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.

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 65 and Series 63 licenses with three years of industry experience. Prior to joining EdgeRock, he held roles at Charles Schwab, DeMarche Associates, and Missouri State University. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and model portfolio solutions, employing both fundamental and technical analysis alongside strategic and tactical asset allocation.

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.

Hayden Hawkey is a financial advisor at Beck Bode LLC holding a Series 65 designation. He has been with Beck Bode since 2023 and has prior experience working in professional hockey organizations, including the East Coast Hockey League and Sportivi Ghiaccio Cortina. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and tailored asset allocations based on client goals and risk tolerance.

Tyler O'dell is a Series 65-licensed advisor with Edgerock Wealth Management in Denver, CO, where he has worked since 2021. He has five years of industry experience and previously served five years as a district attorney in the 21st Judicial District. Outside of his advisory role, O'dell is actively involved in community organizations, serving as President of the Grand Junction Horizon Sunrise Rotary Club, Secretary of the Center for Children executive board, and as a board member of the Rocky Mountain Elk Foundation. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and model portfolio solutions, employing a mix of fundamental and technical analysis along with strategic and tactical asset allocation tailored to each client's goals and risk tolerance.

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.

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.

Gavin Forrest is a CFP® and Series 65-registered advisor at Schaefer Financial Management, Inc. He has been with the firm since 2023. Prior to joining Schaefer, he was a full-time student for eight years. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, asset-allocation-based investment strategies delivered primarily on a non-discretionary basis.

Michael Miller is a financial advisor with Rosel Wealth Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc., Fidelity Brokerage Services, LLC, and East Star LLC before joining Rosel Wealth Management. Rosel Wealth Management provides investment advisory and planning services to individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable organizations, offering customized portfolio management and comprehensive financial planning. The firm manages approximately $630 million in assets and employs a range of investment strategies, including derivatives and borrowing, with features such as a wrap-fee program and tax-preparation fee reimbursement.

Connor Zimmer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rooted Wealth Advisors. His career includes roles at Summit Wealth Group, Commonwealth Financial Network, and Diversified Asset Management, Inc. He also conducts fixed insurance sales, dedicating a small portion of his time to this activity. Rooted Wealth Advisors is a team-based firm managing approximately $409 million in discretionary assets, providing investment management and comprehensive financial planning services to individual and high-net-worth clients through a tailored, fundamental analysis-driven investment process.