Ronald Cavill is a CFP® professional with 55 years of experience in the financial industry. He is currently with Marshall Investment Management, LLC and has been there since 2016, alongside concurrent work with LPL Financial and his own firm, Cavill & Company, which he has operated since 1975. Outside of investment advisory, he serves as a board member of Turning Point, a nonprofit supporting women during pregnancy. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, tailoring portfolios across a broad range of asset classes to client objectives and risk tolerance.

Aaron Seeman is a financial advisor at Nilsine Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sales of fixed and traditional insurance products. Nilsine Partners advises individuals—including high-net-worth clients—trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm manages model portfolios using a combination of internal allocations and external platforms, and it serves as an investment adviser to feeder and master funds, providing services to institutional investors and family offices.

Louis Harris is a CFP® with 13 years of industry experience, currently serving as an advisor at G&S Capital LLC since 2019. His prior work includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models, and is notable for its documented use of derivatives and options strategies in separately managed accounts.

Henry Pramov is a financial advisor at Westbourne Investments, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Westbourne since 2012. In addition to his advisory role, he serves as a Senior Account Executive in procurement software sales at SAP Americas, Inc. Westbourne Investments provides investment management and financial planning services to individuals, pension/profit-sharing plans, and institutions. The firm manages discretionary portfolios using a mix of ETFs and individual stocks, incorporating options strategies and a combination of top-down and bottom-up investment analysis.

Amy Warrender is a CFP® and Series 66 licensed advisor with nine years of industry experience, currently with Crusonia Wealth Advisors LLC. She previously worked at Private Capital Management, Creative Planning, and TIAA-CREF. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-disciplinary investment process utilizing various asset classes and analytical approaches, and it is affiliated with a tax advisory practice that provides standalone tax preparation services.

Khwan Hathai is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. Currently with Origin Investment Advisory LLC, he has held roles at Motley Fool Wealth Management, JP Morgan Securities, and Morgan Stanley. In addition to his advisory work, Hathai is the owner and financial therapist of Epiphany Financial Therapy, a financial education and coaching business based in Denver. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients via a subscription model and employer-sponsored programs. The firm utilizes Modern Portfolio Theory combined with behavioral-finance adjustments and an AI-driven approach to deliver discretionary and personalized investment solutions.

Ryan Mckown is a Series 66-licensed financial advisor with two years of industry experience, currently with EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Fidelity Investments and Tributary Real Estate. 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 and financial planning, utilizing a combination of fundamental and technical analysis along with strategic asset allocation.

Isreal Lane is a financial advisor at Denver Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and Cambridge Investment Research Advisors. Prior to his advisory roles, Lane has experience working at U.S. Bank and Colorado Mesa University. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a trademarked Plan, Quality, Capture & Collect framework and the Summit Investment Process™, which incorporates ESG factors in its fundamental analysis.

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. 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 uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

Matthew Curley is a financial advisor at Xcelsior Advisor Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W Baird & Company for 18 years. Curley also serves as CEO and wealth advisor at Excelsior Capital Group and is registered with The Leaders Group to facilitate a limited amount of brokerage business focused on variable annuities. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory to manage discretionary portfolios, financial planning, and retirement-plan consulting, utilizing both proprietary and third-party investment platforms.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

James Carr is a financial advisor at Keystone Global Partners LLC in Denver, CO, holding Series 65 and Series 66 designations with 13 years of industry experience. He has been with Keystone Global Partners since 2010. Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and exit advisory to affluent individuals, families, charitable organizations, and institutions. The firm manages over $580 million in assets and focuses on large, complex relationships supported by an integrated family-office approach and a formal Investment Committee guiding diversified portfolio construction.

David Goldstone is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Condor Capital Management since 2016, with a brief two-year tenure at Backend Benchmarking, and prior experience at First National Bank of Omaha. He is currently based in Denver, CO, and is part of an 18-advisor team at Condor Capital Wealth Management. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a wide range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

John Weidner is a financial advisor with Investment Research Corp in Mesa, AZ, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has worked at World Capital Brokerage, Pioneer Mutual Life, Weidner Financial Group, and Provident Mutual. He is president of Weidner Financial Group, Inc., an insurance services firm. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a fundamental approach to security analysis and offers both discretionary and non-discretionary management, including municipal securities and investment company services.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.