Calvin Lennberg is a financial advisor at Advanced Investments with 12 years of industry experience. He holds a Series 65 designation and has worked as an independent insurance agent since 2010. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning and discretionary portfolio management, along with education planning and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, and offers additional services including insurance products, real estate sales, and mortgage services.

Bryan Jarman is a financial advisor at Panorama Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Infinium Investment Advisors. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts and estates, providing discretionary investment management, financial planning, and consulting. The firm employs an investment process based on modern portfolio theory and utilizes model portfolios with active rebalancing and risk management.

Nichole Graham is a CFP® professional with two years of industry experience, currently advising at Regista Financial Strategies, LLC. She has worked in financial advisory roles at multiple firms including Fonte Financial Advisors and Wellspring Divorce Advisors. In addition to her advisory duties, she provides divorce financial planning services on an hourly contract basis through Wellspring Divorce Advisors. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients through discretionary portfolio management and comprehensive financial planning. The firm combines passive and active strategies within a tailored asset-allocation framework and emphasizes specialized financial planning, including divorce financial planning.

Kelly Kyler is a financial advisor at Perla Wealth LLC with 15 years of industry experience and a Series 66 credential. Prior to joining Perla Wealth in 2026, Kyler worked at Arx Advisors, Daniel Day, David Loven, Northwestern Mutual Wealth Management Company, Glen Babcock, and Northwestern Mutual Investment Services LLC. Kyler also serves as Chief Compliance Officer and Chief Operating Officer at ARX ADVISORS, providing investment advice and managing the firm. Perla Wealth LLC is a two-advisor investment management firm that offers discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm utilizes proprietary investment models combining fundamental, technical, quantitative, and economic analysis, tailoring solutions to clients’ specific needs while leveraging technology platforms including Wealth.com.

Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.

John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.

Karen Jorgensen is a financial advisor at Sanctuary Advisors in Denver, CO, with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Sanctuary Advisors since 2016, alongside prior roles at Geneos Wealth Management and various Sanctuary-related entities. Sanctuary Advisors provides tailored investment advisory services primarily to high-net-worth individuals, corporations, and endowment foundations. The firm manages assets on a non-discretionary basis, using a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to guide personalized investment strategies.

Joseph Mascioli is a financial advisor with Berenz Wealth Management, LLC in Littleton, Colorado, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. He also maintains an active insurance practice as a sole proprietor. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual clients, including high-net-worth households, and small businesses. The firm employs a fee-only model and combines fundamental, technical, and cyclical analysis to inform its investment process, incorporating strategies such as long-term holdings, active trading, option writing, leverage, and derivatives within separately managed accounts.

Matthew Rillos is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Full Financial Inc. since 2024 and previously spent 16 years at Financial Counseling Associates Inc. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in assets for around 259 clients, offering discretionary portfolio management and planning in areas including retirement, education, tax, estate, and business needs.

Kenneth Macdonald Jr. is a financial advisor at Panorama Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sigma Financial Corporation and Purshe Kaplan Sterling Investments, Inc. He is also involved in providing insurance advice through MacDonald Financial Services, Inc. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, trusts, and estates, offering discretionary investment management, financial planning, and consulting. The firm employs an investment approach based on modern portfolio theory, combining fundamental stock screening, independent research, and technical analysis, while actively managing market risk and conducting regular account reviews.

Scott Schubert is a CFA® charterholder with 16 years of industry experience. He has been with Sonoran Capital Management, LLC since 2010 and is also affiliated with New York University. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies with fixed income and derivatives used mainly for hedging. The firm employs a top-down global macro process supplemented by a proprietary model to guide investment decisions and manages portfolios according to firm strategies rather than individualized security selections.

Steven Higgins is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. His prior experience includes roles at LPL Financial and Raymond James Financial Services. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses modern portfolio theory to construct diversified portfolios and manages approximately $279 million in client assets.

Peter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.

Jacqueline Battista is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. She is currently with CorePath Wealth Partners LLC in Denver, CO, where she has worked since 2019, including a prior tenure at Ameriprise Financial Services. Outside of her advisory role, she is a licensed insurance professional. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans, offering discretionary investment management and financial planning services. The firm employs a fiduciary approach with in-house portfolio construction and third-party platform integration, emphasizing ongoing personal contact and structured educational programs, including a subscription platform focused on financial education for women.

John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, A. G. Edwards & Sons, and Transamerica Financial Advisors. Since 2007, he has been leading his own advisory firm. J.W. Jarvis Investment Advisors provides tailored portfolio management services to individuals and families, focusing on direct securities and limited options strategies rather than mutual funds or foreign securities. The firm emphasizes fundamental and sector analysis, separating core long-term holdings from sector-rotation positions, and incorporates risk management with regular account reviews.

Jason Billingsley is a CFA® charterholder and holds a Series 66 license, with 14 years of experience in the financial industry. He is currently associated with 5280 Capital and has worked at Commonwealth Tax Services, LLC and Commonwealth Investment Advisors LLC since 2013. In addition to his advisory role, he is licensed to transact accident, health, life, disability, and long-term care insurance. 5280 Capital provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and pooled investment vehicles. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to tailor portfolios and manages both separately managed accounts and a private pooled fund.

James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.

Nicole Araya is a financial advisor with Seven Mile Advisory LLC in Denver, CO, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Evercore Partners and Crestone Asset Management, LLC. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients, often utilizing third-party managers and a combination of passive and active strategies. The firm manages approximately $417 million in discretionary assets and advises on over $1.5 billion, focusing on a limited number of sophisticated client relationships.

I started my career in financial services in 2004 at GE Capital in New York City. Since then, I've spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, I completed hundreds of financial and investment plans for high net worth and ultra high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships. I'm a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®. I founded Inclinevest almost a decade ago to provide fee-only financial planning and wealth management for successful professionals preparing for retirement and the next chapter of life, helping clients reduce taxes, create reliable retirement income, manage investments, and make confident decisions with the wealth they've built. I have particular experience working with technology and aerospace & defense professionals, including employees of RTX/Raytheon, Lockheed Martin, ULA, Anduril and Northrop Grumman. As a fiduciary, I work exclusively for my clients. I don't sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.

Charles Brant is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Branzan Investment Advisors, Inc. since 2011. Outside of his advisory role, he manages several private investment entities focused on illiquid alternative asset investments. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach utilizing low-cost mutual funds, ETFs, individual securities, independent managers, and alternative investments as appropriate.