Anna Healy is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Impact Capital Partners LLC with 13 years of industry experience. She worked at UBS Financial Services for nine years prior to joining Impact Capital Partners. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds customized portfolios using diversified, low-cost funds supplemented with individual securities and employs multiple analytical approaches to monitor and adjust client accounts.

Nicholas Burke is a financial advisor at Heirloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Heirloom Wealth Management since 2019, following 15 years at Jackson National Life Distributors LLC. Outside of his advisory role, he is an insurance agent licensed to sell life, health, and fixed annuities. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion across about 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, integrating tax services through its affiliate Heirloom Tax Solutions.

Donald Moenning is a financial advisor with Clarus Wealth Advisors, LLC in Castle Rock, CO, holding a Series 65 designation and eight years of industry experience. His prior experience includes three years at Sowell Management Services before joining Clarus in 2018. He is also involved with Granite Capital Advisors, LLC, where he manages investment accounts and conducts client meetings on a limited basis. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework with active portfolio management overlays and excludes certain asset types, conducting regular reviews and offering advice on various legacy positions.

Jackson Potter is a CFP® professional with six years of industry experience. He has worked at Heirloom Wealth Management LLC since 2022 and previously held roles at Potter Financial Solutions, Summit Wealth Advocates, and Cornerstone Wealth Advisors. Heirloom Wealth Management advises a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and trusts, managing over $1 billion through a team of 18 advisors. The firm offers discretionary investment management, financial planning, and donor-advised fund management, applying a goal-based planning process and a risk quantification tool to implement diversified portfolios.

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Kelli Wallace is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding Series 63 and Series 66 credentials and with 17 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 and has been with Financial Security Management since 2014. Outside of advising, she provides tax preparation services and participates in a medical clinical trial organization in Aurora, CO. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management and financial planning with strategies based on modern portfolio theory, alongside retirement plan consulting and participant education.

Desiree Segler is a financial advisor at Heirloom Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and MS Howell & Co. Segler serves as an at-large board member for the Sage Singers, an elder choir in the Denver community, contributing about two hours per month. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion through a team of 18 advisors. The firm provides discretionary investment management, financial planning, tax advisory services, and uses a goal-based planning process combined with a strategic, diversified investment approach.

Robert Klaess is a financial advisor with Clear Creek Advisors in Denver, CO, holding a Series 65 license and 10 years of industry experience. He previously worked at Paradigm Group from 2009 to 2017 before joining Clear Creek Advisors. Klaess is also a licensed insurance agent and spends a significant portion of his time on insurance-related activities. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing investment programs through model portfolios managed by third-party subadvisors.

Bradley Conover is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

Deron Swaby is a CFP® professional with nine years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC in Greenwood Village, CO. His prior work includes roles at Charles Schwab and several other financial firms. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets through a team of 18 advisors. The firm offers discretionary investment management and financial planning services, utilizing a goal-based planning process and strategic portfolio allocations across various asset classes.

Sara Kohr is a CFP® professional at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

Dennis Marshall is a financial advisor with Marshall Investment Management, LLC, based in Greenwood Village, CO. He holds the Series 63 and Series 65 credentials and has 28 years of industry experience. His work history includes over a decade at LPL Financial and Marshall Investment Management. Since 1999, he has taught pre-retirement human resources training courses for the federal government. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm provides discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, financial planning, consulting, and retirement plan advisory services, with an asset allocation approach tailored to client objectives and risk tolerance.

Daniel Barotz is a financial advisor at Focused Alpha, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory role, he serves on the investment committee for Temple Emanuel and is an investor and advisory board member in several businesses, including EcoMark Solar and PackBack. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million, serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach with an emphasis on tail-risk management and quantitative optimization, offering discretionary portfolio management, financial planning, and 401(k) consulting.

Erik Morin is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively with Northwestern Mutual entities since 2016, including Northwestern Mutual Wealth Management Company. Kingstone Capital Partners Texas, LLC offers discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm combines bottom-up fundamental analysis with a top-down overlay and uses both direct equity holdings and ETFs, occasionally employing derivatives and quantitative risk controls as part of its investment approach.

Rodney Becker is a CFP® professional with 20 years of experience in financial advising. He is currently with ValueWealth Services, LLC and previously worked at Edward Jones, First Financial Equity Corporation, DMK Advisor Group, and Whipplewood Advisors. Outside of his advisory work, he is involved in a family business, Rosco P Coltrane, LLC. ValueWealth Services, LLC is an SEC-registered advisory firm managing over $300 million for approximately 420 clients. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside a multi-factor model to develop investment plans, offering services that include ongoing portfolio management, financial planning, and sub-advisory support.

Christopher Damen is a financial advisor at Cross State Financial Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2017, with prior experience at Crown Capital Securities, L.P. and Wilbanks Securities, Inc. In addition to his advisory role, Damen is also licensed as an insurance agent involved in life, accident, health, and variable annuities sales. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm employs a combination of fundamental analysis and tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Amanda Arthur is a financial advisor at Heirloom Wealth Management LLC in Greenwood Village, CO, with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Heirloom Wealth Management since 2019, following prior roles at Creighton Retirement Partners and Kestra Financial Services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion in assets. The firm employs a goal-based planning process and discretionary investment management across various asset classes while offering complementary tax-related services through its affiliated Heirloom Tax Solutions.

Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 client relationships through a team of six advisors. The firm provides investment management, financial planning, and consulting services, focusing on retirement investing, income replacement, and financial independence.

Lowell Hansen is a CFP® professional with 19 years of experience in the financial industry. He has been with Schaefer Financial Management, Inc. since 2005. The firm provides comprehensive financial planning, investment management, and insurance-implementation services to individuals as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. Schaefer emphasizes long-term, asset-allocation strategies with a non-discretionary approach, focusing on tax-sensitive rebalancing and customized implementation options.