Brea Howard is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and experience in the financial industry dating back to 2011. Prior to joining Heirloom Wealth Management in 2025, Howard worked at CrossFirst Bank (formerly Central Bank & Trust) from 2021 to 2025 and at BBVA from 2011 to 2021. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and a variety of investment strategies across multiple asset classes.

Richard Hurley Jr. is a CFP® with 10 years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC since 2015. His prior experience includes roles at Independent Financial Partners and LPL Financial. He holds board membership with the American Lung Association of Colorado and acts as a trustee for multiple family and charitable trusts. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion across approximately 829 clients. The firm offers discretionary investment management, financial planning, donor-advised fund management, and ERISA 3(21) retirement plan advisory services, with affiliated tax planning and preparation through Heirloom Tax Solutions.

Michel Swanson is a CFP® and Series 65-licensed advisor at Stordahl Capital Management, Inc. with five years of industry experience. Prior to joining Stordahl Capital Management, he worked at Diversified Asset Management and held teaching positions at the University of Colorado and Pikes Peak Community College. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, 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 use of ETFs and mutual funds, managing approximately $676 million across a six-advisor team.

John Dodds is a CFP® with nine years of industry experience. He is currently a financial advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he was associated with LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment process using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while offering both discretionary and non-discretionary account management.

Mickale Gilbert is a financial advisor with Lord and Richards and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his financial career, he is the owner of GrailP&S LLC, an e-commerce business unrelated to financial services. Lord and Richards Wealth Management, LLC offers portfolio management and wealth services primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages client accounts on a discretionary basis with assets custodied at Schwab Institutional.

Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

William Snider is a financial advisor at ONE Advisory Partners, LLC with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous work includes roles at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management. The firm offers globally diversified portfolios, ongoing portfolio monitoring, and a Virtual Family Office that coordinates planners, investment managers, tax professionals, and attorneys.

Jerad Daniels is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining EdgeRock, he held roles at Charles Schwab, DeMarche Associates, and Missouri State University. 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, financial planning, and model portfolio solutions, employing both fundamental and technical analysis alongside strategic and tactical asset allocation.

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Hayden Hawkey is a financial advisor at Beck Bode LLC holding a Series 65 designation. He has been with Beck Bode since 2023 and has prior experience working in professional hockey organizations, including the East Coast Hockey League and Sportivi Ghiaccio Cortina. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and tailored asset allocations based on client goals and risk tolerance.

Tyler O'dell is a Series 65-licensed advisor with Edgerock Wealth Management in Denver, CO, where he has worked since 2021. He has five years of industry experience and previously served five years as a district attorney in the 21st Judicial District. Outside of his advisory role, O'dell is actively involved in community organizations, serving as President of the Grand Junction Horizon Sunrise Rotary Club, Secretary of the Center for Children executive board, and as a board member of the Rocky Mountain Elk Foundation. 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, financial planning, and model portfolio solutions, employing a mix of fundamental and technical analysis along with strategic and tactical asset allocation tailored to each client's goals and risk tolerance.

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

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.

Ryan Connolly is a financial advisor at 3EDGE Asset Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of his advisory role, he is the founder of Solve It Bracket Apps, LLC, a company that designs and creates phone-based apps. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing, typically implementing strategies using ETFs and, in some cases, derivatives and borrowing for tactical exposure.

Jonathan Stirling is a financial advisor at Westwind Capital with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management and Northwestern Mutual Wealth Management Company. Westwind Capital provides asset management and financial planning services to individuals, trusts, retirement plans, and pension plans through its FOCUS Program, using a disciplined investment approach with a mix of securities, mutual funds, ETFs, and customized strategies. The firm offers portfolio management for both individual and institutional clients, including specialized options strategies.

Brett Stone is a CFP® with 29 years of industry experience, currently serving at Impact Capital Partners LLC since 2024. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved in a family food business startup, supporting his wife who is the CEO. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers fiduciary discretionary portfolio management using diversified, primarily low-cost investment strategies with a range of analytical methods tailored to client objectives.

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.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.

Gavin Forrest is a CFP® and Series 65-registered advisor at Schaefer Financial Management, Inc. He has been with the firm since 2023. Prior to joining Schaefer, he was a full-time student for eight years. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, asset-allocation-based investment strategies delivered primarily on a non-discretionary basis.