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.

Elisabeth Podhaskie is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 65 and Series 63 licenses. Her previous roles include positions at Harrison Gray Search, AutoDesk, Inspirato, and Alliance Bernstein. 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 combination of passive, quantitative, and active funds to implement portfolios.

Andrew Feldman is a financial advisor at Legacy Wealth Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, LLC and DMK Advisor Group, Inc. Feldman is also a licensed insurance agent involved in fixed insurance products. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services using proprietary models and third-party sub-advisers.

Charles Hawes is a CFP® professional with 25 years of industry experience. He has worked at TIAA Institutional & Individual Services, LLC from 2000 to 2024 before joining Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm combines fundamental, modern portfolio theory, quantitative, and technical analysis in its investment approach and customizes strategies to each client’s goals and risk tolerance.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Julia Getty is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax-efficiency, and capital preservation.

Donald Hafner is a financial advisor at Forty North Wealth in Glendale, Colorado, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Panoramic Investment Advisors from 2017 to 2026 and SII Investments from 2002 to 2017. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, providing discretionary investment management, financial planning, retirement plan advisory, and third-party manager selection. The firm tailors allocations based on client risk tolerance and objectives and uses third-party platforms for reporting and planning, while also maintaining a formal relationship for tax and accounting services.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Cory Robinson is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Cetera Advisor Networks and Summit Financial Group. In addition to advisory services, he is also an insurance agent with Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. 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 trusts. The firm uses a combination of fundamental, cyclical, and technical analysis with a range of investment strategies and model-based programs.

Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Amanda Depriest is a CFP® professional at Mattern Capital Management, LLC with eight years of industry experience. She previously worked at Robert W. Baird & Co. Incorporated, Wells Fargo Clearing, Aerotek, and Charles Schwab & Co., Inc. Amanda holds Series 66 and Series 63 licenses. 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, focusing on tax-efficient, cost-effective asset allocations that combine active and passive strategies across multiple asset classes.

Jessica Pariser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Galvin, Gaustad & Stein, LLC since 2018. Prior to joining GGS, she worked at The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein is a registered investment adviser providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary services.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at Adasina Social Capital, Impact Investors, Inc., and Better World Investments, Inc. She returned to First Affirmative in 2025 after earlier work with the firm from 2016 to 2018. First Affirmative Financial Network serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutions through a nationwide network. The firm emphasizes values-aligned and faith-based investing, integrating environmental, social, and governance factors into portfolio construction and offering tailored solutions such as Values-Aligned Direct Indexing and proprietary model portfolios.

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Stephen Tanner is a financial advisor with Forty North Wealth in Glendale, Colorado, holding a Series 65 designation and eight years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and has been president and sole shareholder of S.M. Tanner Inc., a tax preparation service, since 1994. In addition to his advisory work, he serves as the personal representative on an estate and manages a tax preparation business. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, developing tailored portfolios through a combination of fundamental, technical, and cyclical analysis and utilizing third-party platforms and sub-advisors when appropriate.

Jason Alderson is a CFP® with 10 years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has previously worked at Private Capital Management, Elbert Capital Management, Kestra Financial, and BOK Financial. Alderson serves on the boards of Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, functioning as treasurer for both organizations. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management and financial planning. The firm employs a multi-disciplinary investment process, incorporating various asset classes and strategies, and is affiliated with Crusonia Tax Advisors, providing additional tax preparation services.

Larry Jones is a Series 65-registered advisor at OneAscent Family Offices with one year of industry experience. He has a consulting role with Pushplay Holdings, Limited, a company specializing in donation and live streaming software, where he advises on legal matters and business strategy. He previously worked at Corepoint Health for one year. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers both discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios through individualized asset-allocation guidelines and multiple affiliated entities.

Sean Swierczewski is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Class VI Family Office, LLC and has prior experience at CVA Family Office, LLC, Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and FactSet Research Systems, Inc. Outside of his advisory role, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies before, during, and after significant liquidity events. The firm employs a holistic, IPS-driven process that emphasizes strategic asset allocation, tax efficiency, and capital preservation through a range of investment vehicles.

Amy Betts is a financial advisor with Beam Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Securities America, Inc., and has been with Beam Wealth Advisors and its affiliated Benedetti, Gucer & Associates since 2013. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a multi-adviser platform with a focus on asset allocation, diversification, and portfolio theory, managing over $1.3 billion in client assets.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Fiduciary Financial Group, LLC since 2026 and previously held roles at Wealth Enhancement Advisory Services, Range Finance Inc, FinTrust Capital Advisors, and Bank of America. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm uses a research-driven investment approach incorporating fundamental, technical, and cyclical analysis, and offers integrated planning and asset management services across various investment vehicles.