Roger Segler is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and three years of industry experience. Before joining Heirloom Wealth Management in 2022, he spent twelve years with All Recycling, Inc. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing approximately $1.1 billion for about 829 clients through a team of 18 advisors. The firm offers discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, incorporating goal-based plans and diversified portfolios.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Michael Euston is a CFP® with 15 years of experience in the financial services industry. He has worked at Heirloom Wealth Management LLC since 2018 and previously at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is a 50% owner of Heirloom Tax Solutions, LLC, which provides tax planning and coordination services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm offers discretionary investment management and financial planning, using a goal-based process and risk assessment tools to develop and manage portfolios.

Angelina Sanchez is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 credential. She has experience with Goldman Sachs and other firms dating back to 2015. EdgeRock Wealth Management serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and providing educational resources such as newsletters and webinars.

Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at LPL Financial LLC and has held various positions including roles at DoorDash and Colorado Christian University. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process and incorporates a proprietary scoring system for portfolio construction, managing over half a billion in client assets through a mid-sized team.

Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 designation with four years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for eight years. Scarecrow Advisors, LLC serves individual and institutional clients by providing discretionary investment supervisory services, including developing investment policy statements, asset allocation, and ongoing portfolio monitoring. The firm employs a combination of fundamental, technical, and cyclical analysis with both strategic and tactical asset-allocation approaches tailored to client goals and risk tolerances.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

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.

James Osborne is a CFP® professional with 15 years of industry experience, currently serving at Bason Asset Management since 2012. He holds Series 63 and Series 65 licenses and works from Lakewood, Colorado. Bason Asset Management provides portfolio management and financial planning services to individuals, families, retirement plans, foundations, endowments, and other nonprofit organizations. The firm follows a passive investment philosophy based on the Efficient Market Hypothesis, using primarily mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

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.

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.