James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.

Nicole Araya is a financial advisor with Seven Mile Advisory LLC in Denver, CO, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Evercore Partners and Crestone Asset Management, LLC. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients, often utilizing third-party managers and a combination of passive and active strategies. The firm manages approximately $417 million in discretionary assets and advises on over $1.5 billion, focusing on a limited number of sophisticated client relationships.

Minesh Amin is a financial advisor at 5280 Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Commonwealth Investment Advisors since 2018. In addition to his advisory role, Amin is involved in tax preparation and accounting through Commonwealth Tax Services and his own firm, Greenbriar Accounting & Tax Services. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at TGRP Solutions, Band-It IDEX, Envestnet, Inc., and RSM US LLP. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses modern portfolio theory to construct portfolios and manages assets through mutual funds, ETFs, equities, fixed income, structured products, and separately managed accounts.

Jay Mccormick is a CFA charterholder with 19 years of industry experience. He has been with Helm Investment Management, LLC since 2006. Helm Investment Management serves individual clients and families, including business owners and corporate executives, providing discretionary portfolio management and limited-scope financial planning. The firm employs a global asset allocation strategy based on Modern Portfolio Theory, managing approximately $322 million across 135 households.

Brian Neustrom is a financial advisor at Powerhouse Financial Advisors, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at several firms including Cetera and Liberty Partners Financial Services. He is employed by Parsonex Enterprises, Inc., where he serves in principal and Chief Compliance Officer roles across multiple affiliated entities. Powerhouse Financial Advisors offers discretionary portfolio management and financial planning services to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm builds diversified, asset-allocation portfolios aligned with client objectives and risk tolerance, utilizing third-party managers and model programs such as those from SEI.

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.

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.

Manuel Mendez is a financial advisor at Stonegate Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Brown Brothers Harriman and Showingly Inc. In addition to his advisory role, he serves as the CFO of a technology consulting firm that assists companies in software development. Stonegate Capital Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of investment techniques and incorporates options and derivative strategies while managing a small, focused client roster.

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.

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.

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.

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.

Robert Lettin is the principal advisor at Lettin Wealth Management Group, Inc. in Lake Oswego, OR, with 17 years of industry experience. He holds a Series 63 designation and has been with Lettin Wealth Management Group since 1998, following a brief tenure at Cascade Business Support. Lettin Wealth Management Group provides fee-based advisory services primarily through co-advisory and referral relationships with third-party managers. The firm serves individual and high-net-worth clients using an asset-allocation, efficient-market approach and offers financial planning services without taking custody or directly managing client assets.