Mickale Gilbert is a financial advisor with Lord and Richards and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his financial career, he is the owner of GrailP&S LLC, an e-commerce business unrelated to financial services. Lord and Richards Wealth Management, LLC offers portfolio management and wealth services primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages client accounts on a discretionary basis with assets custodied at Schwab Institutional.

Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Capital Peak, LLC, Worth Street, LLC, Moreton Capital Markets, and Capital Markets Consulting. He serves on the Board of Directors and as Committee Chair for the Risk Management Association - Rocky Mountain Chapter and is a member of the Investment Advisory Committee for the City and County of Denver, as well as Committee Chair for the University of Colorado Business Economic Outlook Forum and Financial Activities Committee. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations, employing a goals- and risk-based approach with core/satellite portfolio construction. The firm integrates tax and estate consulting with portfolio management and maintains close coordination with an affiliated accounting practice.

William Snider is a financial advisor at ONE Advisory Partners, LLC with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous work includes roles at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management. The firm offers globally diversified portfolios, ongoing portfolio monitoring, and a Virtual Family Office that coordinates planners, investment managers, tax professionals, and attorneys.

Jerad Daniels is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work history includes roles at Charles Schwab and DeMarche Associates. 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 integrates fundamental and technical analysis with strategic and tactical asset allocation, overseeing portfolios on a discretionary basis and offering educational resources such as newsletters and webinars.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.

Zachary Roberts is a financial advisor at Blue Heron Capital with four years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Capital Management. Outside of advising, he is also licensed as an insurance agent for life and health products through an affiliated insurance agency. Blue Heron Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments.

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Tyler O'dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with five years of industry experience. Prior to joining EdgeRock in 2021, he served five years as an attorney in the 21st Judicial District. Outside of his advisory role, he is active in community organizations, serving as president of the Grand Junction Horizon Sunrise Rotary Club and holding board positions with the Center for Children and the Rocky Mountain Elk Foundation. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations through discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic and tactical asset allocation and includes tax planning services through an affiliated entity.

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

William Meyers Jr. is a CFP® with 14 years of industry experience, currently serving at Lord and Richards Wealth Management, LLC. He previously worked at Commonwealth Financial Network and Towers Wealth Management Inc, among other firms. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts on a discretionary basis using a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory.

Ryan Connolly is a financial advisor at 3EDGE Asset Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of his advisory role, he is the founder of Solve It Bracket Apps, LLC, a company that designs and creates phone-based apps. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing, typically implementing strategies using ETFs and, in some cases, derivatives and borrowing for tactical exposure.

Jonathan Stirling is a financial advisor at Westwind Capital with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management and Northwestern Mutual Wealth Management Company. Westwind Capital provides asset management and financial planning services to individuals, trusts, retirement plans, and pension plans through its FOCUS Program, using a disciplined investment approach with a mix of securities, mutual funds, ETFs, and customized strategies. The firm offers portfolio management for both individual and institutional clients, including specialized options strategies.

Troy Reeder is a financial advisor at MDRN Capital with 18 years of industry experience. His prior roles include positions at ATLAS Lifestyle Planning Group, Prudential Financial Planning Services, and Guardian Life Insurance. He serves as president of the board of directors for The Enclave at DTC Homeowners Association, a nonprofit organization in Englewood, CO. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Brett Stone is a CFP® with 29 years of industry experience, currently serving at Impact Capital Partners LLC since 2024. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved in a family food business startup, supporting his wife who is the CEO. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers fiduciary discretionary portfolio management using diversified, primarily low-cost investment strategies with a range of analytical methods tailored to client objectives.

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Ryan Williams is a CFP® professional with 14 years of experience in the financial industry. He has worked at G&S Capital LLC since 2016 and is also a member of R L Squared, LLC, a real estate personal-use venture. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm employs tailored investment programs incorporating fundamental and technical analysis, asset allocation, and regularly monitored portfolios, with a notable emphasis on options and other derivative or structured products.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.

Chase Rojas is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, as well as work with PowerPoints LLC. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and employs a model portfolio approach with oversight of third-party subadvisors and a co-advisory arrangement.