Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

Rex Emery is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners, LLC and DMK Advisor Group. Outside of his advisory duties, he is a co-owner of Project Black, LLC, an entity involved in private investments in pre-IPO companies, and he advises on features for an estate planning website, Get SNUG Inc. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with sub-advisers for model management and trading support.

Bethany Aylor is a financial advisor with Peak Asset Management, LLC in Louisville, Colorado, holding CFP®, Series 63, and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan, and she is also a federally-authorized Enrolled Agent, qualified to represent taxpayers before the IRS. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, tailoring portfolios to client-specific investment policies and employing both individual security selection and mutual fund/ETF strategies.

Joseph Morris is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes positions at Transamerica Capital Inc and Whole Foods Market. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm utilizes independent clearing accounts and wrap programs, incorporating ESG analysis when requested, and communicates with clients through newsletters and educational seminars.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Mountain Capital since 2019. Outside of finance, he is a commercial pilot for Frontier Airlines, a role he has held for over 25 years. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million and offers customized investment strategies focused on long-term approaches using diversified mutual funds, ETFs, and selected individual securities.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Matthew Dupree is a CFA® charterholder with 25 years of industry experience. He is currently with Denver PWM, LLC, a team of seven advisors based in Denver, CO. His prior experience includes roles at Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using a mix of investment instruments, fundamental and technical analysis, strategic asset allocation, and tax-aware management.

James Booth is a financial advisor at Legacy Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory role, he is a United Airlines pilot and a seasonal ski instructor for Alterra Mountain Company. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with third-party sub-advisers for model management and trading.

Ryan Patterson is a financial advisor at Indivisible Partners in Golden, CO, holding a Series 65 designation. He has one year of industry experience, with prior roles including positions at HSBC and Ride Wealth Partners, as well as consulting work through DieCastRyan Consulting. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework overseen by an investment committee and offers a range of investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.

Emily Lucero is a CFP® with five years of industry experience, currently serving as a financial advisor at Colorado Capital Management. She previously worked at Raymond James Financial Services from 2016 to 2023. Outside of her advisory role, she volunteers with the Longmont Community Foundation. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm manages approximately $638 million for about 234 client households, emphasizing written investment policy statements, long-term fundamental analysis, and quarterly reporting.

Jordan Ney is a financial advisor at Blue Water Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. He has worked at Blue Water Wealth since 2022 and previously held positions at Back Office Connection, Evestnet Tamarac, and Invesco Distributors, Inc. Blue Water Wealth is a team of 11 advisors serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to build customized portfolios, managing approximately $473 million in discretionary assets.

Jessi Andrews is a CFP® with 21 years of industry experience, currently serving at InterWealth Management, LLC since 2023. Prior to joining InterWealth, she worked at New Frontier Advisors LLC and SEI Investments in various roles from 2015 to 2023. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective tactical adjustments.

Byron Wilson is a financial advisor with The Millstone Evans Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Vanguard Marketing Corp., Robinhood Financial, and Jackson National Life Distributors LLC. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering portfolio management and financial planning through discretionary and non-discretionary advisory services. The firm employs a diversified investment approach incorporating mutual funds, ETFs, stocks, fixed income, and specialized strategies, and manages client portfolios via independent clearing accounts and wrap-fee programs.

Cassidy Steck is a financial advisor at Peak Asset Management, LLC with seven years of industry experience. He holds the Series 66 credential and has worked at several firms including Morgan Stanley, Rockefeller Financial LLC, and LPL Financial LLC prior to joining Peak Asset Management. Cassidy is based in Louisville, Colorado. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policies.

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.