Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as brief roles at PNC Wealth Management and CIG Asset Management. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines passive core holdings with active tactical overlays. The firm manages approximately $231 million in assets for about 61 clients and emphasizes personalized, written Investment Policy Statements without using third-party sub-advisers.

Zachary Paul is a CFP® with 11 years of industry experience, currently serving at Fermata Advisors. He previously worked at Sonoma Wealth Advisors, LLC and Edward Jones, with six years at each firm. Outside of his advisory role, he is involved in insurance consulting and manages several rental properties. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services, employing a coaching-centered client relationship model and a variety of analytical approaches to inform portfolio allocations.

Christopher Conmy is a financial advisor at Alpha Capital Family Office, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aaron Wealth Advisors, Carson Group, Cetera Advisor Networks, LPL Financial, and Pillar Financial Advisors. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and small businesses by providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with regular reviews and incorporates third-party managers and alternative investments with ongoing oversight.

Andrea Searle is a CFP® professional with 20 years of industry experience, currently serving at Schaefer Financial Management, Inc. since 2001. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages residential real estate investments with her husband. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, tax-sensitive asset allocation and operates primarily on a non-discretionary basis.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.

Richard Whipple Jr. is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked with WhippleWood Advisors since 2016. Prior to this, he was associated with Whipplewood CPAs for over four decades. Besides advising, he is a licensed insurance agent offering fixed and health insurance products. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a goals- and risk-based investment approach, integrating tax and estate consulting, and coordinates closely with its affiliated accounting practice.

Luke Horner is a financial advisor with Denver Wealth Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at LPL Financial, ICAT, Marcus and Millichap, and roles outside finance such as teaching at Houston Baptist University and Midway High School. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans with financial planning and portfolio management services. The firm uses a disciplined process called Plan, Quality, Capture & Collect, incorporating modern portfolio theory, annual rebalancing, and low-cost mutual funds and ETFs, alongside a proprietary Summit Investment Process that evaluates investment opportunities across multiple variables including ESG factors.

Daniel Willis is a financial advisor with Edgerock Wealth Management in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Willis is involved with Movement Gyms and Hapa Sushi Bar & Grill. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and model-portfolio selection. The firm uses a combination of fundamental and technical analysis along with strategic and tactical asset allocation and value-investing approaches, managing most accounts on a discretionary basis.

Mark Jaeger is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, BRC Investment Management, LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. In addition to his advisory work, Jaeger holds an active CPA license, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He previously worked at Modern Capital Advisors and Farmers Financial Solutions LLC, and serves as a director for Legal Shield in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, employing a fundamental, value-oriented investment approach with a multi-manager strategy. The firm also sponsors the Sterling Fund, a pooled investment vehicle focused on conservative, long-term value investing.

Adam Barringer is a CFP® professional at BXM Wealth LLC with 13 years of experience in the financial industry. He previously worked at Schwab Wealth Advisory and Charles Schwab, accumulating 10 years of experience before joining BXM Wealth. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that includes passive core holdings with active tactical overlays. The firm manages approximately $231 million in assets for about 61 clients and employs strategies such as options trading and tax-loss harvesting within a framework of documented investment policies.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab bank and Charles Schwab for over 19 years combined, as well as Ameriprise for two years. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million in assets. The firm uses a blended investment approach combining passive core strategies with active tactical overlays and offers both discretionary and non-discretionary management tailored to client preferences.

Katherine Fortna is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Private Client Services, Crown Capital Securities LP, and Michaels of Denver. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a range of model portfolios based on Modern Portfolio Theory, combined with active management techniques, and conducts regular portfolio reviews by its investment team.

Cassidy Butler is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently associated with A & I Wealth Management and Geneos Wealth Management, and has prior experience at Rehberg Law Group and in educational roles. Outside of advising, she serves as an education coordinator at Mission Hills Church. A & I Wealth Management is a nine-advisor team managing over $460 million in assets, serving individual clients, retirement plans, trusts, estates, and business entities. The firm offers customized asset management and financial planning using multiple model portfolios, third-party managers, and a variety of investment strategies, with both discretionary and non-discretionary account options.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.

Stacey Frank is a Series 66 licensed advisor with 19 years of industry experience. She is currently with A & I Wealth Management and has worked at Geneos Wealth Management and A & I Financial Services LLC since 2005. Outside of advisory work, she serves on the board of Tall Tales Ranch. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm uses a combination of in-house portfolio management, third-party money managers, and multiple model portfolios to serve clients, including high-net-worth individuals.

Robert Eckart is a financial advisor at Investment Management Associates with a Series 65 credential. He has eight years of industry experience, including a prior role at Funding Circle before joining his current firm. Investment Management Associates provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $573 million across a few hundred accounts, employing an active value investing approach that incorporates Quality, Valuation, and Growth factors.