is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Infinity Wealth Management since 2014. Outside of his advisory role, he owns a Canadian insurance agency and a documentary film company focusing on Ethiopian and African history, and he serves as a deacon at Agape Church. Infinity Wealth Management provides personalized portfolio management to individual clients, focusing on asset allocation tailored to client goals and risk tolerance. The firm manages approximately $62.5 million in discretionary assets across about 695 client relationships.

Timothy Itin is a CFA® charterholder associated with Causey Wealth LLC in Greenwood Village, CO. He has over a decade of experience in the financial industry, including twelve years at Northside Capital Management prior to joining Causey Wealth in 2025. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that incorporates both liquid and semi-liquid investment vehicles.

Gregory Brittain is a financial advisor at Wakefield Wealth Management, LLLP in Englewood, Colorado, holding a Series 65 designation with 10 years of industry experience. He has been with Wakefield Wealth Management since 2015 and has been associated with related Wakefield entities since 2012. Wakefield Wealth Management provides discretionary and non-discretionary investment management, financial consulting, and retirement plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm employs quantitative portfolio-building techniques across diverse asset classes and offers specialized options such as Biblically Responsible Equity and digital-asset investment capabilities.

Peter Schopen is a financial advisor at P.A. Schopen & Associates, LLC with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James Financial and Evergreen Investing, LLC prior to his current role. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management tailored to client objectives. The firm combines modern portfolio theory with fundamental, technical, quantitative, and cyclical analysis, using a mix of actively managed mutual funds and passive ETFs, and manages client assets in-house with a broader set of products and strategies than many peer firms.

Clint Pekrul is a financial advisor at Peak Capital Management, LLC with 25 years of industry experience. He holds a CFA® designation along with Series 63, 65, and 66 licenses. Pekrul has been with Peak Capital Management since 2016. Peak Capital Management oversees approximately $165.2 million for about 103 clients, offering discretionary and non-discretionary investment management, financial planning, and sub-advisory services. The firm employs an absolute-return, risk-managed approach using tactical, dynamically hedged portfolios that combine equities, ETFs, mutual funds, and income assets, and serves a diverse client base including individuals, pension plans, charities, and corporations.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Sean O'Reilly is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently with FFG Retirement Counseling, where he has worked since 2018, and also serves as Chief Operating Officer and partner at Gormagus, LLC dba Trailhead Systems, a firm that creates processes and systems for financial advisors. His prior experience includes roles at Calton & Associates, Smart Money Group, Vessel Consultants, and Foos Financial. FFG Retirement Counseling provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, along with individual securities when appropriate, and employs proprietary time-horizon models developed through Trailhead Systems to guide asset allocation and portfolio management.

Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.

Lance Peterson is a financial advisor at Wakefield Asset Management, LLLP with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Fund Distributors, Inc., UMB Distribution Services, LLC, and Scout Distributors, LLC. Wakefield Asset Management provides discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven domestic equity strategies with multi-asset solutions and offers sub-advisory services through an affiliated adviser.

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.

Nathanael Koch is a financial advisor at Causey Wealth LLC in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Causey Demgen & Moore PC for 17 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients and employs a strategic asset-allocation approach with a customized Investment Policy Statement tailored to each client.

Brian Sells is a CFP® and Series 65 credentialed advisor with 27 years of industry experience. He has been with Peak Financial Advisors in Denver, CO since 1997. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing discretionary investment management alongside tax return preparation and planning.

Leslie Rojas is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Gill Capital Partners since 2009. Gill Capital Partners serves individual clients, including high-net-worth households, and various institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary, policy-driven investment approach using fundamental, technical, quantitative, and qualitative analysis, and offers specialized reporting and portfolio supervision.

Nicholas Pirnack is a financial advisor at LotusGroup Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors, offering financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy investment approach tailored to client risk profiles and provides business valuation services alongside ongoing reporting and goal tracking.