Shane Callahan is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Future Capital Management Inc., where he has worked since 2024. Prior to this, he was with Sigma Planning Corporation for five years and has held positions at Parsonex Advisory Services, Inc. and Equitable Advisors. Outside of his advisory work, he serves as managing member of Endurance Wealth Planning LLC, focusing on insurance production activities. Future Capital Management provides fee-based advisory services to individual investors, retirement plans, trusts, estates, corporations, and other advisers. The firm employs an active, tactical asset allocation strategy using proprietary model portfolios and discretionary management, delivering services through a wrap fee program and offering additional solutions including insurance products and third-party managers.

Justin Kohnke is a financial advisor at Future Capital Management Inc. in Castle Rock, CO, with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, he is a co-owner of Countertop Concepts Co., a business specializing in the sales and installation of high-end stone countertops, and Driven Media LLC, which provides website design and maintenance services. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team that serves individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, utilizing active, tactical asset allocation guided by an internal Investment Committee.

Louis Patierno Jr. is a CFP® and ChFC® with 34 years of experience in financial advisory. He is currently with Peak Planning Group, LLC, where he has worked since 2017, and previously held positions at Kingswood Capital Partners, LLC and Raymond James Financial. Outside of advisory work, he is involved with Attorneyterm.com, an insurance sales business he has operated since 2011. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million using a primarily long-term, fundamentals-based approach with diversified portfolios of mutual funds, ETFs, and individual securities.

Gabriel Pardue is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC, based in Greenwood Village, CO. He has one year of industry experience and previously worked at Adamic Ranch, Fifth Third Bancorp, and Chevron. Heirloom Wealth Management serves individuals, high-net-worth clients, 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 strategic portfolio allocations.

William Coughlin is a financial advisor at Alpha Capital Family Office, LLC with 12 years of industry experience. He has previously worked at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. He serves as an uncompensated board director for the AbleLight Foundation, a nonprofit that provides fiduciary guidance. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, offering investment management alongside comprehensive family office and wealth advisory services. The firm provides discretionary portfolio management with regular reviews, engages third-party sub-advisers when appropriate, and coordinates estate, tax, and cash-flow planning.

Scott Steiner is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at LPL Financial, Cambridge Investment Research, and Osaic Wealth. Outside of advisory work, he is involved in insurance and benefits through Scott Steiner, Inc. and owns other business interests in real estate and wealth management consulting. Denver Wealth Management serves individual and high-net-worth clients as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a disciplined investment process combining modern portfolio theory and a proprietary scoring system to construct customized portfolios, employing both discretionary and algorithm-driven management approaches.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.

Chapin Schott is a financial advisor at Clear Creek Advisors in Denver, CO, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining Clear Creek Advisors, he worked at Charles Schwab & Co., Inc., Tier One Wealth Management, and held positions outside the financial sector, including roles in automobile sales and education. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients, managing approximately $722 million in client assets.

Greg Segal is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he assists family members with managing an irrevocable life insurance trust. 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 discretionary portfolio management using diversified strategies that include low-cost mutual funds, ETFs, and other investments, employing various analytical methods and risk management tools.

Luke Fick is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and FirstBank of Colorado. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, financial planning, portfolio management, retirement plan advising, and tax preparation services. The firm employs a range of investment strategies supported by proprietary and third-party technology platforms and offers both discretionary and non-discretionary portfolio management.

Kelly Elsensohn is a CFP® professional with 12 years of industry experience, currently serving at Crusonia Wealth Advisors LLC since 2024. Prior to this, she worked at WealthSource Partners, LLC and Frontier Wealth Management, LLC. She is also the owner and CPA of Elsensohn & Associates, P.C., a public accounting firm specializing in bookkeeping, tax planning, and tax preparation. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities with wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process utilizing equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, supported by quantitative, fundamental, technical, and cyclical analysis.

Kristin Schoenfelder is a CFP® with 15 years of industry experience. She is a Vice President and 15% owner of Marshall Investment Management, LLC and has worked there since 2015, concurrently maintaining a role at LPL Financial. Schoenfelder also serves as a notary public for the state of Colorado. 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 through its Advisor Managed Portfolios platform, along with financial planning, consulting, and retirement plan advisory services.

Kirsten Hollander is a CFP® professional at Schaefer Financial Management, Inc. with 23 years of industry experience. She has been with Schaefer Financial Management since 2007. Outside of her advisory role, she serves as the bookkeeper for her spouse’s construction management company. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, asset-allocation investment strategies, operating primarily on a non-discretionary basis with customized, tax-sensitive portfolio management.

Ryan Jercinovic is a CFP® with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2026. He spent 13 years at Schwab Wealth Advisory Inc and 19 years at Charles Schwab. Outside of his advisory role, he is actively involved in managing rental properties owned through Jercinovic Holdings LLC. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach with passive cores and active tactical overlays. The firm emphasizes customized written Investment Policy Statements and offers both discretionary and non-discretionary management, with a client base characterized by relatively large average account sizes.

William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

Richard Stark is a CFA® charterholder with 26 years of industry experience. He joined Compass Capital Management Inc in 2025 after a 41-year tenure at Boulder Asset Management. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm employs fundamental research and valuation disciplines, focusing on mid-to-large-cap growth equities and a laddered intermediate-term fixed income strategy.

Scott Jensen is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 credential and one year of industry experience. He is also the owner and manager of Red Ivy Capital, LLC, an investment partnership, and owns an accounting firm, Kramer & Jensen, LLC. G&S Capital LLC provides discretionary investment management and financial planning services to individuals, trusts, businesses, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and utilizes a range of instruments including derivatives and options strategies in separately managed accounts.

Alexandra Boyles is a financial advisor with Alpha Capital Family Office, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Citigroup and JPMorgan Securities LLC, as well as a one-year tenure with the Dallas Cowboys Football Club. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, providing investment management alongside comprehensive family office and wealth advisory services. The firm emphasizes discretionary portfolio management with regular reviews, employs third-party sub-advisers when appropriate, and offers coordinated estate, tax, and cash-flow planning support.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Jeffrey Schaefer is a CFP® professional with 27 years of industry experience, currently serving at Schaefer Financial Management, Inc., where he has worked since 2001. He holds the Series 63 license and is based in Englewood, Colorado. 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 focuses on long-term, asset-allocation strategies with an emphasis on tax-sensitive rebalancing and operates primarily on a non-discretionary basis, requiring client approval before executing trades.