Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.

Michael Caplan is a CFP® with 16 years of industry experience. He is a principal at Invictus Private Wealth, LLC in Denver, CO, where he has worked since 2022. Prior to Invictus, he spent eight years at UBS Financial Services Inc. Caplan is also involved in managing a holding company for restaurant investments. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, as well as retirement plan consulting for employers. The firm employs a discretionary, individualized approach to portfolio management that incorporates fundamental, technical, quantitative, sector, and qualitative analysis along with alternative strategies.

James Person is a financial advisor at Synergy Financial Partners, LLC with 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Synergy Financial Partners in 2019, he worked at LPL Financial LLC and SII Investments. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, employing model portfolios and third-party sub-advisers rather than in-house security-level analysis.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Janus Henderson for nine years. Alexandria is based in Denver, CO. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and government entities. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory to tailor investment strategies to clients’ risk tolerance and time horizon.

Stephen Dreiling is a CFP® with 26 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2024. He previously worked at United Capital Financial Advisers, LLC from 2015 to 2023. Outside of advising, he is the sole member and manager of SSSG, LLC, a company he established in 2012. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and government entities, providing financial planning, consulting, and discretionary investment management. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages over $1.18 billion with a small team of four advisors.

Raphael Martorello is a Series 65-licensed financial advisor with 22 years of industry experience. He is the managing partner at LotusGroup Advisors, where he has worked since 2007, and also manages LotusGroup Capital, LLC, splitting his time equally between both entities. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors by providing financial planning, discretionary portfolio management, introductions to private investments, and business valuation services. The firm uses a diversified investment approach across four primary strategies and incorporates third-party research to inform asset-allocation decisions.

Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Anthony Pelz is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Providence Capital Partners, and TIAA. He also provides administrative support to Denver Wealth Management, an independent investment advisory firm. 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 employs a disciplined investment approach, incorporating its proprietary Summit Investment Process and utilizing low-cost mutual funds and ETFs, alongside both discretionary management and algorithm-driven portfolios.

Anthony Coppola is a CFP® professional with 15 years of industry experience. He currently works at Sachem Hill LLC and has previously been with Schoolcraft Capital LLC, TC Financial LLC, and The Milestone Group, Inc. Sachem Hill advises primarily ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses passive instruments in efficient markets and active management in less efficient areas, managing both separately managed portfolios and private pooled investment funds.

Jamar Anderson is a financial advisor at Triumph Capital Management in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Summit Wealth Group, and Charles Schwab. In addition to his advisory role, Anderson is a licensed life insurance agent, engaging in insurance sales aligned with client goals. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and other entities. The firm employs a blend of fundamental, cyclical, and technical analysis and provides access to model-based programs and third-party asset managers.

Danielle Hage is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining EdgeRock, she worked in real estate at Coldwell Banker Distinctive Properties and has operated a photography business since 2014. She is also involved in real estate brokerage through a separate business helping clients buy and sell homes. 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, model portfolios, and access to independent managers using a blend of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches.

Rachel Wilmot is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 designation and two years of industry experience. She previously worked at Charles Schwab for two years and has held roles at Lockheed Martin and Colorado State University. Legacy Wealth Partners is a multi-advisor team managing approximately $646 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that incorporates fundamental, technical, and cyclical analysis along with third-party sub-advisers, using strategies such as direct indexing, options, and margin.

Jonathan Vogel is a CFP® with nine years of industry experience currently serving at Horizon Wealth. His prior roles include positions at Emerson Equity, Impact Partnership Wealth, Summit Wealth Strategies, Larson Financial Securities, Stifel Nicolaus, and Scotttrade. He also acts as an insurance agent, assisting clients with fixed indexed annuities and life insurance needs. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, focusing on retirement investing, income replacement, and financial independence.

Parveen Gupta is a financial advisor at Mattern Capital Management, LLC with a Series 65 designation and three years of industry experience. Prior to entering the financial advisory field, he worked at Motorola Solutions for 21 years. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, and corporations. The firm offers investment and wealth management, financial planning, and consulting services, focusing on tax-efficient, cost-effective asset allocations that utilize both active and passive strategies.

Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with 10 years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm uses a multi-strategy approach that includes Index, Global Rotation, Tactical, and Private-Investment Only allocations, incorporating third-party research and offering business valuation services through a Certified Exit Planning Advisor.

Logan Richard is a CFP® professional with one year of experience currently serving at Denver PWM, LLC. Prior to joining Denver PWM, he held positions outside the financial industry, including roles at Bartaco and the CU Recreational Center. Denver PWM provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small institutions. The firm employs a team-based approach and constructs portfolios using a variety of investment instruments combined with strategic asset allocation and tax-aware management.

John Hill is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Financial Engines Advisors L.L.C., Robinhood Financial, LLC, and Charles Schwab. Hill is also licensed as an insurance agent and engages in insurance sales and service. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm employs personalized investment strategies using a combination of fundamental and technical analysis along with strategic and tactical asset allocation, offering discretionary portfolio management, model portfolios, and access to independent managers.

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Brent Lee is a financial advisor at Dodds Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equity Advisor Solutions. He is also involved with Dodds Tax, LLC, an affiliated entity providing tax preparation services. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an active, asset-allocation focused approach incorporating equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons.

Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.