Matthew Harris is a financial advisor at Forefront in Denver, CO, holding Series 63 and Series 65 licenses. He has experience at multiple firms, including Safe Wealth Planning and The Ballard Group, Inc., with a total of 0 years officially recorded in the industry. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing customized portfolios and third-party managers to implement allocation models.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Capital Peak, LLC, Worth Street, LLC, Moreton Capital Markets, and Capital Markets Consulting. He serves on the Board of Directors and as Committee Chair for the Risk Management Association - Rocky Mountain Chapter and is a member of the Investment Advisory Committee for the City and County of Denver, as well as Committee Chair for the University of Colorado Business Economic Outlook Forum and Financial Activities Committee. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations, employing a goals- and risk-based approach with core/satellite portfolio construction. The firm integrates tax and estate consulting with portfolio management and maintains close coordination with an affiliated accounting practice.

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.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.

Heather Holtzinger is a CFP® with 12 years of industry experience, currently serving at RoseCap Investment Advisors, LLC in Denver, CO. She previously worked for 13 years at Grandview Investment Advisors, LLC and is in the process of winding down Grandview Capital dba Grandview Investment Advisors. RoseCap serves individual and institutional clients, providing discretionary asset management and financial planning through a goal-based approach focused on broad asset-class allocations. The firm utilizes proprietary quantitative models alongside fundamental and technical analysis and operates two service tiers to meet varying client needs.

John Ramsey is a financial advisor with Aptus Financial, LLC in Denver, CO. He holds a Series 65 credential and has one year of industry experience. Prior to joining Aptus Financial, he worked at TransUnion and SAS Institute. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, and client education through regular reviews and targeted programs.

David Afraimi is a financial advisor at BAM Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at CreativeOne Wealth, LLC and Client One Securities, LLC. Afraimi is also the owner of BAM Advisory Group, where he oversees sales of fixed, indexed, and life insurance products. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to offer fee-based asset management and comprehensive financial planning.

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.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Kenneth Denicolo is a financial advisor at Legacy Edge Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA and Tiaa since 2006 before joining Legacy Edge Advisors in 2024. Legacy Edge Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a variety of investment strategies including fundamental, quantitative, and technical analysis, managing accounts on a discretionary basis with tailored risk tolerances documented in investment policy statements.

Troy Reeder is a financial advisor at MDRN Capital with 18 years of industry experience. His prior roles include positions at ATLAS Lifestyle Planning Group, Prudential Financial Planning Services, and Guardian Life Insurance. He serves as president of the board of directors for The Enclave at DTC Homeowners Association, a nonprofit organization in Englewood, CO. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Anna Bhai is a CFP® professional with four years of industry experience. She currently practices at Brooklyn FI, LLC and has previously worked at JPL Wealth Management, Dew Wealth Management, Private Capital Management, and Signature FD, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and provides aggregated oversight of held-away accounts.

Elizabeth Raabe is a CFP® professional with 22 years of industry experience. She has been with Seneca Financial Advisors LLC since 2020 and previously worked at Frontier Wealth Management, LLC and Highwater Wealth Management LLC. She is based in Denver, CO, and holds Series 63 and Series 65 licenses. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, offering comprehensive financial planning and investment services. The firm combines strategic asset allocation with a limited tactical overlay and integrates an in-house tax function, managing approximately $847 million in client assets.

Laura Isanuk is a financial advisor with Sustainable Advisors Alliance LLC in Denver, Colorado, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at UBS Financial Services and First Affirmative Financial Network before joining her current firm in 2021. She is also licensed to sell insurance in Colorado. Sustainable Advisors Alliance, LLC provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, combining active, passive, and direct indexing strategies to tailor portfolios to client goals.

Christopher Kolker is a CFP® with 27 years of industry experience, currently serving at Triumph Capital Management since 2025. His prior roles include nine years at Bay Colony Advisors, two years at SCF Investment Advisors, and nine years at Equitable Advisors. Outside of his advisory work, Kolker serves as a Colorado State Senator. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a range of investment strategies, including fundamental and technical analysis, and utilizes model-based programs alongside access to third-party asset managers.

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.

Jonathan Kelley is a CFP® with 27 years of experience in financial planning and investment management. He is affiliated with Hinds Financial Group Inc, where he has worked since 2003, and has prior experience at Cetera and Centurion Hinds Investment Management Inc. In addition to his advisory role, he serves on a finance advisory committee for a local country club and provides administrative support for a parent-teacher association. Hinds Financial Group serves individual and high-net-worth clients as well as institutions including trusts, estates, and small businesses. The firm provides discretionary portfolio management and tailored financial planning, employing risk-based asset allocation models and ongoing portfolio monitoring.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Sara Keith is a Series 66-licensed financial advisor with Financial Security Management, Inc. in Lakewood, CO, where she has worked for 13 years. Prior to that, she was affiliated with National Planning Corporation for four years. She also spends part of her time preparing tax returns. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm uses asset-allocation strategies based on modern portfolio theory, providing both discretionary and non-discretionary portfolio management along with retirement plan consulting and participant education.