Kevin Hocker is an advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Sound Income Strategies LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. Outside of his advisory role, Hocker is CEO and owner of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, offering financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and model portfolios, employing AI-based tools and providing both project-based planning and ongoing asset-management services.

Gregory Schowe is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks and J P Turner & Company Capital Management. Schowe also engages in insurance sales through an affiliated agency, spending limited time on this activity. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base ranging from individual investors to foundations and estates. The firm employs a multifaceted investment approach, utilizing fundamental, cyclical, and technical analysis, and offers model-based programs alongside access to third-party asset managers.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Cyrus Pearo is a CFP® and Series 66 professional with 10 years of industry experience. He is currently an advisor at Investment Management Associates, where he has worked since 2022. Prior to that, he held roles at Breakaway Capital Advisors LLC and TIAA-CREF. Outside of his advisory work, Pearo is an enrolled agent who prepares personal tax returns and competes as a professional cyclist. Investment Management Associates offers discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and various institutions. The firm employs an active value investing approach focused on quality, valuation, and growth, managing concentrated equity and fixed income portfolios with income-oriented strategies.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at CVA Family Office, LLC since 2016. Outside of his advisory role, he is a managing member of MDBHBZ Investments, LLC and participates in the Entrepreneur Private Investment Club (EPIC), a network focused on private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, with a focus on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation across a range of investment vehicles.

Michael Percy is a financial advisor at Public Advisors LLC in Denver, CO, holding a Series 66 credential with two years of industry experience. Prior to joining Public Advisors, he worked at Fidelity Investments and was self-employed in various capacities. Outside of his advisory work, Percy is involved in music as an artist and manages an e-commerce business selling products on Amazon. Public Advisors serves individual investors through an internet-only platform, offering discretionary portfolio management with a software-driven investment process that includes Treasury ladders, direct indexing, and AI-customized portfolios. The firm manages a large client base using automated trading, rebalancing, and tax-loss harvesting to pursue tracking and tax-efficiency goals.

Declan Lane is a CFP® certificant and financial advisor with five years of industry experience. He is currently with Capital Investment Counsel, LLC, where he has worked since 2023. Prior to joining CIC, he held roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and government entities. The firm employs a blended investment approach based on fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory, tailoring strategies to client risk tolerance and time horizon.

Chase Adler is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses with 12 years of industry experience. He previously worked at Morgan Stanley and Charles Schwab before joining EdgeRock. Outside of his advisory role, he also serves as a consultant and industry expert for Guidepoint and AlphaSights on business topics. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, offering ongoing portfolio monitoring and educational resources.

Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Cigna, Emist, and Morningstar Partners, L.P., as well as academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and private investment introductions. The firm uses multiple investment strategies tailored to client risk profiles and operates alongside an affiliated adviser managing private pooled investment vehicles.

Cynthia Hinds is a financial advisor with Hinds Financial Group Inc. in Lakewood, CO, holding a Series 63 designation and over 43 years of industry experience. She has worked with Cetera and Cetera Wealth Services, LLC, and has been leading Hinds Financial Group since 2004. Outside of advisory work, she is licensed as an insurance agent offering life, health, disability, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions, providing discretionary portfolio management, mutual fund selection, and financial planning services. The firm employs risk-based, long-term asset allocation strategies, uses third-party managers, and actively monitors and rebalances portfolios to align with client needs.

Logan Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Horizon Wealth and Emerson Equity, having held positions at firms including Crux Wealth Advisors and Charles Schwab. Horizon Wealth is a seven-advisor team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, managing approximately $147 million in discretionary assets.

Brett Frascati is a financial advisor with Claro Advisors Inc. in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Dash Investments. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes a fundamental, long-term investment approach, incorporates AI tools in research, and manages private pooled vehicles and specialized strategies for qualified investors.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Samuel Stacey is a financial advisor at Nilsine Partners, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Pepsico and Becoming Your Best Global Leadership. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, actively overseeing model portfolios through a combination of internal management and selected external managers.

Sydney Levy is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Invictus Private Wealth, LLC since 2022 and previously at UBS from 2018 to 2022. Levy began her career after completing her studies at the University of Maryland. Invictus Private Wealth, LLC serves individuals, high-net-worth clients, trusts, employer retirement plans, and business entities with investment advisory and financial planning services. The firm uses a multi-disciplinary investment approach combining fundamental, technical, quantitative, and sector analysis with alternative investments and options strategies, managing portfolios on a discretionary basis.

Travis Tom is a financial advisor at Endeavor Private Wealth, Inc. with 16 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of his advisory role, he serves as a commission member on the Colorado Independent State Elected Official Pay Commission. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using a combination of active and passive strategies and offers a range of wealth management, financial planning, and fiduciary services.

Devin Pope is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Nilsine Partners, LLC since 2023. He previously worked at Albion Financial Group for 17 years. Outside of advising, he manages R&N Ventures, LLC, which owns vending machines. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm offers a private investments platform and actively manages model portfolios through both internal allocations and selected external managers.

Teresa Friess is a financial advisor at Nilsine Partners, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch during her career. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform, utilizing model portfolios that combine internal allocations and selected external managers.

Darrin Brown is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also owns and operates Solid Money Solutions, an insurance agency specializing in life, long-term care, disability, and Medicare insurance contracts. Elevated Capital Advisors serves a diverse client base including individuals, trusts, retirement plans, and corporations, providing investment management and financial planning through independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis, offering both strategic and tactical asset allocation alongside various portfolio management and consulting services.

Darin Snow is a financial advisor at Denver PWM, LLC in Denver, Colorado, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Denver Private Wealth Partners LLC and Vista Private Wealth Partners LLC since 2014. Outside of advisory services, he is licensed to sell limited insurance products as a minor part of his practice. 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 model and constructs portfolios using a blend of mutual funds, ETFs, fixed income, and alternative investments, incorporating fundamental and technical analysis alongside strategic asset allocation and tax-aware management.