Liliya Tchistiak is a financial advisor at Vista Finance, LLC in Denver, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Presidio Capital Management, Advisor Credit Exchange, West Capital Management, and The Vanguard Group. Vista Finance, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plan sponsors, and business entities. The firm employs multiple analytical methods and asset-allocation strategies, offering portfolio management, financial planning, retirement consulting, and portfolio monitoring across various asset types and platforms.

Andrew Kelleher is a CFP® professional with 16 years of industry experience. He is currently with Denver PWM, LLC and has previously worked at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of mutual funds, ETFs, fixed income, alternative investments, and other instruments using both fundamental and technical analysis, strategic asset allocation, and tax-aware management where practicable.

Jonathan Clements is a financial advisor at Brio Financial Group in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Franklin Templeton and BNY Mellon. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers asset management through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Adrienne Schmidt is a financial advisor at Pacifica Capital Investments in Denver, CO, holding a Series 65 credential with two years of industry experience. She has been with Pacifica Capital Investments since 2024 and has over ten years of experience at Bow River Capital. Outside of advisory work, she serves as CFO and investor for Pacifica Capital Real Estate in Leander, TX. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles, employing a concentrated, industry-focused equity approach that incorporates fundamental and cyclical analysis. The firm manages separate accounts as well as private real estate funds and single-purpose investment ventures.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.

Riley Govan is a financial advisor at Mattern Capital Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Synergy Capital, Gates Corporation, RBC Wealth Management, and Northwestern Mutual. 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, employing tax-efficient, cost-effective asset allocations using both active and passive strategies across a range of securities.

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.

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 with Alpha Capital Family Office, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Alpha Capital Management Group LLC and spent sixteen years at Voya-ING. Outside of advising, he serves as Managing Member of CM Capital, LLC and Ulster Circle Partners, entities associated with the ownership structure of Alpha Capital Family Office and its real estate. Alpha Capital Family Office, LLC is a registered investment adviser serving high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm offers discretionary portfolio management, family office services, and wealth advisory, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party managers to deliver customized investment and consulting solutions.

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 at Tandem Financial, LLC with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. Warwick is also the CEO of Quantitative Equity Strategies, LLC, an investment-related firm he has led since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing diversified asset allocation and a range of investment strategies, including alternative investments and less common instruments such as private equity and digital-asset-related products.

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 offers automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and cash management. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

James O'Brien is a CFP® professional with 38 years of experience in the financial advisory industry. He has been with Gill Capital Partners, LLC since 2003, following a prior role at O'Brien Capital Management, Inc. from 2002 to 2005. Outside of advisory work, he owns and operates a hydroponic farm and a tax preparation business in Denver. Gill Capital Partners manages approximately $862 million for a diverse client base, providing wealth management, financial planning, portfolio management, and institutional advisory services. The firm utilizes a proprietary investment framework alongside third-party technology to implement individualized portfolios across multiple asset classes and also serves a broad range of institutional clients.

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, currently serving at Invictus Private Wealth, LLC in Denver, CO. His prior roles include tenures at PURSHE KAPLAN STERLING INVESTMENTS, Inc., UBS Financial Services Inc., and Morgan Stanley. Outside of advisory work, he is involved in investing in restaurants through a holding company. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and business entities. The firm employs a multidisciplinary investment approach that incorporates fundamental, technical, quantitative, and sector analysis alongside alternative investments and options strategies, managing portfolios on a discretionary basis.

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 63 and Series 66 designations and previously worked at Janus Henderson for nine years. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, as well as state and municipal government clients. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory and offers a variety of tailored investment strategies.

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 over 22 years of industry experience. He has been with LotusGroup Advisors since 2007 and serves as the managing partner, also leading the affiliated LotusGroup Capital, LLC. 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 a multi-strategy approach based on client risk profiles and includes private investment sourcing and business valuation services.