Jeffrey Brown is a financial advisor at Shearwater Capital with 27 years of industry experience and holds the CFA® designation and Series 65 license. He has served as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Brown has been with Shearwater Capital since 1999. Shearwater Capital manages approximately $427 million for about 180 clients, primarily individuals, families, high net worth clients, qualified retirement plans, and trusts. The firm employs a scientific, long-term investment approach focused on global diversification, tax efficiency, and low-cost passive funds, offering customized investment policy statements and discretionary portfolio management.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Daniel Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Agemy Wealth Advisors since 2016 and is also a partner and Vice President of Operations at Agemy Financial Strategies, where he oversees operations and client service related to retirement planning, annuities, and life insurance. In addition, he hosts a radio show focusing on financial strategies and owns Numuin Capital, LLC, a venture involved in bitcoin and digital asset mining. Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm uses asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, to build customized portfolios and conducts regular portfolio reviews.

Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.

Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. 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 uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.

Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.

Anthony Lopiccolo is a CFA® charterholder with 16 years of experience in the financial industry. He is currently with Custos Family Office LLC, where he has worked since 2018. Prior to that, he held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is a member of Mow Time Partners, LLC, an unrelated business, and is a notary public in the State of Colorado. Custos Family Office provides investment management, financial planning, retirement-plan advisory, and consulting services for individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm employs a risk-focused investment approach that emphasizes asset allocation and uses a variety of investment vehicles, including equities, ETFs, mutual funds, and private investments.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

Anne Sechler is a financial advisor at Bruce G. Allen Investments, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bruce G. Allen Investments since 2017, concurrently serving at M.S. Howells & Co. since the same year. Prior to that, she spent seven years at Nations Financial Group, Inc. Bruce G. Allen Investments provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, foundations, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using a range of securities and incorporates ESG holdings upon client request, supported by third-party risk and reporting tools.

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain, and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management, there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation ("CFA is the gold standard of the investment profession." Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024) and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife and two boys. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Scott Preston is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity. Outside of his advisory work, Preston is actively involved in coaching mountain biking teams and volunteering with the Utah NICA League and Wasatch High School’s mountain bike program. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management and comprehensive financial planning. The firm constructs multi-decade investment portfolios emphasizing equities and fixed income, utilizing a mix of fundamental, technical, and quantitative analysis and managing approximately $265 million in discretionary assets.

Keith Davis is a Series 65-registered financial advisor with Stonegate Capital Management, LLC, where he has worked since 2017. He has nine years of industry experience, including prior roles at Brown Brothers Harriman and Amerita. Stonegate Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a range of analytical techniques and offers diversified exposure across mutual funds, ETFs, fixed income, commodities, and non-U.S. securities, including the use of options and derivatives.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has worked previously at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Merrill. Outside of his advisory work, he owns and manages a residential rental property through a property manager. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm constructs portfolios for long-term objectives using equities, fixed income, and a variety of investment strategies, operating a wrap fee program with a focus on fiduciary responsibility.

Paul Rosell is a financial advisor at Advanced Investments in Englewood, CO, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AllHealth Network and Nyansa Learning Corporation. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, offering clients access to third-party aggregation and reporting tools for performance monitoring.

Daniel Newman is a CFP® and ChFC® professional with 19 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and also serves as a project manager for Business Transition Group, focusing on business exit planning. His prior experience includes roles at Northwestern Mutual Investment Management and T. Rowe Price Advisory Services. Noble Wealth Management P.B.C. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a top-down investment approach emphasizing tactical asset allocation and uses fundamental, technical, and quantitative analysis in its process.

John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Thomas Schubert is a financial advisor at Sonoran Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Sonoran Capital Management since 2010. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies supported by fixed income and derivatives for hedging. The firm employs a top-down global macro investment process supplemented by a proprietary model and manages portfolios according to firm strategies rather than individualized security selections.

Holly Pickens is a CFP® and holds a Series 65 license, currently serving as a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado with two years of industry experience. Prior to joining J.F. Williams, she held various roles including positions at Northwestern Mutual and Essential Investment Partners. Outside of finance, she is involved with Rock Cheer Company. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing client assets on a non-discretionary basis with centralized custody through Schwab Institutional.

Alexander Leonida is a CFP® with 18 years of experience in financial services. He has worked at Capital Financial Group, Inc. since 2009 and previously held positions at Alcol Inc. and Raymond James Financial Services. Outside of his advisory role, he is a licensed insurance agent offering non-variable insurance products through One Insurance Solutions for RIAs. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and businesses. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis with a range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.

Jerry Gruber is a ChFC® with 42 years of industry experience, currently affiliated with Progress Alliance Investment Services in Englewood, CO. His prior experience includes positions at Ameriprise Financial Services Inc., DFPG Investments, Inc., and National Planning Corporation. Outside of advisory work, he holds leadership roles in consulting firms, serving as Director of Marketing at NEOPP Consulting and President of Rocky Mountain Financial Consultants, Inc. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, along with pension plans, charitable organizations, and other small entities. The firm emphasizes tailored account objectives based on client suitability and manages accounts mostly on a discretionary basis, often utilizing third-party managers and a mix of active and passive investment strategies.