Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for five years. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, providing portfolio management and investment supervisory services. The firm uses a combination of fundamental, technical, and cyclical analysis with proprietary models and third-party managers, employing both strategic long-term allocations and tactical shifts, including advanced strategies such as short-term trading, inverse and leveraged funds, short sales, margin, and covered options.

Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with three years of industry experience. He previously worked at Charles Schwab and has held various roles including positions at Colorado State University and the City of Fort Collins. Krier holds Series 66 and Series 63 credentials. Stordahl Capital Management provides financial planning, consulting, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm follows an evidence-based investment philosophy emphasizing strategic asset allocation, global diversification, and periodic rebalancing across a range of model portfolios.

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. Prior to joining Sharkey Howes & Javer, she worked at Charles Schwab bank and Charles Schwab & Co., Inc. Nicole has held various roles outside of finance, including positions at Ascend Cannabis Co., Wag, and Nickel Restaurant. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach and offers discretionary management across multiple asset classes, including ESG overlays and employer-focused 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 a financial advisor at Class VI Family Office, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple entities within the Class VI group since 2004. Younger is the CEO of Class VI Partners, LLC, a consulting business in which he devotes significant time, and he is also involved as a managing member in several investment and fund-related ventures affiliated with Class VI. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation, and integrates investment banking, exit-planning, and affiliated fund activities with its wealth management services.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Triumph Capital since 2015, with prior roles at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. Outside of his advisory role, Schowe is also an insurance agent with Triumph Capital, LLC, providing fixed insurance products aligned with client financial plans. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and institutions. The firm employs a multi-strategy investment approach that includes fundamental, cyclical, and technical analysis, using a range of asset classes and model portfolios tailored to various client objectives.

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.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Anderson is involved with the Denver Broncos, assisting fans with mobile ticket access during home games. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and manages approximately $170 million in assets, including a distinctive pooled vehicle known as the Sterling Fund.

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.

Charles Howard is a Series 65-licensed advisor at Quartz Partners Investment Management with 18 years of industry experience. Prior to joining Quartz Partners in 2026, he worked at Athenainvest Advisors LLC for 18 years and serves as CEO and Director of Research at AthenaInvest, Inc., a software services data provider. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment approach combines top-down macro analysis and bottom-up stock selection, overseen by an investment committee that monitors and rebalances portfolios.

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 financial advisor at Ridgegate Advisors, LLC in Englewood, Colorado, holding a Series 65 designation. He has been with Ridgegate Financial since 2016. Ridgegate Advisors provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis while employing both long- and short-term trading strategies tailored to client objectives and risk tolerance.