William Snider is a financial advisor with One Advisory Partners, LLC in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs modern portfolio theory principles, combining fundamental and technical analysis to guide globally diversified portfolios, which are generally managed on a discretionary basis with ongoing oversight.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.

Heather Holtzinger is a CFP® with 12 years of industry experience. She is affiliated with RoseCap Investment Advisors, LLC, a team of five advisors based in Denver, CO, and has worked at Grandview Investment Advisors, LLC since 2012. Heather is currently winding down her involvement with Grandview Capital dba Grandview Investment Advisors. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes and low-cost ETFs, and serves both private clients and employer-sponsored retirement plans.

John Ramsey is a financial advisor with Aptus Financial, LLC in Denver, CO. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Aptus Financial, he worked at TransUnion and SAS Institute and spent six years in homemaking. Aptus Financial provides flat-fee financial planning and advisory services primarily to early- to mid-career professionals, business owners, and medical/dental trainees. The firm follows a passive, long-term investment approach focused on tax-aware asset allocation and low-cost index funds and ETFs, offering subscription-based support and educational programs.

David Afraimi is a financial advisor at BAM Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at CreativeOne Wealth, LLC and Client One Securities, LLC. Afraimi is also the owner of BAM Advisory Group, where he oversees sales of fixed, indexed, and life insurance products. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to offer fee-based asset management and comprehensive financial planning.

William Meyers Jr. is a CFP® with 14 years of industry experience, currently serving at Lord and Richards Wealth Management, LLC. He previously worked at Commonwealth Financial Network and Towers Wealth Management Inc, among other firms. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts on a discretionary basis using a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.

Kenneth Denicolo is a financial advisor at Legacy Edge Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2006. Denicolo joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm tailors investment strategies to client goals and risk tolerance, employing a combination of fundamental, quantitative, and technical analysis across a range of asset classes and investment styles.

Anna Bhai is a CFP® professional with four years of industry experience. She currently practices at Brooklyn FI, LLC and has previously worked at JPL Wealth Management, Dew Wealth Management, Private Capital Management, and Signature FD, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and provides aggregated oversight of held-away accounts.

Elizabeth Raabe is a CFP® professional with 22 years of industry experience. She has been with Seneca Financial Advisors LLC since 2020 and previously worked at Frontier Wealth Management, LLC and Highwater Wealth Management LLC. She is based in Denver, CO, and holds Series 63 and Series 65 licenses. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, offering comprehensive financial planning and investment services. The firm combines strategic asset allocation with a limited tactical overlay and integrates an in-house tax function, managing approximately $847 million in client assets.

Laura Isanuk is an investment advisor representative at Sustainable Advisors Alliance LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Sustainable Advisors Alliance since 2021. Additionally, she is licensed to sell insurance in Colorado. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and offers a range of strategies including direct indexing, active and passive management, and employee benefit plan advisory.

Brandon Deckard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at SHJ Wealth Advisors, Fidelity Investments, Raymond James Financial Services, and The Vanguard Group. Q3 Advisors offers financial planning and tax-focused consulting services to individuals through structured programs, emphasizing written deliverables related to retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on a fixed-fee basis without managing client investment portfolios or recommending specific securities.

Christopher Kolker is a CFP® with 26 years of industry experience and is currently a financial advisor at Triumph Capital Management. He previously worked at Bay Colony Advisors for nine years. He also serves as a Colorado State Senator, a role unrelated to his advisory work. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm utilizes a blend of fundamental, cyclical, and technical analysis across various asset classes and provides model-based programs alongside access to third-party asset managers.

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Jonathan Kelley is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has worked with Cetera and Cetera Wealth Services, LLC since 2013 and has been affiliated with Hinds Financial Group since 2003. Outside of his advisory role, Kelley is involved in community organizations including the Ben Franklin PTA and serves on the finance advisory committee at the Lakewood Country Club. Hinds Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management, third-party money manager selection, and ongoing financial planning services. The firm emphasizes long-term, risk-based portfolio management grounded in written investment policies and regularly monitors and adjusts allocations using fundamental analysis and Modern Portfolio Theory.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Thomas Mcandrews is a CFA® charterholder with seven years of industry experience. He has worked at Geometric Wealth Advisors, LLC since 2018 and previously at Oliver Wyman from 2014 to 2018. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification through discretionary management, financial planning, and integrated tax and estate planning services.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Sara Keith is a financial advisor at Financial Security Management, Inc. with 12 years of industry experience. She has been with Financial Security Management since 2013 and previously worked at National Planning Corporation for four years. In addition to her advisory role, she prepares tax returns, dedicating approximately 25% of her time to tax preparation services. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing about $611.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary investment services.