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.

Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several law offices. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, employs third-party technology and risk-assessment tools, and offers access to alternative and private investments while maintaining discretion in portfolio management.

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.

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.

Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Chad Kopser is a financial advisor with Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Aegis Wealth Management since 2020 and has been involved with Aegis Financial since 2011. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, utilizing third-party sub-advisers and model portfolios for day-to-day management.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

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.

Michael Euston is a CFP® with 15 years of experience in the financial services industry. He has worked at Heirloom Wealth Management LLC since 2018 and previously at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is a 50% owner of Heirloom Tax Solutions, LLC, which provides tax planning and coordination services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm offers discretionary investment management and financial planning, using a goal-based process and risk assessment tools to develop and manage portfolios.

Angelina Sanchez is a financial advisor at Edgerock Wealth Management with a Series 65 designation and one year of industry experience. Her prior roles include positions at Goldman Sachs and Greystar. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning with investment strategies tailored to clients' goals and risk tolerance, utilizing fundamental and technical analysis alongside strategic and tactical asset allocation.

Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at LPL Financial LLC and has held various positions including roles at DoorDash and Colorado Christian University. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process and incorporates a proprietary scoring system for portfolio construction, managing over half a billion in client assets through a mid-sized team.

Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for five years. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, providing portfolio management and investment supervisory services. The firm uses a combination of fundamental, technical, and cyclical analysis with proprietary models and third-party managers, employing both strategic long-term allocations and tactical shifts, including advanced strategies such as short-term trading, inverse and leveraged funds, short sales, margin, and covered options.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with four years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Charles Schwab and the City of Fort Collins. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, pension and profit-sharing plans, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and model portfolios ranging from cash to aggressive growth.