Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. 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 employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

Matthew Curley is a financial advisor with Xcelsior Advisor Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Robert W Baird & Company and Citigroup Global Markets. He is also CEO and wealth advisor at Excelsior Capital Group and registered with The Leader Group to provide limited brokerage services. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, employing both bespoke and model portfolios while providing access to alternative and private investments.

Vincent Otterbein is a CFP® with seven years of industry experience, currently an advisor at Colorado Capital Management in Boulder, Colorado. Before joining Colorado Capital Management in 2020, he worked at Charles Schwab & Co., Inc. and 8z Real Estate. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm emphasizes a written investment policy, long-term fundamental analysis, regular rebalancing, and quarterly reporting, offering discretionary and non-discretionary portfolio management along with ESG investment options and retirement-plan advisory.

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.

James Carr is a financial advisor at Keystone Global Partners LLC in Denver, CO, holding Series 65 and Series 66 designations with 13 years of industry experience. He has been with Keystone Global Partners since 2010. Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and exit advisory to affluent individuals, families, charitable organizations, and institutions. The firm manages over $580 million in assets and focuses on large, complex relationships supported by an integrated family-office approach and a formal Investment Committee guiding diversified portfolio construction.

Andrew Gilson is a financial advisor at Colorado Capital Management in Boulder, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Colorado Capital Management since 2007. 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 emphasizes long-term fundamental analysis, written investment policy statements, and regular monitoring and reporting, serving approximately 234 client households with a team of ten advisors.

David Goldstone is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Condor Capital Management since 2016, with a brief two-year tenure at Backend Benchmarking, and prior experience at First National Bank of Omaha. He is currently based in Denver, CO, and is part of an 18-advisor team at Condor Capital Wealth Management. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a wide range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

John Weidner is a financial advisor with Investment Research Corp in Mesa, AZ, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has worked at World Capital Brokerage, Pioneer Mutual Life, Weidner Financial Group, and Provident Mutual. He is president of Weidner Financial Group, Inc., an insurance services firm. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a fundamental approach to security analysis and offers both discretionary and non-discretionary management, including municipal securities and investment company services.

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.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Cory Underwood is a CFP® and CFA® with 22 years of experience in the financial services industry. He currently works at Crusonia Wealth Advisors LLC and has held positions at several firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., and National Asset Management. Underwood serves as chair and past president of the Financial Planning Association’s Colorado chapter. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering a multi-disciplinary investment approach that includes discretionary portfolio management, standalone financial planning, and consulting. The firm integrates various asset classes and analysis methods, and is affiliated with a related CPA firm providing tax services.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Tifin and Picwell, Inc. Outside of financial advising, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning company. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and utilizes a range of trading strategies, including derivatives and options, to build tailored portfolios under both discretionary and non-discretionary management.

Lloyd James is a financial advisor at Wellesley Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Calamos Advisors LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Advisors from 2016 to 2023. Outside of his advisory role, he also works as a licensed insurance agent and serves as co-trustee for his father’s trust. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios that combine passive and active strategies and manages most of its assets through a wrap fee program.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.