Jason Pott is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Securities America, Inc. and COUNTRY FINANCIAL. Outside of financial advising, he owns an insurance brokerage providing life, auto, home, and commercial insurance. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach that utilizes a mix of mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Tyler Hentges is a financial advisor at Townsend with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, U.S. Bancorp Investments, Surefoot, Charles Schwab & Co., and FirstBank. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion through a team of 18 advisors, offering financial planning, asset management, retirement plan consultation, and related investment services.

Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

Andrew Kelleher is a CFP® professional with 16 years of industry experience. He is currently with Denver PWM, LLC and has previously worked at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of mutual funds, ETFs, fixed income, alternative investments, and other instruments using both fundamental and technical analysis, strategic asset allocation, and tax-aware management where practicable.

Jonathan Clements is a financial advisor at Brio Financial Group in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Franklin Templeton and BNY Mellon. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers asset management through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Adrienne Schmidt is a financial advisor at Pacifica Capital Investments in Denver, CO, holding a Series 65 credential with two years of industry experience. She has been with Pacifica Capital Investments since 2024 and has over ten years of experience at Bow River Capital. Outside of advisory work, she serves as CFO and investor for Pacifica Capital Real Estate in Leander, TX. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles, employing a concentrated, industry-focused equity approach that incorporates fundamental and cyclical analysis. The firm manages separate accounts as well as private real estate funds and single-purpose investment ventures.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

David Walker is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Lebenthal in 2017, he worked at Farmers Insurance Group and Farmers Financial Solutions. In addition to his advisory role, Walker dedicates part of his time to Walker Wealth Strategies, an independent LLC affiliated with insurance agencies, and works as a part-time career consultant and coach with LHH, Inc. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, offering customized portfolio management and financial planning services. The firm manages approximately $820 million in assets across a multi-advisor team and integrates advisory, brokerage, and insurance services.

Adam Way is a CFP® and ChFC® with 20 years of industry experience, currently serving at Global Wealth Strategies and Associates, LLC since 2021. His prior experience includes roles at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a board member of Rachel's Challenge and the founder of Adam Way Racing, an organization supporting mountain biking enthusiasts. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and tailors growth and fixed-income strategies to clients' objectives.

Christopher Baxter is a financial advisor at Alpha Capital Family Office, LLC in Greenwood Village, CO, holding a Series 65 designation with eight years of industry experience. He previously worked at Voya-ING for 16 years and was associated with Alpha Capital Management Group LLC before joining his current firm. Baxter is also the managing member of CM Capital, LLC and Ulster Circle Partners, entities related to ownership and tax structuring connected to Alpha Capital Family Office. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and small businesses, providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with diversified allocations and engages third-party sub-advisers while emphasizing due diligence and ongoing oversight.

Connor Law is a CFP® and Series 65-licensed advisor at Crusonia Wealth Advisors LLC with three years of industry experience. He previously worked at Sikich Capital Management and has experience in both financial services and professional baseball. Outside of his advisory role, he coaches Little League baseball for ages 9 to 18. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by combining discretionary portfolio management with financial planning and consulting. The firm uses a multi-disciplinary investment approach, including equities, fixed income, alternatives, and third-party managers, and is affiliated with a tax advisory practice offering standalone tax services.

Benjamin Warwick is a financial advisor with Tandem Financial, LLC and holds Series 63, 65, and 66 registrations. He has 30 years of industry experience and has worked at multiple firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. He is also the CEO of Quantitative Equity Strategies, LLC, a position he has held since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a diversified asset allocation approach incorporating fundamental, technical, and charting analyses, with strategies that include options, short sales, margin, and alternative investments.

John Morton is a financial advisor at Frec with one year of industry experience. He holds a Series 65 designation and has previously worked at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers offers automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and cash management. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

James O'Brien is a CFP® professional with 38 years of experience in the financial advisory industry. He has been with Gill Capital Partners, LLC since 2003, following a prior role at O'Brien Capital Management, Inc. from 2002 to 2005. Outside of advisory work, he owns and operates a hydroponic farm and a tax preparation business in Denver. Gill Capital Partners manages approximately $862 million for a diverse client base, providing wealth management, financial planning, portfolio management, and institutional advisory services. The firm utilizes a proprietary investment framework alongside third-party technology to implement individualized portfolios across multiple asset classes and also serves a broad range of institutional clients.

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.