Noah Krier is a financial advisor at Stordahl Capital Management, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Stordahl Capital Management in 2023, he worked at Charles Schwab and has held various roles including positions at Colorado State University and the City of Fort Collins. Stordahl Capital Management provides financial planning, retirement plan consulting, and discretionary portfolio management to individuals, families, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and periodic rebalancing, serving approximately 297 client relationships with a six-advisor team.

Daniel Weeks is a CFP® with 18 years of experience in the financial services industry. He has worked at Nilsine Partners, LLC since 2022 and previously held roles at UMB Family Wealth and UMB Bank. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers access to third-party managers and private investment platforms, actively manages model portfolios, and serves as an investment adviser to feeder and master funds.

Jamie Olson is a CFP® professional with four years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC. Prior to joining Heirloom, Olson worked at GPS Wealth Strategies Group, True Wealth Advisors, and LPL Financial. Outside of financial advising, Olson has experience in portrait photography through a prior role at Reese and Co Portraits. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach and discretionary portfolio management, utilizing a range of investment vehicles and proprietary tools to assess client risk tolerance.

Nicole Baranda is a CFP® with five years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc. She previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., accumulating four and five years of experience respectively. Her background also includes roles outside finance, such as positions at Ascend Cannabis Co, Wag, Nickel Restaurant, and The Curtis Hotel. SHJ Wealth Advisors is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across roughly 868 client relationships using active asset allocation and a variety of investment vehicles, while offering financial planning, portfolio management, and employer retirement-plan services.

Madeline Testwuide is a CFP® with 11 years of industry experience. She currently works at Nilsine Partners, LLC and previously held positions at Bessemer Trust and Eaton Vance Management. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also operates a private investments platform and actively manages model portfolios using both internal allocations and external managers.

Doug Morris is a CFP® professional with 21 years of experience in financial advising. He has worked at Schoolcraft Capital LLC since 2018 and previously spent 15 years at Milestone Group, Inc. He is currently with Sachem Hill LLC, a Denver-based firm. Sachem Hill primarily serves sophisticated, ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses a combination of passive investment vehicles in efficient markets and active management in less efficient areas, including private equity and real assets, and acts as both adviser and sponsor for private pooled investment funds.

Timothy Szymanski is a financial advisor with Forty North Wealth in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Panoramic Investment Advisors since 2022 and previously at Neidiger, Tucker, Bruner Inc. from 2015 to 2022. Outside of advising, he is the president and owner of Avalon Retirement Specialists and also tutors students in computer science and artificial intelligence. Forty North Wealth serves individuals, families, trusts, estates, retirement plans, and charitable foundations with discretionary investment management, financial planning, and consulting. The firm uses a tailored approach based on client risk tolerance and objectives, leveraging third-party platforms for reporting and planning, and offers access to alternative investments and sub-advisors as part of its strategies.

Michael O'Dwyer is a Series 65-licensed advisor at SyntheticFi LLC with one year of industry experience. Prior to joining SyntheticFi, he worked at Productiv Inc., Fivetran Inc., and Gelber Group LLC. SyntheticFi provides investment advisory and sub-advisory services to other registered investment advisers as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.

Tucker Weppner is a CFP® professional with five years of experience at Sanderson Wealth Management, LLC and earlier roles at ROI Financial Group. He has a background that includes four years at Canisius College. Sanderson Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning, investment consulting, and both discretionary and non-discretionary investment management. The firm emphasizes asset allocation strategies using capital market assumptions and risk analysis, with a notable focus on non-discretionary management and relationships with insurance companies.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Christopher Younger is an advisor at Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with the Class VI group of companies since 2004, including Class VI Ventures, LLC and The Silvercloud Companies. Outside of his advisory role, he is the CEO of Class VI Partners, LLC, a consulting business where he dedicates significant time weekly. Class VI Family Office serves business owners, executives, and entrepreneurs, focusing on wealth planning and investment management related to significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation while offering a range of investment solutions and integrated services connected to its affiliated broker-dealer and private fund entities.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks and J P Turner & Company Capital Management. Schowe also engages in insurance sales through an affiliated agency, spending limited time on this activity. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base ranging from individual investors to foundations and estates. The firm employs a multifaceted investment approach, utilizing fundamental, cyclical, and technical analysis, and offers model-based programs alongside access to third-party asset managers.

Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Joel Cavaliere is a CFP® with six years of industry experience, currently serving as a financial advisor at Blue Heron Capital in Englewood, Colorado. He previously worked at Brookstone Capital Management and held various roles at Colorado State University and Northwestern Mutual. In addition to his advisory work, he is licensed as a life and health insurance agent through an affiliated agency. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation focused approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing client portfolios primarily on a discretionary basis.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. Blake also provides customer service for mobile ticketing at Denver Broncos games. Parsonex Advisory Services offers financial planning and portfolio management to a diverse client base, utilizing a multi-manager, value-oriented investment approach and sponsoring the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.

George Smith IV is a Series 65-licensed advisor at Ridgegate Advisors, LLC with one year of industry experience and ten years at Ridgegate Financial. He is based in Englewood, Colorado. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolio decisions to client objectives, risk tolerance, and time horizon.