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.

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.

Matthew Medeiros is a financial advisor with The Institute in Denver, CO, holding a Series 63 designation and 27 years of industry experience. He has worked at RMIN Securities since 2005 and has been affiliated with the Institute for Wealth since 2003. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets, including private pooled vehicles.

Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Kyle O'Dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. Outside of advisory work, he owns a marketing business that supports EdgeRock Wealth Management. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, model portfolios, and access to independent managers, employing a blend of fundamental and technical analysis alongside strategic and tactical asset allocation.

Spencer Wynant is a CERTIFIED FINANCIAL PLANNER™ professional at Peak Planning Group, LLC with 13 years of industry experience. He has worked at Peak Planning Group since 2017 and previously was employed at Raymond James Financial Services Advisors Inc. from 2016 to 2017. Outside of his advisory role, Wynant is a proprietor of a personal investment club with two college friends focused on real estate and brokerage account investments. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred accounts using a primarily long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities when appropriate.

Mckenzie Ebbesen is a CFP® and Series 63-licensed financial advisor with 17 years of industry experience. She has worked at Bason Asset Management since 2018 and previously held roles at HighTower Securities, Kaplan Financial, M.J. Smith & Associates, and Raymond James Financial Services. 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 focused on custom portfolios built primarily with mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

Andrew Stenzel is a Series 66 licensed advisor at Lord and Richards with 13 years of industry experience. His prior roles include positions at Edward Jones, Waddell & Reed, and LPL Financial. Lord and Richards Wealth Management, LLC is a team-based firm providing portfolio management and wealth services to individuals and high-net-worth clients. The firm manages approximately $128.8 million across over 1,200 clients, employing a combination of fundamental, technical, and quantitative approaches within a discretionary investment framework.

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Robert Foss Jr. is a CFA® charterholder with eight years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior roles include positions at AE Wealth Management and Reverse Polish, LLC. Outside of his advisory work, he is involved as an owner and board member of an industrial and rock-slinging business. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a combination of fundamental and technical analysis alongside strategic and tactical asset allocation.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Daric Olson is a financial advisor with PCM Encore, LLC in Denver, CO, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Invesco Advisers, Inc., Russell Investments, Nuveen Asset Management, and Advisors Asset Management. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets using a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and strategic asset allocation.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services in various capacities prior to joining Aspen Wealth Strategies in 2020. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations with approximately $312 million under management. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, alternatives, and options, alongside proprietary quantitative models.

David Holland is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and Great West Financial. Outside of his advisory role, Holland owns Holland Business Consulting, LLC, which provides CPA and tax preparation services. Global Wealth Strategies and Associates offers discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to asset allocation and integrates tailored growth and fixed-income strategies, often coordinating with outside professionals to meet client objectives.

Ralph Rigler is a CFP® professional with eight years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at Core Wealth Management, TIAA-CREF, Creative Planning, Exencial Wealth Advisors, and JPMorgan Securities. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee, planning-level engagements without managing investment portfolios or recommending specific securities. The firm serves individual clients with offerings such as Roth conversion strategies and comprehensive financial plans, and coordinates with independent CPA firms for tax return preparation.

Daniel Carreno is a financial advisor at Natural Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fred Alger & Company and Ethos ESG. He is also involved with O-Six Impact Partners, LLC. Natural Investments is a values-focused advisory firm providing financial planning and portfolio management primarily for individuals, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and long-term strategies using socially responsible investments, operating under a public-benefit structure with a unique ownership model.