Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

David Frum is a financial advisor at Denver Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Providence Capital Partners Inc./Denver Wealth Management Inc. since 2016, with prior experience at Western Wealth Management, LLC and LPL Financial, LLC. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process that includes custom portfolio construction, annual rebalancing, and a proprietary investment scoring system integrating ESG factors, utilizing both discretionary management and algorithm-driven portfolios.

Scott Holloway is a financial advisor at Clear Creek Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek Advisors since 2026. Prior to this, he spent seven years with Cambridge Investment Research and has been associated with Lexco Corporation since 2016. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and utilizes third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients.

Kyle Gerken is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 credential with four years of industry experience. His prior experience includes roles at Charles Schwab and Crestone Securities LLC, along with time as a full-time student. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm develops individualized investment strategies using a combination of fundamental and technical analysis, strategic asset allocation, and value-oriented approaches, and offers services including discretionary portfolio management, financial planning, and educational workshops.

Daniel Barton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sachem Hill LLC, where he has worked since 2026. Prior to joining Sachem Hill, he held positions at Pathstone, Crestone Capital LLC, and Goldman Sachs. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds. The firm generally favors passive management using ETFs and mutual funds for core exposures while actively managing less efficient asset classes such as private equity and venture capital.

Carter Hall is a financial advisor at Nilsine Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously held roles at Brigham Young University - Hawaii, Rich Day Group, and Motiv Health, among others. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party managers. The firm also operates a private investments platform and serves as an investment adviser to feeder and master funds, actively managing model portfolios and sourcing investments for institutional and accredited investors.

James Stover is a financial advisor at SEM Wealth Management with 19 years of industry experience and a Series 65 designation. He has worked at Stover Consulting Corp since 2015 and at Distribution Systems, Inc. since 2005. Outside of his advisory role, he is a partner and employee at a company that provides sales and marketing solutions, sales coaching, and sales management for small to mid-size financial service companies. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages about $920 million in client assets and employs tactical, dynamic, and strategic investment models based on technical and quantitative analysis, implementing portfolios primarily with mutual funds, ETFs, and, when appropriate, leveraged and inverse funds.

Jon Lontai is a financial advisor at Arcus Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he coaches junior mountain bike riders for the Avout Racing Team. Arcus Capital Partners provides investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in assets and utilizes both discretionary and non-discretionary approaches, including allocations to a broad range of investment vehicles and strategies.

Jeffrey Welty is a CFP® professional with 20 years of industry experience, currently affiliated with Heirloom Wealth Management LLC. He previously worked for Jackson National Life Distributors LLC for 12 years. Outside of his advisory role, he serves as managing member of Stratum Wealth Management Inc., an entity used for bookkeeping and payroll, and holds a life and health insurance producer license in Colorado. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations through a team of 18 advisors, managing over $1.1 billion in assets. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and strategic portfolio allocations.

Ian Sallee is a financial advisor at Financial Security Management, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Financial Security Management, he worked in various roles including positions at APEX Recreation District and Home Depot. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm manages approximately $611.5 million in client assets and employs asset-allocation strategies informed by modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and participant education.

William Miller is a financial advisor at Heirloom Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory role, Miller is an insurance agent licensed in Colorado, handling life, accident, and health insurance. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion across approximately 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, and specialized retirement and tax advisory services, employing a goal-based planning approach and various portfolio strategies.

Ginny Robinson is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at William Blair & Company for four years and Merrill for nine years. Class VI Family Office advises individuals, primarily business owners, executives, and entrepreneurs, on wealth planning and investment management, with a focus on navigating significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Christian Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. He is also the owner of FOBO LLC, a non-investment-related holding company based in Golden, 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 approach based on Modern Portfolio Theory and combines multiple analytical methods to construct diversified portfolios, managing over $1.18 billion primarily on a discretionary basis.

Craig Sorenson is a financial advisor with ELE Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been involved since 2009. Sorenson is also associated with several related financial and insurance businesses. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning services to individuals, business owners, and charitable organizations. The firm employs a fundamental analysis approach with customized Investment Policy Statements, primarily managing client assets on a non-discretionary basis and offering a range of investment products alongside affiliated business services.

Stephan Dickens Greenaway is a financial advisor with ELE Advisory Services, Inc., holding a Series 65 designation and two years of industry experience. He is the owner of WealthFit LLC, a business focused on the youth and athletic market that combines fitness planning with financial literacy education. His prior work includes roles in insurance and pension consulting. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, with most client accounts managed on a non-discretionary basis.

Robert Fillmore is a financial advisor at Synergy Financial Partners, LLC with 48 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC, SII Investments, Inc., Park Avenue Securities LLC, and Guardian Life Insurance Co. In addition to his advisory role, he is an independent insurance producer specializing in life and long-term care insurance. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Brian Rettig is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Denver Private Wealth Management and Vista Private Wealth Partners LLC since 2017 and previously worked at The Institute for Wealth Management from 2014 to 2017. He also conducts business under Denver Private Wealth Management to market his advisory services. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using fundamental and technical analysis, strategic asset allocation, and tax-aware management practices.

Melissa Wagner is a financial advisor with Legacy Wealth Partners, LLC in Lakewood, CO, holding a Series 66 designation and having 21 years of industry experience. Her prior roles include positions at DMK Advisors, Aveo Capital Partners, and Equitable Advisors. Outside of advisory work, she is the owner of Red Rocks Planning Group, LLC, a consulting firm in the gas and diesel industry. Legacy Wealth Partners, LLC is a multi-advisor team providing financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach incorporating fundamental, technical, and cyclical analysis, with investment strategies that include derivatives and borrowing within separately managed accounts.

Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. 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 global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.

Marc Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has three years of industry experience. Prior to joining Global Wealth Strategies, he worked at Equitable Advisors, LLC and held roles outside of finance, including at Lucid (Hearing Lab Technology). Outside of advising, he coordinates a project database for Gray Hawk Land Solutions. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm manages approximately $457 million across 921 clients using a top-down, macro-environmental approach to tactical asset allocation supported by sub-advisers and direct indexing strategies.