Benjamin Michalski is a financial advisor at Paragon Capital Management in Denver, CO, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Merit Financial Group, LPL Financial, Tedstrom Wealth Advisors, and Transamerica Capital. Michalski also provides fixed insurance advice as a licensed agent. Paragon Capital Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a proprietary quantitative optimization model, focusing on equities, corporate debt, mutual funds, and ETFs, and serves primarily larger, multi-generational separately managed accounts.

Elisabeth Podhaskie is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 65 and Series 63 licenses. Her previous roles include positions at Harrison Gray Search, AutoDesk, Inspirato, and Alliance Bernstein. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds to implement portfolios.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Cory Robinson is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Cetera Advisor Networks and Summit Financial Group. In addition to advisory services, he is also an insurance agent with Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and trusts. The firm uses a combination of fundamental, cyclical, and technical analysis with a range of investment strategies and model-based programs.

Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Jessica Pariser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Galvin, Gaustad & Stein, LLC since 2018. Prior to joining GGS, she worked at The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein is a registered investment adviser providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary services.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at Adasina Social Capital, Impact Investors, Inc., and Better World Investments, Inc. She returned to First Affirmative in 2025 after earlier work with the firm from 2016 to 2018. First Affirmative Financial Network serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutions through a nationwide network. The firm emphasizes values-aligned and faith-based investing, integrating environmental, social, and governance factors into portfolio construction and offering tailored solutions such as Values-Aligned Direct Indexing and proprietary model portfolios.

Larry Jones is a Series 65-registered advisor at OneAscent Family Offices with one year of industry experience. He has a consulting role with Pushplay Holdings, Limited, a company specializing in donation and live streaming software, where he advises on legal matters and business strategy. He previously worked at Corepoint Health for one year. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers both discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios through individualized asset-allocation guidelines and multiple affiliated entities.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Amy Betts is a financial advisor with Beam Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Securities America, Inc., and has been with Beam Wealth Advisors and its affiliated Benedetti, Gucer & Associates since 2013. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a multi-adviser platform with a focus on asset allocation, diversification, and portfolio theory, managing over $1.3 billion in client assets.

Ryan Giles is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Lockton Companies and Durham Capital Corp., as well as experience in other sectors before entering the financial industry. Black Swift Group provides discretionary investment management and financial planning for high-net-worth clients, corporations, trusts, and foundations, offering separately managed accounts and advising private limited-partnership funds. The firm employs a combination of top-down and fundamental bottom-up investment strategies, routinely uses derivatives and leverage, and integrates performance-based allocations alongside philanthropic contributions.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Fiduciary Financial Group, LLC since 2026 and previously held roles at Wealth Enhancement Advisory Services, Range Finance Inc, FinTrust Capital Advisors, and Bank of America. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm uses a research-driven investment approach incorporating fundamental, technical, and cyclical analysis, and offers integrated planning and asset management services across various investment vehicles.

Mark Bosley is a financial advisor at Townsend with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF for 10 years prior to joining Townsend. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for about 1,500 clients, offering financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities and other investment products.

Adam Vrablec is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts and private limited-partnership funds. The firm employs a blended top-down and fundamental bottom-up investment process across multiple asset classes, including fixed income, equities, and alternatives, and offers tailored portfolios under discretionary authority.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Sydney Tyler is an advisor with The Millstone Evans Group, LLC, holding a Series 65 designation and based in Boulder, CO. Tyler has been with The Millstone Evans Group since 2023 and has prior experience at Bloom Wealth Advisors and the University of Colorado. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages assets through independent clearing accounts and proprietary wrap programs, employing a range of investment vehicles including mutual funds, ETFs, stocks, fixed income, and third-party managers, with optional ESG analysis.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Mahone Tarrall is a financial advisor at Varra Financial with Series 63 and Series 65 licenses and 42 years of industry experience. His prior experience includes roles at Western Wealth Management LLC and LPL Financial, where he has been associated since 1994. Varra Financial serves individual and high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring portfolios to client goals and risk tolerances, with a predominantly non-discretionary asset base.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.