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.

Derrick Watson is a CFP® with 14 years of industry experience, currently serving at Stonebridge Capital Advisors LLC since 2015. He has also been associated with Bason Partners, LLC since 2013 and worked at Northern Lights Distributors, LLC from 2015 to 2021. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base that includes high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, including equities, fixed income, options strategies, and coordinated advisory services across estate, tax, and retirement planning.

Matthew Knuth is a CFP® with five years of industry experience, currently serving as a financial advisor at Stordahl Capital Management, Inc. He previously worked at Valenta Capital Management, LLC, Nelson, Van Denburg & Campbell Wealth Management, LLC, and has held roles outside the financial sector including positions at Edina Country Club and United Way of the Midlands. Stordahl Capital Management provides financial planning, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, and corporate clients. The firm employs an evidence-based investment approach focusing on strategic asset allocation, global diversification, and the use of ETFs and mutual funds, managing approximately $676 million in assets across a six-advisor team.

Carol Griffin is an investment advisor representative at Parsonex Advisory Services, Inc. with 22 years of industry experience. She has been with Parsonex Advisory Services since 2017 and affiliated entities since 2007. Outside of her advisory role, she leads a local networking group and assists clients with living trust referrals through Estate Docs Pro. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, evaluating third-party managers based on historical performance and client risk tolerance, and offers discretionary managed accounts with ongoing monitoring and annual reviews.

Rebecca Aardal is a CFP® professional at Schaefer Financial Management, Inc. in Centennial, CO, with 18 years of industry experience. She has been with Schaefer Financial Management since 2003. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, asset-allocation-based investment strategies with a focus on tax-sensitive rebalancing and operates primarily on a non-discretionary basis.

Joshua Deloach is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously spent seven years at Bank of America N.A. and Merrill. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing access to private investment platforms.

Zachary Bouck is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, with 18 years of industry experience. He holds a Series 66 designation and has worked at Providence Capital Partners Inc./Denver Wealth Management since 2016, as well as LPL Financial, LLC since 2012 and Waddell & Reed from 2008 to 2012. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process incorporating both discretionary management and an algorithm-driven guided portfolios program, focusing on customized portfolios implemented with low-cost mutual funds and ETFs.

Justin Soucie is a CFP® with 21 years of industry experience and has been with G&S Capital LLC since 2014. He holds the Series 66 designation and is based in Denver, CO. Outside of his advisory role, he is a business partner in a real estate rental venture. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models. The firm is noted for its use of derivatives and options strategies within separately managed accounts and offers a broad range of investment instruments while maintaining an investment committee and operational arrangements uncommon among similarly sized teams.

Dina Zwerin Boivin is a financial advisor with BOK Financial Securities, Inc. She holds the Series 66 designation and has two years of industry experience. Her prior work includes roles at Pulte Financial Services and Cherry Creek Mortgage. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and maintains a municipal-advisor registration as part of its broader bank-affiliated structure.

Gregory Jackson is a financial advisor with Western Wealth Management LLC in Castle Rock, CO, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Western Wealth Management since 2015 and has been affiliated with LPL Financial since 2005. Jackson also operates a financial management business under the name Jackson Financial Management. Western Wealth Management LLC serves a wide range of clients, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing model portfolios and a variety of investment strategies across multiple asset types.

Tyler Walbridge is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Vanguard from 2017 to 2021 before joining Strategic Wealth Investment Group, LLC in 2021. Walbridge is based in Denver, CO, and holds a Series 63 license. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm employs both proprietary and third-party model portfolios, using a range of analytical methods, and retains overall responsibility for client suitability while sometimes delegating trading to third parties.

Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Charles Schwab. He is the owner of CP Sales Services, LLC, a passive business entity unrelated to investment activities. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supplemented by in-house specialists and access to private investment solutions and pension consulting services.

Kathryn Lutz is a financial advisor at ON Investment Management Company with six years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.

Robert Eberhardt III is a financial advisor at Geneos Wealth Management, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Geneos since 2013, alongside roles at Eberhardt Wealth Management LLC and A&I Financial Services, LLC. Outside of his advisory work, he operates Eberhardt Wealth LLC and acts as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, including discretionary trading and model portfolios.

Elise Paz is a financial advisor with Brighton Jones LLC in Denver, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Brighton Jones in 2025, she worked at Charles Schwab for two years and has a background that includes roles in education and nonprofit settings. Outside of her advisory work, Elise sells pottery on Etsy. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering a whole-balance-sheet approach that includes portfolio management, tax preparation, and family office administrative support. The firm’s affiliated ecosystem features private investment fund management, trust services, and legal services for certain clients.

Jessica Caldwell is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Plante Moran Financial Advisors since 2016, currently based in Denver, CO. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including private households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Cole Petersen is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Brokers Guild. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital market solutions.

Lee Busto is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Closetbox. In addition to his advisory role, he works as an insurance agent with Magellan Financial in Denver. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.