Chad Christensen is a financial advisor at Semper Augustus Investments Group LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Semper Augustus since 1998. Semper Augustus provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, endowments, and other business entities. The firm employs a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with a long-term orientation and uses derivatives, short sales, and leverage for certain accounts.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

Luke Terwilliger La Flam is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC in Greenwood Village, Colorado, where he has worked since 2025. He has one year of experience in the financial industry. Prior to joining Heirloom, he held positions with Slammers Baseball and the Cherry Creek School District. Heirloom Wealth Management advises individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach with discretionary portfolio management across various asset classes and integrates tax advisory services through its affiliated entity, Heirloom Tax Solutions.

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.

David Wolf is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 65 credential with 12 years of industry experience. He has worked at Gill Capital Partners since 2017 and previously at Synergy Wealth Advisors from 2013 to 2017. In addition to his advisory role, he is president of Wolf Asset Management Corp., a family office and consulting firm he founded in 1992. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, retirement plan support, and fund advisory services. The firm employs a discretionary portfolio management approach guided by tailored Investment Policy Statements and utilizes a range of analytical methods and technology platforms to support client objectives.

Thomas Brown is a financial advisor at Tandem Financial, LLC with a Series 65 credential and one year of industry experience. His previous work includes roles outside of finance, such as positions at the YMCA of the Rockies and Go Kickball. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs diversified asset allocation strategies and offers a formal retirement-plan practice with both advisory and discretionary services.

Bryson Braden is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Denver Wealth Management since 2016, LPL Financial since 2012, and Waddell & Reed from 2010 to 2012. Outside of advising, he hosts dogs through a home-based dog caregiving service and conducts investment-related speaking engagements. 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 process emphasizing customized portfolios with low-cost mutual funds and ETFs and integrates a proprietary Summit Investment Process that includes ESG factors and both discretionary and algorithm-driven portfolio management.

Schuyler Roetzel is a financial advisor at Edgerock Wealth Management in Denver, CO, with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Edward Jones, Transamerica Capital Inc, and Augustar Distributors, Inc. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, model-portfolio selection, and access to independent managers. The firm integrates fundamental and technical analysis with strategic and tactical asset allocation and value investing, and it offers additional services such as tax planning and education through an affiliated entity.

Robert Straus is a financial advisor at Focused Alpha, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Schwab Wealth Advisory, Inc. and Icon Advisers, Inc. Outside of his advisory work, he is the founder and CEO of Polar Lights Publishing, LLC, where he is involved as a writer and speaker. Focused Alpha, LLC is an SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities through a rules-based, behaviorally informed investment process emphasizing tail-risk management and emotion-free decision making.

Brian Givin is a financial advisor with Marshall Investment Management, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Fidelity Investments Institutional Services Company from 2000 to 2017 and has been with Marshall Investment Management and LPL Financial since 2019. Outside of advising, he has participated in the Amazon Flex delivery service. Marshall Investment Management serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates, offering discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform. The firm emphasizes asset allocation tailored to client objectives and manages all client accounts through its proprietary AMP Wrap Program.

Robert Potter is a CFP® with 27 years of industry experience. He has been with Heirloom Wealth Management LLC since 2022 and previously operated Potter Financial Performance for nearly three decades. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates with a range of advisory services including discretionary investment management and financial planning. The firm employs a goal-based planning process and utilizes various investment vehicles and technology to manage approximately $1.1 billion for over 800 clients through a team of 18 advisors.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.

George Von Eiff Jr. is a CFP® with 28 years of industry experience, currently serving at Edgerock Wealth Management. His previous roles include positions at TIAA-CREF, Great Western Bank, First Interstate Bank, and LPL Financial LLC. He is based in Denver, CO. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm integrates fundamental and technical analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and offering tax services through an affiliated entity.

Stanley Sprinkle Jr. is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding 27 years of industry experience. He has been with Sprinkle Financial Consultants LLC and its affiliated firm Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a board member, vice president, and treasurer of the Anaconda Condominium Association and as director and president of the Copper Springs Lodge homeowners association. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Randy Anderson is a CFP® professional with 23 years of industry experience. He is currently with Traction Financial Partners in Littleton, CO, and has previously worked at LPL Financial and Equitable Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a core-satellite investment approach that focuses on strategic ETF allocations combined with tactical satellite investments, and it provides educational workshops and coordinates estate-planning support through third-party platforms.

Steven Lynds is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Gill Capital Partners, LLC in Denver, CO, and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and GWFS Equities. Outside of advisory work, he is a partial owner of a family LLC involved in commercial real estate holdings in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, and tax planning. The firm employs a range of investment strategies across multiple asset classes and supports its advisory work with proprietary and third-party technology platforms.

Jennifer Boyle is a Series 65-licensed financial advisor at Nilsine Partners, LLC with two years of industry experience. She previously worked at UMB Family Wealth, LLC and UMB Bank from 2013 to 2022. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing a private investments platform to approved investors.

Hunter Bremer is a financial advisor with Axos Invest, Inc and has nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and DC Centre. Bremer is part of a team-based advisory model at Axos Invest. Axos Invest serves retail individual clients through automated advisory services using model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm employs a lifecycle-based asset allocation process supported by ongoing monitoring and discretionary portfolio management.