Larry Jones is a financial advisor at OneAscent Family Offices with Series 65 credentials and two years of industry experience. He has served as a consultant on legal matters and business strategy for Pushplay Holdings, Limited, a company specializing in donation and live streaming software, since 2010. Prior to joining OneAscent, he worked at Corepoint Health. 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 discretionary and non-discretionary asset management, financial planning, and a range of family office services, utilizing individualized asset allocation and multiple affiliated entities to support client needs.

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.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

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.

Mark Bosley is a financial advisor at Townsend with Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Townsend and Private Client Services since 2025 and was previously employed at TIAA and TIAA-CREF from 2016 to 2025. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion for approximately 1,500 clients, offering tailored financial planning, asset management, retirement plan consultation, and services related to variable annuities using a combination of top-down and bottom-up investment approaches.

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Daniel Blair is a financial advisor at Horizon Wealth with 21 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside his advisory work, he manages a marketing firm that provides tax strategy services to other financial professionals. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with investment management, financial planning, and limited consulting services. The firm employs a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternatives, supported by model managers and integrated tax planning.

Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. 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 constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Sydney Tyler is an advisor with The Millstone Evans Group, LLC, holding a Series 65 designation and based in Boulder, CO. Tyler has been with The Millstone Evans Group since 2023 and has prior experience at Bloom Wealth Advisors and the University of Colorado. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages assets through independent clearing accounts and proprietary wrap programs, employing a range of investment vehicles including mutual funds, ETFs, stocks, fixed income, and third-party managers, with optional ESG analysis.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Keith Nicholson is a CFP® professional with eight years of experience in the financial services industry. He is the sole advisor at Hinds Financial Group Inc and has prior experience with firms including Cetera and Collier Financial. Keith is also licensed to sell fixed insurance products such as life, annuities, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions like trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning tailored through an Investor Profile and a written Statement of Investment Policy, managing portfolios primarily on a long-term, asset-allocation basis using risk-based models and third-party managers.

Peter Rodgers is a financial advisor with X Advisors, LLC in Denver, CO. He holds the Series 65 designation and has been with X Advisors since 2026. His prior experience includes roles at the University of Colorado and Pekview Partners LLC. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers customized portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. 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 constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Steven Ellis is a financial advisor with Colorado Capital Management in Boulder, CO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Colorado Capital Management since 2000. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes a disciplined investment process that includes written investment policy statements, long-term fundamental analysis, and regular monitoring, offering both discretionary and non-discretionary management along with ESG investing options and third-party manager integration.

Sanchi Ranyal is a CFP® with three years of industry experience, currently serving as a financial advisor at Fruitful Advisory, LLC in Denver, CO. Prior to joining Fruitful, Sanchi worked at Accretive Wealth Management from 2020 to 2025. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active membership with Fruitful, Inc. The firm focuses on personalized financial planning through a client-specific “Money Map” and emphasizes passive, low-cost investment strategies primarily involving exchange-traded funds and index funds.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.