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.

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.

David Morgan Jr. is a CFP® with 28 years of industry experience. He is currently with Heirloom Wealth Management LLC, where he has worked since 2026. His prior experience includes positions at MorganRosel Wealth Management, Purshe Kaplan Sterling Investments, PKSA, and Morgan Stanley Smith Barney. He occasionally assists clients with life insurance coverage as a licensed agent. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets across a team of 18 advisors. The firm employs a goal-based planning approach with discretionary investment management and offers additional services including donor-advised fund management and tax advisory through an affiliated entity.

Michael Franklin is a financial advisor with Tandem Financial, LLC in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and previously spent 15 years at LPL Financial and 18 years at Dodds Wealth Management Group. In addition to his advisory role, Mr. Franklin is a licensed insurance agent and spends a portion of his time selling insurance products. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diversified approach across various asset classes and uses fundamental, technical, charting, and cyclical analyses to guide portfolio management and offers both discretionary and non-discretionary services.

James Milroy is a CFA® charterholder with eight years of industry experience. He is currently with Owl Creek Wealth Partners, where he has worked since 2026. His prior experience includes roles at Perspective Wealth Advisors, Easterly Securities, James Alpha Advisors, FDX Capital, Syntrinsic Investment Counsel, and SRS Acquiom. Owl Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates AI and machine-learning tools in its operations.

Diego Gallardo Antunez is a financial advisor at Marshall Investment Management, LLC with three years of industry experience. He holds a Series 66 designation and has prior roles at LPL Financial, Pindustry, Ambulnz, Empower Retirement, and Metropolitan State University of Denver. Outside of advising, he is employed part-time at Recreational Equipment Incorporated. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, with portfolios tailored to clients’ objectives, time horizons, and risk tolerances, and operates its own Advisor Managed Portfolios Wrap Program.

Peter Lengsfeld is a CFP® professional with 30 years of experience in the financial services industry. He is currently with A & I Wealth Management and has held roles at A & I Financial Services LLC, Geneos Wealth Management, and Presidential Brokerage, Inc. His career includes extensive experience in both wealth management and brokerage environments. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $463 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing various analytical approaches and providing both discretionary and non-discretionary account options.

Tanner Sterk is a CFP® professional with six years of industry experience. He is currently with Nilsine Partners, LLC, a firm where he has worked since 2026. His prior experience includes roles at Capital Investment Advisors, Wela Strategies, Inc., and Northwestern Mutual, among others. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other institutional clients. The firm offers customized portfolio management and acts as an adviser to pooled investment vehicles and private funds, combining household wealth management with adviser-level roles in private fund operations.

William Brown is a Series 65-licensed financial advisor with seven years of industry experience. He is affiliated with Hebert Advisory Services Inc in Littleton, CO, and has been retired since 2013. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory services to individual, institutional, and business clients. The firm’s investment approach utilizes its proprietary Institech technical research combined with fundamental analysis to guide discretionary portfolio management across multiple account styles.

Ned Meloni is a CFP® with 18 years of experience in the financial services industry. He is currently with Crusonia Wealth Advisors LLC in Denver, where he has worked since 2025. His prior roles include positions at Financial Steward Associates, LPL Financial, Elevations Credit Union, CUSO Financial Services, GWFS Equities, and Northstar Realty Securities. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering wealth advisory services that combine discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and it is affiliated with a CPA firm that provides tax preparation and related services.

Austyn Garcia is a CFP® and Series 66–licensed financial advisor with Denver Wealth Management, Inc., with five years of industry experience. Since 2018, Austyn has worked with Denver Wealth Management and has been registered with LPL Financial since 2021. Outside of advisory work, Austyn serves as Treasurer for Tech Center Toasters, a non-investment-related community organization. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined, customized investment approach that integrates a proprietary scoring process and offers both discretionary management and algorithm-driven portfolios.

Trevor Tripp is a financial advisor at Kozak & Tripp Private Asset Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Private Client Services and Cetera Advisors LLC prior to his current role. Kozak & Tripp provides investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm emphasizes active portfolio management using a disciplined process that incorporates Modern Portfolio Theory metrics and both fundamental and technical analysis.

Quentin Stoker is a financial advisor with Gallacher Capital Management, LLC, holding a PFS™ designation and Series 65 license, and has six years of industry experience. His prior experience includes roles at Figure Financial, Capital Performance Advisors, Thomas Doll CPA's, and Deloitte & Touche LLP. He also operates Stoker Advisory, Tax, and Accounting PC, a CPA firm focused on bookkeeping and tax preparation. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, managing accounts primarily on a discretionary basis.

Roger Segler is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and three years of industry experience. Before joining Heirloom Wealth Management in 2022, he spent twelve years with All Recycling, Inc. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing approximately $1.1 billion for about 829 clients through a team of 18 advisors. The firm offers discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, incorporating goal-based plans and diversified portfolios.

Andrew Howard is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Quartz Partners Investment Management and previously worked at AthenaInvest Advisors LLC. Howard also serves as Vice President of Product Development at AthenaInvest, Inc., a software services data provider. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, digital platforms, and consulting services. The firm’s investment approach combines top-down macro analysis with bottom-up stock selection across multiple model series, maintained by an investment committee.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.