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.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. 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 provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

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.

Perry Mattern is a CFP® professional with 25 years of industry experience. He has worked at Mattern Capital Management, LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has ownership interests in land acquisition and storage unit businesses. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services, primarily providing discretionary portfolio management with tax-efficient, cost-effective asset allocations that combine active and passive strategies across various asset classes.

Derek Landis is a CFP® with seven years of industry experience, currently serving as an advisor at Normandy Capital Management, LLC since 2018. Prior to joining Normandy, he worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, pensions, and businesses. The firm employs a mix of fundamental, technical, charting, and cyclical analysis within an asset-allocation framework and emphasizes active management guided by client-specific Investment Policy Statements.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Kathrin Biscornet is a Certified Financial Planner® with nine years of industry experience. She has been with BSW Wealth Partners since 2018 and also worked at Sequoia Financial Group and Diversified Asset Management, Inc. Previously based in Boulder, CO, her credentials include the CFP® designation and Series 65 license. BSW Wealth Partners serves a national client base, including individuals, families, business owners, and institutional clients. The firm employs a tactical asset allocation process and offers comprehensive financial planning alongside impact investing strategies through its Visionary Impact Investing program.

Sonya Ziolkowski is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 63 and Series 65 registrations. Prior to joining HTG in 2021, she worked at Sanford C. Bernstein & Co., LLC from 2018 to 2021 and spent six years at the New York Stem Cell Foundation. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a mix of passive, quantitative, and active funds to implement portfolios.

Terri Propp is a CFP® with 13 years of industry experience. She is currently with Global Wealth Strategies and Associates, LLC and previously worked at Colorado Wealth Group LLC and Gill Capital Partners. Global Wealth Strategies and Associates provides 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 tactical asset allocation and constructs tailored growth and fixed-income strategies, typically implementing portfolios on a discretionary basis while coordinating with outside advisors.

Christopher Ofsthun is a financial advisor at Next Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Next Capital Management since 2010, with a brief period away from the firm between 2018 and 2020. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocation strategies and a range of investment options including mutual funds, ETFs, individual equities, and structured products.

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Vincent Polivka is a financial advisor with Vanguard Capital in Denver, CO, holding a Series 63 designation and 37 years of industry experience. He has worked at Vanguard Capital since 1999 and Vanguard Capital Wealth Advisors since 2016. Vanguard Capital is a team of five advisors managing discretionary investment portfolios primarily for individual and high-net-worth clients. The firm integrates financial planning with investment management, focusing on diversification, risk management, and medium- to long-term holding periods, while also offering consulting services related to estate planning, insurance, and retirement plan rollovers.

Tammi Ellis is a Series 65-credentialed advisor at Forty North Wealth with three years of industry experience. She previously worked at Fidelity National Title Insurance and First American Title Insurance before joining Panoramic Investment Advisors, now operating as Forty North Wealth. Ellis also serves as a compliance consultant for Integrated Compliance Advisors, LTD. Forty North Wealth advises individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations. The firm offers discretionary investment management and financial planning services, tailoring allocations based on client interviews and ongoing risk assessments.

Jay Ratterman is a CFA® charterholder with seven years at Paragon Capital Management and nine years of prior experience at ANB Bank. He is based in Denver, CO. Paragon Capital Management, Ltd. provides investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

William Tanner is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Panoramic Investment Advisors and SII Investments, Inc., and is the owner of Tanner and Company, which provides tax preparation services. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management, financial planning, and consulting. The firm utilizes third-party managers and platforms to support tailored investment strategies and reporting.

Dmitry Popov is a Series 65–licensed financial advisor with three years of industry experience. He has worked at BSW Wealth Partners, Inc., a Public Benefit Corporation, since 2021 and previously spent seven years at Summit Portfolio Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies within a multi-advisor team managing approximately $2 billion in assets.

Jennifer Quire is a Certified Financial Planner® with 11 years of industry experience. She has been with Wrenne Financial Planning LLC since 2014, working as part of a six-advisor team in Boulder, CO. Wrenne Financial Planning LLC is an SEC-registered advisory firm serving individual and high-net-worth households as well as corporate clients. The firm follows a passive investment approach, utilizing diversified portfolios of index mutual funds and ETFs combined with comprehensive financial planning and discretionary portfolio management.