David Stevens is a CFP® with 40 years of experience in the financial industry. He is currently with A & I Wealth Management and has prior experience at Geneos Wealth Management, Inc. and Irongate Financial Services. Stevens serves as trustee and co-trustee for several family trusts. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with recommendations of sub-advisers and third-party managers, employing various analytical methods and conducting ongoing portfolio reviews.

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

David Walker is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Lebenthal in 2017, he worked at Farmers Insurance Group and Farmers Financial Solutions. In addition to his advisory role, Walker dedicates part of his time to Walker Wealth Strategies, an independent LLC affiliated with insurance agencies, and works as a part-time career consultant and coach with LHH, Inc. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, offering customized portfolio management and financial planning services. The firm manages approximately $820 million in assets across a multi-advisor team and integrates advisory, brokerage, and insurance services.

Julie Morgan is a financial advisor at A & I Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with A & I Wealth Management since 2023, alongside longstanding roles at A & I Financial Services LLC and Geneos Wealth Management Inc. Morgan is also an independent representative with various insurance carriers for fixed products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing a variety of analytical approaches and providing both discretionary and non-discretionary account options.

Joshua Magnus is a financial advisor at Seros Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Authentic Counsel, Northwestern Mutual, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent and manages a property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, various financial planning options, and uses proprietary core models combined with tactical overlays to tailor portfolios to client objectives and risk tolerances.

Adam Way is a CFP® and ChFC® with 20 years of industry experience, currently serving at Global Wealth Strategies and Associates, LLC since 2021. His prior experience includes roles at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a board member of Rachel's Challenge and the founder of Adam Way Racing, an organization supporting mountain biking enthusiasts. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and tailors growth and fixed-income strategies to clients' objectives.

Christopher Baxter is a financial advisor at Alpha Capital Family Office, LLC with eight years of industry experience. He holds a Series 65 credential and previously worked at Voya-ING for 16 years. Baxter is also the managing member of CM Capital, LLC and Ulster Circle Partners, entities related to ownership interests in Alpha Capital Family Office and its premises. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, small businesses, and related entities. The firm constructs diversified portfolios using various investment vehicles and offers a range of services including investment management, financial and tax coordination, estate planning, and consolidated reporting.

Connor Law is a CFP® and Series 65-licensed advisor at Crusonia Wealth Advisors LLC with three years of industry experience. He previously worked at Sikich Capital Management and has experience in both financial services and professional baseball. Outside of his advisory role, he coaches Little League baseball for ages 9 to 18. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by combining discretionary portfolio management with financial planning and consulting. The firm uses a multi-disciplinary investment approach, including equities, fixed income, alternatives, and third-party managers, and is affiliated with a tax advisory practice offering standalone tax services.

Benjamin Warwick is a financial advisor with Tandem Financial, LLC and holds Series 63, 65, and 66 registrations. He has 30 years of industry experience and has worked at multiple firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. He is also the CEO of Quantitative Equity Strategies, LLC, a position he has held since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a diversified asset allocation approach incorporating fundamental, technical, and charting analyses, with strategies that include options, short sales, margin, and alternative investments.

John Morton is a financial advisor at Frec with one year of industry experience. He holds a Series 65 designation and has previously worked at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers is an SEC-registered investment adviser that offers automated portfolio management through its web and mobile platform to retail and entity clients. The firm employs a model-driven process with customizable direct indexing, tax-loss harvesting, and hedging strategies, serving a broad range of clients including individuals, entities, and institutional investors.

James O'Brien is a CFP® with 37 years of industry experience, currently serving at Gill Capital Partners, LLC since 2003. He is based in Denver, CO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and oversees operations at Rebel Farm, a hydroponic farming business, and manages a tax preparation service. Gill Capital Partners serves both individual and institutional clients, providing wealth management, financial planning, tax services, and investment management. The firm employs a comprehensive investment approach that includes discretionary portfolio supervision guided by tailored Investment Policy Statements and utilizes institutional technology and data providers.

Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.

Michael Caplan is a CFP® with 16 years of industry experience. He is a principal at Invictus Private Wealth, LLC in Denver, CO, where he has worked since 2022. Prior to Invictus, he spent eight years at UBS Financial Services Inc. Caplan is also involved in managing a holding company for restaurant investments. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, as well as retirement plan consulting for employers. The firm employs a discretionary, individualized approach to portfolio management that incorporates fundamental, technical, quantitative, sector, and qualitative analysis along with alternative strategies.

James Person is a financial advisor at Synergy Financial Partners, LLC with 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Synergy Financial Partners in 2019, he worked at LPL Financial LLC and SII Investments. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, employing model portfolios and third-party sub-advisers rather than in-house security-level analysis.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Janus Henderson for nine years. Alexandria is based in Denver, CO. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and government entities. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory to tailor investment strategies to clients’ risk tolerance and time horizon.

Elizabeth Landsinger is a CFP® certificant with five years of industry experience, currently serving at Nilsine Partners, LLC since 2025. Prior to joining Nilsine, she worked at Alliance Bernstein for four years and held positions at several other firms including Boston Hill Advisors and Academy of Art University. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, combining household wealth management with adviser roles in private funds and pooled vehicles. The firm constructs tailored portfolios using a variety of investment vehicles and conducts due diligence and ongoing monitoring of underlying managers.

Stephen Dreiling is a CFP® with 26 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2024. He previously worked at United Capital Financial Advisers, LLC from 2015 to 2023. Outside of advising, he is the sole member and manager of SSSG, LLC, a company he established in 2012. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and government entities, providing financial planning, consulting, and discretionary investment management. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages over $1.18 billion with a small team of four advisors.

Raphael Martorello is a Series 65-licensed financial advisor with 22 years of industry experience. He is the managing partner at LotusGroup Advisors, where he has worked since 2007, and also manages LotusGroup Capital, LLC, splitting his time equally between both entities. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors by providing financial planning, discretionary portfolio management, introductions to private investments, and business valuation services. The firm uses a diversified investment approach across four primary strategies and incorporates third-party research to inform asset-allocation decisions.

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.

Anthony Pelz is a financial advisor at Denver Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Providence Capital Partners, and TIAA. Pelz also provides administrative support to Denver Wealth Management, an independent investment advisory firm. 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 employs a trademarked Plan, Quality, Capture & Collect framework and utilizes the Summit Investment Process™, which includes ESG factors as part of its due diligence.